Creating an original sales order

To create a sales order, execute these steps:

  1. Access the Sales Order Intake Workbench (tdsls4601m200) session and click New. The Sales Order (tdsls4100m900) session opens..
  2. Select your business partner in the Business Partner field of the Sold-to BP section and press Tab.
    Note: Infor LN populates the default data for the selected business partner in the other fields of the sales order header.
  3. Select the sales order type S08 (Sales Order Automatic) in the Order Type field, sales office in the Sales Office field, order series in the Number field on the Control section.
  4. Click New on the Order Lines tab and select the purchased item in the second segment of the Item field.
  5. Specify the quantity in the Ordered Quantity field and the default price of the item is updated in the Price field.
  6. Click the Approve button to approve the sales order and execute the order line activities. The Picking List by Location report is generated.
  7. Select the order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session opens.
  8. Verify that the sales order is automatically released to Warehousing.
  9. Select References > View > Lines Monitor in the Sales Order (tdsls4100m900) session. The Sales Order Lines – Monitor (tdsls4510m000) session opens.
  10. Verify that the Generate Outbound Advice, Release Outbound Advice, Generate Picking List, Picking List activities are automatically executed and clickActions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session opens.
  11. Select the shipment line on the Shipments tab and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  12. Verify that all the outbound activities are executed and the Shipped quantity is updated on the Quantities In Inventory Unit section of the Outbound Line Status Overview (whinh2129m000) session.
  13. Verify that the shipment number is updated in the Document Number field of the Release Sales Orders to Warehousing activity and the sales order is automatically released to Invoicing in the Sales Order Line Status (tdsls4534s000) session.
  14. Select References > View > Invoicing 360 in the Sales Order (tdsls4100m900) session. The Invoicing 360 (cisli3600m000) session opens with your sales order selected in the third segment of the Source Document field.
  15. Select the billable line of your sales order on the Billable Lines tab and click Actions > Compose Invoice.
  16. Click Yes when prompted with the “Invoices will be composed based on the selected billable lines. Continue?” message. The Invoice Status is updated to Ready to Print.
  17. Select the invoice line on the Invoices > Invoice Data tab and click Actions > Submit to External Invoicing. The Invoice Status is updated to Submitted to External System.
  18. Access the Fiscal Documents 360 (lpbra3600m000) session, select Sales Order in the second segment and your sales order in the third segment of the Source Document field and click Apply Filter.
  19. Verify that the document is generated and the fiscal reference number is updated in the Fiscal Reference field of the Fiscal Document tab.
  20. Access the Invoicing (btsli2100m000) session and click the Go to Details button for your invoice with the Fiscal Reference number. The Invoicing (btsli2100m900) session opens.
  21. Review the details on the General tab of the invoice.
  22. Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Process to print the invoice. The Compose/Print/Post Invoices (btsli2200m100) session opens.
  23. Verify that the Print check box is selected in the Options section and click Continue. The Transferred Fiscal Documents Report is generated.
  24. Click OK when prompted with the “1 Fiscal Document(s) Printed and 0 Fiscal Document(s) Posted.” message.
  25. Click Close in the Compose/Print/Post Invoices (btsli2200m100) session. The Invoice Status is updated to Printed in the Invoicing (btsli2100m000) session.
  26. Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Electronic Fiscal Document > Process NFe Return to request the return of electronic invoice. The Process Electronic Invoice Return (btnfe8220m000) session opens.
  27. Review the data and click Process. The Authorized Electronic Invoice Document is generated.
  28. Click Close in the Process Electronic Invoice Return (btnfe8220m000) session.
  29. Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Process to post the invoice and integrate the entries in the Tax Engine. The Compose/Print/Post Invoices (btsli2200m100) session opens.
  30. Verify that the Post check box is selected in the Options section and click Continue.
  31. Click OK when prompted with the “0 Fiscal Document(s) Printed and 1 Fiscal Document(s) Posted.” message.
  32. Click Close in the Compose/Print/Post Invoices (btsli2200m100) session. The Invoice Status is updated to Posted in the Invoicing (btsli2100m000) session.
  33. Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Financial Integration The Financial Integration (btsli2100m910) session opens.
  34. Verify that the Invoice Status is Posted and the related postings are updated on the Ledger Postings tab.
  35. Verify that the Invoice Status is updated to Approved by the External System on the Invoices > Invoice Data tab in the Invoicing 360 (cisli3600m000) session.
  36. Select the invoice line and click Direct Process to generate the document in Financials.
  37. Verify that the generated invoice document displays in the Invoice Number column and the batch is updated in the Batch Number column of the Posting Batches Created report.
  38. Access the Global Selection of Batches for Finalization (tfgld1210m000) session, select your invoice batch number in the Batch field and click Finalize.
  39. Review the generated journal reports.
  40. Verify that the transactions related to COGS and part of the sales revenue are updated for the sales order on the Journal Details tab of the Integration Transactions (tfgld4582m000) session.
  41. Access the Accounts Receivable 360 (tfacr2560m000) session, select your business partner and click Open Entries in the Document section. The Invoice-to Business Partner Open Entries (tfacr2520m000) session opens.
  42. Review the open entry transaction generated for your business partner.
  43. Select the open entry generated for your business partner on the General tab and clickReferences > GL Transactions. The Document History - Transaction Lines (tfgld0618m200) session opens.
  44. Review the non-finalized transactions related to your document on the Non-Finalized Transaction Lines tab.