Creating a return purchase order

To create a return purchase order, execute these steps:

  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 of the Buy-from section and press Tab.
    Note: Infor LN populates the default data for the selected business partner in the other fields of the purchase order header.
  3. Select the order type for return purchase orders in the Order Type field, purchase office in the Purchase Office field, and the order series in the Order field of the Control section.
  4. Select References > Purchase Order Details. The Purchase Orders (tdpur4100m000) session is displayed.
  5. Select the receipt of the original purchase order in the Original Document No field, reason for return in the Return Reason field of the Returns section and click Save.
  6. Select Actions > Copy from Original Document.
  7. Click Yes when the “Select lines from history?” message is displayed. The Purchase Actual Receipt History (tdpur4556m000) session is displayed.
  8. Verify that the order line with the total amount is added to the Order Lines tab in the Purchase Order (tdpur4100m900) session.
  9. Click Approve to approve the purchase order and execute the order line activities.
  10. Select order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  11. Click Execute to release the purchase order to Warehousing.
  12. Click Execute to execute the Awaiting Shipments - Warehouse activity. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  13. Verify that all the outbound activities are automatically executed 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 Awaiting Shipments - Warehouse activity.