Creating a purchase order

To create a purchase order with inspections:

  1. Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order (tdpur4100m900) session is displayed.
  2. Select the business partner 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 purchase office in the Purchase Office field.
  5. Select the purchased item (with inspections) 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.
  6. Click Go to Details for the order line on the Order Lines tab. The Purchase Order Lines (tdpur4101m000) session is displayed.
  7. Verify that the Inspection check box is selected on the Receiving tab.
  8. Click Approve to approve the purchase order and execute the order line activities.
  9. Verify that the purchase order line is selected on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  10. Review the purchase order line activities and verify that the order line is automatically released to Warehousing.
  11. Click Execute. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  12. Review the inbound activities for the purchase order line and click Actions > Receive. The Warehouse Receipts (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 generates the receipt invoice in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
  14. 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.
  15. Verify that the receipt line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
  16. 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.
  17. Click Go to Details for the fiscal receipt document in the Fiscal Receipt (btrec2100m000) session. The Fiscal Receipt (btrec2100m900) session is displayed.
  18. Verify that Purchase with Order displays in the Receipt Fiscal Document Type field in the Document section on the General tab.
  19. 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.
    Note: This invoice includes the IPI taxes that impacts the total value of the product, the application automatically generates and processes data for the cost variances in Receipt Order Tax Variances (lpbra1143m000) session. The approval of invoice also confirms the warehouse receipt.
  20. Verify that the Ledger Account tab includes two lines of which, the ledger account of a line is updated from the mapping scheme and the account of the other line is updated using Actions > Update Ledger Account.
  21. Verify that the appropriate financial document is generated to correct tax variances and is updated in the Document field on the Posting Details tab.
    Note: The approval of invoice releases the physical stock but as the inspection must be performed for the item, the stock is locked in the receiving warehouse until the inspection is processed.
  22. Verify that the item inventory is updated in the Blocked field in the receiving warehouse in the Stock Point Inventory (whinr1540m000) session.
  23. Review the entries generated in the Integration Transactions (tfgld4582m000) session that are used for reconciliation purposes.
  24. Select the receipt line on the LinesReceipt tab in the Warehouse Receipt (whinh3512m000) session and click Actions > Inspection > Reject to reject the inspection. The Warehouse Inspections – Reject window is displayed.
  25. Select the reason for rejection in the Reject Reason field and click OK.
    Note: After the inspection is rejected, the item is quarantined in the receiving warehouse.
  26. Access the Quarantine Inventory Overview (whwmd2171m000) session and click Go to Details for the quarantine inventory line of the item. The Quarantine Inventory (whwmd2671m000) session is displayed.
  27. Click Go to Details for the disposition line on the Disposition tab. The Disposition (whwmd2272m200) session is displayed.
  28. Select the disposition action for the item in the Disposition field of the Disposition section.
  29. Select the reason for disposition in the Reason field of the Disposition section.
  30. Select the series for return to supplier in the Series field of the Order Generation section.
  31. Select the order type for return to supplier to generate the return order in the Order Type field of the Order Generation section and click Save. The return purchase order is created for the selected quarantine inventory disposition.