Purchase Order Return to Supplier

To create a return purchase order:

  1. Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order Lines (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 return purchase order type PRO (Purchase Return Order Type) in the Order Type field, purchase office in the Purchase Office field, and the order series in the Order field.
  4. Select References > Purchase Order Details. The Purchase Orders (tdur4100m000) session is displayed.
  5. Verify that Order Receipt is selected in the Original Document Type field and specify the details of the original purchase order and the reason for return in the Return Reason field of the Returns section.
  6. Select Actions > Copy from Original Document to copy the order lines to the purchase order from the original purchase order that needs to be returned.
  7. Click Yes when the Select lines from history? Message is displayed. The Purchase Actual Receipt History (tdpur4556m000) session is displayed.
  8. Select the order lines to be copied and click OK.
  9. Verify that the order line is copied to the Order Lines tab in the Purchase Order (tdpur4100m900) session.
  10. Click Approve to approve the purchase order and execute the order line activities.
  11. Select the order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  12. Review the purchase order line activities and click Execute to release the order line to Warehousing.
  13. Click Execute to perform the outbound activities. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  14. Verify that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed.
  15. Select Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  16. Select the shipment line and click Confirm.
  17. Verify that the shipment line Status is Confirmed on the Status tab.
  18. Verify that the Awaiting Shipments – Warehouse activity is executed and the shipment number is updated in the Document Number field of the Purchase Order Line Status (tdpur4534m000) session.