Creating Purchase Order

  1. Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order (tdpur4100m900) session.
  2. Create a purchase order for a cost item.
  3. Click Go to Details for the purchase order line on the Order Lines tab. The Purchase Order Lines (tdpur4101m000) sessionis displayed.
  4. Select the ledger account of the type investment in the General Ledger field on the Invoicing tab.
  5. Approve the purchase order using the Approve button in the header section of the Purchase Order (tdpur4100m900) session.
    Note: The approval generates the postings in the Integration Transactions (tfgld4582m000) session.
  6. Select the order line on the Order Lines tab in the Purchase Order (tdpur4100m900) session
  7. Click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displyed.
  8. Review the order line activities and perform the purchase order receipt process.
  9. Click Execute to release the purchase order to Warehousing. The Release Purchase Order to Warehousing activity is executed.
  10. Select References > Lines Monitor in the Purchase Order (tdpur4100m900) session. The Purchase Order Lines Monitor (tdpur4501m500) session is displayed.
  11. Select your purchase order and click Open Object. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  12. Select Actions > Receive . The Warehouse Receipt (whinh3512m000) session is displayed.
  13. Select the receipt line on the Lines > Receipt tab and click Actions > Create Brazilian Invoice to submit the receipt line to the Tax Engine. This process allows the application to generate the invoice receipt.
    Note: If the Release to Warehouse check box is not selected for the cost item in the Item – Purchase (tdipu0601m000) session, the receipt line is submitted to Tax Engine using the Purchase Receipts (tdpur4106m000) session.