Return purchase order

If the inventory must be returned, create a return purchase order manually

To create a return purchase order:

  1. Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order (tdpur4100m900) session is displayed.
  2. Select the buy-from business partner in the Business Partner field of the Buy-from section and press Tab.
    Note: Infor LN populates the data related to the selected business partner in the other fields of the purchase order header.
  3. Select the order type for purchase reversal in the Order Type field, purchase office in the Purchase Office field, and 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 and the 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 purchase order.
  7. Click Yes when the “Select lines from history?” message is displayed. The Purchase Actual Receipt History (tdpur4556m000) session is displayed.
  8. Select the order line of the original purchase order and click OK.
  9. Verify that the order line is added to the Order Lines tab in the Purchase Order (tdpur4100m900) session.
  10. Click Approve in the Purchase Order (tdpur4100m900) session to approve the purchase order.
  11. Select the purchase order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  12. Click Execute related to the Release Purchase Orders to Warehousing activity.
  13. Click Execute related to the Awaiting Shipments - Warehouse activity. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  14. Verify that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed and click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  15. Select the shipment line on the Shipments tab and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  16. Verify that all the outbound line activities are executed in the Outbound Line Status Overview (whinh2129m000) session.
  17. Verify that the shipment number is updated in the Document Number field corresponding to the Awaiting Shipments – Warehouse activity in the Purchase Order Line Status (tdpur453m000) session.
    Note: This is a purchase reversal process and so the generation of fiscal document is not required.
  18. Review the transactions generated in the Integration Transactions (tfgld4582m000) session.
  19. Select all the transactions generated for the return purchase order on the Journal Details tab in the Integration Transactions (tfgld4582m000) session and click Actions > Map Specific Transactions. The Transaction Status is updated to Mapped for all the transactions.
  20. Verify that all the transactions for the return purchase order are selected on the Journal Details tab and click Actions > Post Specific Transactions.
  21. Click Yes when the “Posting cannot be undone, continue?” message is displayed. The Transaction Status is updated to Posted for all the transactions.