Return purchase order

To create a return purchase order, execute these steps:

  1. In the Purchase Order Intake Workbench (tdpur4601m200) session. click New. The Purchase Order (tdpur4100m900) session is displayed.
    1. Select your buy-from 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.
    2. Select the purchase order type for returns in the Order Type field, purchase office in the Purchase Office field, and the order series in the Order field.
    3. Select References > Purchase Order Details. The Purchase Orders (tdpur4100m000) session is displayed.
  2. In the Purchase Orders (tdpur4100m000) session:
    1. Verify that Order Receipt is selected in the Original Document Type field,
    2. Select the receipt number of the original purchase order in the Original Document No. field.
    3. Select the reason for return in the Return Reason field of the Returns section.
    4. Select Actions > Copy from Original Document.
    5. Click Yes when the “Select lines from history?” message is displayed. The Purchase Actual Receipt History (tdpur4556m000) session is displayed.
  3. The Purchase Actual Receipt History (tdpur4556m000) session:
    1. Select the receipt number of the original order line.
    2. Click OK.
  4. Verify that the order line of the original purchase order is added including the total amount is added to the Order Lines tab in the Purchase Order (tdpur4100m900) session.
    Note: If partial return is required, modify the quantity in the Ordered Quantity field.
  5. Click the Approve button to approve the purchase order and execute the order line activities.
  6. Select the order line on the Order Lines tab.
  7. On the specific menu, click Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  8. Click Execute to release the purchase order to Warehousing.
  9. Click Execute to confirm the shipment. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  10. Verify that all the outbound activities are automatically executed and the shipped quantity is updated in the Shipped field.