Create a return sales order

To retrieve the stock that is returned, a return sales order is created manually. Execute these steps:

  1. Access the Sales Order Intake Workbench (tdsls4601m200) session and click New. The Sales Order (tdsls4100m900) session is displayed.
  2. Select the sold-to business partner and press Tab.
    Note: Infor LN populates the data related to the selected business partner.
  3. Select the sales order type EST (Reversal Invoice) for the reversal invoice in the Order Type field.
  4. Select References > Sales Order Details. The Sales Orders (tdsls4100m000) session is displayed.
  5. Specify the original order details, reason for return in the Return Reason field of the Returns section and click Save.
  6. 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.
  7. Verify that the order line is added to the Order Lines tab of the Sales Order (tdsls4100m900) session.
  8. Click Approve to approve the sales order and execute the order line activities.
  9. Select the first order line on the Order Lines tab and click References > Status . The Sales Order Line Status (tdsls4534s000) session is displayed.
  10. Review the order line activities and click Execute to release the sales order to Warehousing.
  11. Select References > View > Lines Monitor in the Sales Order (tdsls4100m900) session. The Sales Order Lines - Monitor (tdsls4510m000) session is displayed.
  12. 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.
  13. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session opens.
  14. Select the receipt line on the Lines > Receipt tab and click Confirm to update the warehouse receipt without creating a fiscal note.
  15. Verify that the warehouse receipt is updated in the Document Number field of the Sales Order Line Status (tdsls4534s000) session
  16. Click Execute to release the sales order line to Invoicing.
  17. Access the Invoicing (cisli3600m000) session, select the sales order in the third segment of the Source Document field, and click Apply Filter.
  18. 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.
  19. 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.