Creating a purchase order

To create a normal purchase order:

  1. Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order (tdpur4100m900) session is displayed.
  2. Select the business partner (supplier) in the Business Partner field and press Tab.
    Note: Infor LN populates the default data for the selected business partner in the purchase order header.
  3. Select the normal purchase order type P08 (Automatic PO) in the Order Type field.
  4. Select the item in 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.
  5. Click Approve to approve the purchase order and execute the order line activities.
  6. Select the order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  7. Review the purchase order line activities and verify that the order line is automatically released to Warehousing.
  8. Click Execute. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  9. Select Actions > Receive. The Warehouse Receipts (whinh3512m000) session is displayed.
  10. Click Actions > Create Brazilian Invoice in the header section to submit the receipt lines to the Tax Engine. This generates a receipt invoice in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
  11. Select the purchase order on the Lines tab in the Match Receipt Lines to Fiscal Document (btrec1101m000) session and click Actions > Mark to Link to select the receipt line to match with the fiscal document. The Linked check box is selected and the User field is updated.
  12. Verify that the receipt line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
  13. Specify the required data in the Issue Date, Fiscal Document, and the Series fields and click Link. The document is generated with a Fiscal Reference number.
  14. Click Go to Details for the fiscal receipt document in the Fiscal Receipt (btrec2100m000) session. The Fiscal Receipt (btrec2100m900) session is displayed.
  15. Verify that Purchase with Order displays in the Receipt Fiscal Document Type field in the Document section on the General tab.
  16. Click Go to Details for the receipt line on the Lines tab. The Receipt Lines – Details (btrec2101m900) session is displayed.
  17. Review the tax details on the Receipt Lines – Taxes tab and the amounts on the Purchase Data section.
  18. Verify that the fiscal receipt document is selected in the Fiscal Receipts (btrec2100m000) session and click Actions > Approve/Integrate. The fiscal document is approved and the purchase order is integrated with the invoice.
  19. Verify that the fiscal receipt document is selected in the Fiscal Receipts (btrec2100m000) session and click Actions > Financial Integration. The Financial Integration (btrec2100m910) session is displayed.
  20. Verify that the green check mark is selected for the Accounted field in the Reference section.
  21. Review the transactions generated in the Integration Transactions (tfgld4582m000) session.
  22. Select the transactions generated for the purchase order on the Journal Details tab and click Actions > Map Specific Transactions to map the selected transactions. The Transaction Status is updated to Mapped.
  23. Verify that the transactions generated for the purchase order are selected on the Journal Details tab and click Actions > Post Specific Transactions to post the mapped transactions. The Transaction Status is updated to Posted.