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 of the Control section.
  4. Click New on the Order Lines tab and select a 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.
  7. Select the order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session opens.
  8. Review the sales order line activities and 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 sales order number displays in the Linked Object field and click Open Object. The Outbound Line Status Overview (whinh2129m000) session opens.
  11. Verify that the General Outbound Advice, Release Outbound Advice, Generate Picking List, and the Picking List activities are automatically executed and click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session opens.
  12. Select the shipment line on the Shipments tab and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  13. Verify that all the outbound activities are executed in the Outbound Line Status Overview (whinh2129m000) session and the Shipped quantity is updated in the Quantities In Inventory Unit section.
  14. Verify that the shipment number is updated in the Document Number field of the Release Sales Orders to Warehousing activity in the Sales Order Line Status (tdsls4534s000) session.
  15. Verify that the sales order is automatically released to Invoicing.