Creating a sales order

Access the Sales Order Intake Workbench (tdsls4601m200) session and click New. The Sales Order (tdsls4100m900) session is displayed.

Select the business partner in the Business Partner field and press Tab.

Note: Infor LN populates the data related to the selected business partner.

Select the sales order type S08 (Sales Order Automatic) in the Order Type field, select sales office in the Sales Office field, select the order series in the Order field of the Control section.

Select the consigned production item in the second segment of the Item field on the Order Lines tab and specify the quantity in the Ordered Quantity field.

Note: Verify that the default price of the item is updated in the Price field.

Click Go Details for the order line on the Order Lines tab. The Sales Order Lines (tdsls4101m000) session is displayed.

Select Pay on Use in the Payment field of the Item section on the Item tab.

Select the third-party owned warehouse in the Ship-to Warehouse field of the Shipping section on the Shipping tab.

Click Approve to approve the sales order and execute the order line activities.

Select the order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.

Review the order line activities and verify that the sales order is automatically released to Warehousing.

Access the Warehousing Orders (whinh2100m000) session and click the Go to Details button for the warehousing order of the sales order. The Warehousing Order (whinh2100m100) session is displayed.

Select the outbound line of the warehouse transfer order on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.

Verify that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed and click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.

Select the shipment line on the Shipments tab and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.

Verify that all the outbound activities are executed in the Outbound Line Status Overview (whinh2129m000) session and the Shipped quantity is updated in the Quantities In Inventory Unit section.

Verify that the Line Status is Shipped for the outbound line on the Outbound Lines tab.

Select the inbound line of the warehouse transfer order on the Inbound Lines tab and click References > Status Overview. The Inbound Line Status Overview (whinh2119m000) session is displayed.

Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.

Select the receipt line on the Lines > Receipt tab and click Confirm to receive the item in the third-party warehouse.

Verify that all the inbound activities are executed in the Inbound Line Status Overview (whinh2119m000) session and the Received quantity is updated in the Quantities In Inventory Unit section.

Verify that the shipment number is updated in the Document Number field of the Release Sales Orders to Warehousing activity in the Sales Order Line Status (tdsls4534s000) session.