Create a return sales order
To retrieve the stock that is returned, a return sales order is created manually. Execute these steps:
- Access the Sales Order Intake Workbench (tdsls4601m200) session and click New. The Sales Order (tdsls4100m900) session is displayed.
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Select the sold-to business partner and press Tab.
Note: Infor LN populates the data related to the selected business partner.
- Select the sales order type EST (Reversal Invoice) for the reversal invoice in the Order Type field.
- Select References > Sales Order Details. The Sales Orders (tdsls4100m000) session is displayed.
- Specify the original order details, reason for return in the Return Reason field of the Returns section and click Save.
- Select Actions > Copy from Original Document to copy the order lines from the original sales order. The Sales Order Invoice Lines (tdsls4106m100) session is displayed.
- Verify that the order line is added to the Order Lines tab of the Sales Order (tdsls4100m900) session.
- Click Approve to approve the sales order and execute the order line activities.
- Select the first order line on the Order Lines tab and click References > Status . The Sales Order Line Status (tdsls4534s000) session is displayed.
- Review the order line activities and click Execute to release the sales order to Warehousing.
- Select References > View > Lines Monitor in the Sales Order (tdsls4100m900) session. The Sales Order Lines - Monitor (tdsls4510m000) session is displayed.
- Verify that the sales order is displayed in the Linked Object field and click Open Object. The Inbound Line Status Overview (whinh2119m000) session is displayed.
- Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session opens.
- Select the receipt line on the Lines > Receipt tab and click Confirm to update the warehouse receipt without creating a fiscal note.
- Verify that the warehouse receipt is updated in the Document Number field of the Sales Order Line Status (tdsls4534s000) session
- Click Execute to release the sales order line to Invoicing.
- Access the Invoicing (cisli3600m000) session, select the sales order in the third segment of the Source Document field, and click Apply Filter.
- Select the billable line of the sales order on the Billable Lines tab and click Actions > Compose Invoice. The Invoice Status is updated to Ready to Print.
- Select the invoice lines of the sales order on the Actions tab and click Actions > Submit to External Invoicing. The Invoice Status is updated to Approved by External System.