Sales process without delivery challan

  1. Select Sales > Orders > Order Intake Workbench. The Sales Orders Intake Workbench (tdsls4601m200) session is displayed.
  2. Click New. The Sales Order (tdsls4100m900) session is displayed.
  3. Select the business partner in the Business Partner field and press Tab.
    Note: Infor LN populates the data related to the selected business partner.
  4. Click New on the Order Lines tab to create a sales order line.
  5. Click Go to Details for the sales order line. The Sales Order Lines (tdsls4101m000) session is displayed.
  6. Review the tax registration data defaulted on the Tax tab. Click Save changes and exit in the Sales Order Lines (tdsls4101m000) session.
  7. Click Approve to approve the sales order in the Sales Order (tdsls4100m900) session.
  8. Select the sales order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.
  9. Review the activities and click Execute to execute the order line activities.
  10. Click the Monitor tab in the Sales Order (tdsls4100m900) session and select References > Inbound/Outbound Status. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  11. Review the outbound order line activities.
  12. Click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  13. Select the shipment on the Shipments tab and click References > Loads. The Load (whinh4640m000) session is displayed.
    Note: Verify that the Applicable and Completed fields are displayed in the Localized Authorization Procedure section of the Order tab. These fields are applicable only if India localization is implemented.

    Infor LN creates the Preliminary Delivery Challan (PDC) automatically when the load is frozen. In case challan is not required, the shipment can be confirmed directly.

  14. Click Confirm in the Shipment Lines (whinh4131m000) session.
  15. Select the related billable line in the Invoicing 360 (cisli3600m000) session and click Create Invoice.
  16. Click Yes when prompted with the Invoices will be composed based on the selected billable lines. Continue? message. The Sales Invoice report is generated with the IRN details.
  17. Select the generated invoice on the Invoices tab and click References > E-Invoice Register. The E-Invoices Register (lpind5120m000) session is displayed.
  18. Review the invoice register that is created along with the shipment and verify the IRN and details.
  19. Select Financials > General Ledger > Finanization > Finalization Run Numbers. The Finalization Run Numbers (tfgld1519m000) session is displayed.
  20. Click Go to Details for the run number. The Finalization Run Number (tfgld1609m000) session is displayed.
  21. Select the Select check box for your batch number and click Finalize.
  22. Specify D in the Device field of the Select Device window and click Continue.
    Note: The Finalization Status, Journal Report (Totals by Ledger Account), and the Journal Report (sorted by Company/Document) reports are generated.

    After the batch is finalized, the GST Register can be generated.

  23. Select Localization > India > Tax Reporting > GST Register 360. The GST Register 360 (lpind5630m000) session is displayed.
  24. Select Actions > Generate Sales Data. The Generate Sales Data (lpind5230m000) session is displayed.
  25. Specify the Tax Period, select the Sales Invoices check box in the Options section and click Generate. The GST Register generated for the sales invoice is displayed in the GST Register section of the GST Register 360 (lpind5630m000) session.