Performing the e-invoicing flow

As a prerequisite, you must complete this setup in LSP:

  • Default E-invoice Type: PEPPOL Access Point
  • Invoice Translation Maintenance, Payment Method, Tax Code
  • Multi Invoice Default Code

Use this procedure to complete the e-invoicing flow to Infor Localization Services and register the invoice in LSP.

  1. Sign in as Process Server Administrator and select Configuration > Service Definitions. Open and enable ReceivableInvoiceService.
  2. Sign in as Application Administrator and select Other Modules > Order Entry > Orders > Customer Orders.
  3. Create a customer order with lines.
  4. Release the customer order.
  5. Run the Warehouse Pick List Print action.
  6. To view the shipment, select Warehouse > Shipments.
  7. Release the shipment.
  8. Run the Order Entry Daily Shipment Journal.

    The billing invoice is generated.

  9. To view the invoice, select Other Modules > Billing > Invoices.
  10. Select Other Modules > Billing > Processing and run these batch jobs:
    • Invoice Verification Report
    • Invoice and Register Print
    • Sub System Update
  11. Sign in as Process Server Administrator and select Administration > Work Units > Work Units. Verify that the work unit is generated.
  12. Verify the BODs in ION Desk.
  13. In LSP, generate the e-invoicing report.

    See the LSP User Guide in the Infor Localization Services User and Administration Library (Cloud and On-premises).

  14. Sign in as Application Administrator and select Other Modules > Order Entry > Orders > Customer Order Returns.
  15. Create and release a customer order return.
  16. Select Other Modules > Billing > Invoices.
  17. Release the billing invoice credit memo.
  18. Select Other Modules > Billing > Processing and run these batch jobs:
    • Invoice Verification Report
    • Invoice and Register Print
    • Sub System Update
  19. Sign in as Process Server Administrator and select Administration > Work Units > Work Units. Verify that the work unit is generated.
  20. Verify the BODs in ION Desk.
  21. In LSP, generate the e-invoicing report.

    See the LSP User Guide in the Infor Localization Services User and Administration Library (Cloud and On-premises).