Stage Payments Lines to be Released (tdpur5520m100)

Use this session to view and release the supplier stage payment lines that are ready to be released to Accounts Payable for a purchase order line. You can also un-release released stage payment lines in this session.

When you double-click a stage payment line, the Supplier Stage Payments (tdpur5120m000) session is started.

Note

When a stage payment line is released, you can no longer manually change the line.

If planned stage payment transactions are written, the purchase order rates are used. For released stage payment transactions, the stage payment rates are used.

 

Business Object

The number of the purchase order to which the stage payment lines are linked.

The number of the purchase order line to which the stage payment lines are linked.

Business Partner
Item
Order Line Amount

The net order line amount for the purchase order line.

Line

The number of the stage payment line.

Description

The description assigned to the stage payment line.

Percentage

The percentage of the net order line amount that must be invoiced through this stage payment line.

For the first stage payment line, the default is 100 percent. For every other (noncancelled) line that is linked to the same purchase order line, the default percentage is as follows:

100 - total percentage of the other stage payment lines
Amount

The amount that must be invoiced through this stage payment line.

If a percentage is specified in the Percentage field, an amount is automatically calculated in this field. The default amount is calculated as follows:

Ordered Amount - total amount of the other stage payment lines
Due Date

The date the stage payment line must be paid to the supplier.

Status

The status of the stage payment line.

Workflow Status

The status that applies if the business object requires authorization using ION Workflow.

When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submitted are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.

  • Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
  • From the appropriate menu of this session, select Workflow and then select the required action for the business object.

Allowed values

If the business object is checked out, this field shows an Object status.

If the business object is checked in, this field shows an Approval status.

Regardless of the object being checked in or out, if a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), this field always shows the value of the appropriate Description field.

Note

For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme.

Released Date

The date on which the stage payment line was released.

Note

You can release stage payment lines in the Stage Payments Lines to be Released (tdpur5520m100) session.

Released by

The user who released the stage payment line.

Note

You can release stage payment lines in the Stage Payments Lines to be Released (tdpur5520m100) session.

Text

If this check box is selected, a text is linked to the stage payment line.

Invoicing Status

The status of the stage payment line in Financials, which can be Free, Matched, or All Approved.

Payment Terms
Payment Agreement

A way to define how invoice amounts must be paid. This includes the payment methods that apply to various parts of the invoice amount, and the payment currency.

For example, you can define a payment agreement to pay the first part of the invoice amount through the bank according to payment method PM1, 40 percent of the remaining amount, according to payment method PM2, and the other 60 percent according to payment method PM3, which can be a trade note payable.

Exchange Rate Type

A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on).

Rate Date

The date that is used to determine the rate (currency exchange rate).

Rate/Rate Factor

The conversion between the home currency and the currency that is used on the order.

Creation Date

The date on which the stage payment line was created.

Created by

The user who created the stage payment line.

Modification Date

The date on which the stage payment line was last modified.

Modified by

The user who last modified the stage payment line.

Invoice

A company that is used for posting financial data in Financials. You can link one or more enterprise units from multiple logistic companies to one financial company.

A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number.

The identification of a transaction.

The document code is a combination of:

  • Transaction-type code
  • Series number
  • Sequence number
Invoice Amount

The invoiced amount, which is retrieved from Accounts Payable.

The invoiced amount is always equal to the amount specified in the Amount field.

 

Matched Invoice
Release

Releases one or more selected lines to Accounts Payable. The status changes to Released for the released stage payment lines.

Release All Lines

Releases all lines to Accounts Payable. The status changes to Released for the released stage payment lines.

Un-Release

Un-releases one or more released lines. The status changes from Released to Planned for the un-released stage payment lines.

A released stage payment line can be un-released only if its Invoice Status is Free.

Un-Release All Lines

Un-releases all released lines. The status changes from Released to Planned for the un-released stage payment lines.

A released stage payment line can be un-released only if its Invoice Status is Free.

Lines to be Released

Displays only the stage payment lines that are ready to be released to Accounts Payable

Lines to be Un-Released

Displays only the released stage payment lines that can be un-released.