Sales order process (manual)

To process the sales order process for GSP solution manually, execute these steps:

  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 Confirm.
  14. Repeat the steps 8-13 for all the sales order lines, if any.
  15. Select References > Release > Release to Invoicing in the Sales Order (tdsls4100m900) session to release the sales order to Invoicing. The Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session is displayed.
  16. Click Release. The Release Sales Orders/Schedules to Invoicing - Log Report is displayed that includes the details of the sales order lines that are released to Invoicing.
  17. Review and close the report.
  18. Select References > View > Invoicing 360 in the Sales Order (tdsls4100m900) session. The Invoicing 360 (cisli3600m000) session is displayed.
  19. Verify that the billable lines of the confirmed shipment lines are displayed on the Billable Lines tab with a Status of Confirmed.
  20. Select each billable line related to the confirmed shipment line and click Actions > Compose Invoice. The Invoice Status is updated to Ready to Print.
  21. Select the invoice on the Invoices tab and click Actions > Submit to External System. The Invoice Status is updated to Submitted to External System.
    Note: You can also submit the invoices to the external system as a batch using the Submit Invoices to External System (cisli2200m300) session.
  22. Select the invoice on the Invoices tab and click References > E-Invoice Register. The E-Invoices Register (lpind5120m000) session is displayed.
  23. Navigate to the export path and download the exported files that are generated for each invoice.
  24. Login to the IRP portal using the designated credentials and upload the exported files to the IRP portal. The Government sends a response file for the approved and rejected invoices.
  25. Select Actions > Import Response Files in the E-Invoices Register (lpind5120m000) session. The Import Response Files (lpind5220m100) session is displayed.
  26. Select the Approved Invoices check box for approved invoices. Select the File on Server check box, if the response file is downloaded to the server.
  27. Click Import and select the location of the file on the local machine and click OK. The Invoice Status is updated to Approved by External System.
  28. To update the status of the invoice individually, click Go to Details for the invoice line in the E-Invoices Register (lpind5120m000) session. The E-Invoices Register (lpind5120m000) session is displayed.
  29. Specify the IRN on the Invoice Details tab and the Signed QR Code on the Signed JSON Details tab.
  30. Select Actions > Set to > Approve. The E-Invoice Status and the Invoice Status is updated to Approved by External System.
  31. Continue with the normal sales invoicing process of print and post the invoices and close the sales order.
  32. Select Actions > Import Response Files in the E-Invoices Register (lpind5120m000) session. The Import Response Files (lpind5220m100) session is displayed.
  33. Select the Rejected Invoices check box for rejected invoices. Select the File on Server check box, if the response file is downloaded to the server.
  34. Click Import. The Invoice Status is updated to Rejected by External System.