Creating a purchase order (with inspection)

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 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 Lines > Receipt tab in the Warehouse Receipt (whinh3512m000) session and click Actions > Inspection > Approve to process the inspection.
  25. Verify that the stock is updated in the Inventory on Hand field in the Stock Point Inventory (whinr1540m000) session after the approval of inspection.
  26. Click New on the Transaction Types tab in the Transactions (tfgld1101m000) session.
  27. Select API in the Transaction Type field and press Tab.
  28. Click Go to Details for the API transaction type. The Purchase Invoice Entry (tfacp2600m000) session is displayed.
  29. Verify that Invoice Related to Purchase Orders is selected in the Invoice Type field.
  30. Select the purchase order in the Order field of the Order section and specify the total amount of the document in the Amount field because this amount includes the IPI value.
  31. Select Actions > Matching > Match Order. The Match Purchase Order Lines (tfacp2541m000) session is displayed.
  32. Select the purchase order line and click Match Selected Orders. The Invoice Status is updated to Matched and the Amount Unassigned is updated.
  33. Specify the taxes amount on the Additional Costs tab to match the remaining unallocated balance.
  34. Verify that the Amount Unassigned is updated to 0.00 and click Approve to approve the invoice. The Invoice Status is updated to Approved and the matching process is complete.
  35. Access the Accounts Payable 360 (tfacp2560m000) session, select the business partner and click Open Entries in the Documents section. The Invoice-from Business Partner Open Entries (tfacp2520m000) session is displayed.
  36. Review the open entry transaction of the business partner.
  37. Verify that the MAUC of the item in the purchase order is updated in the MAUC [BRL] (by Warehouse) field is updated in the Inventory Receipt Transactions (whina1512m000) session.
  38. Verify that the transactions for the tax corrections related to tax credit are generated and automatically processed in the Inventory Variances (whina1516m000) session.