Export promotion schemes - process

To implement the export promotion schemes in Infor LN, execute this process:

  1. Select Invoicing > Invoicing 360. The Invoicing 360 (cisli3600m000) session is displayed.
  2. Select the appropriate billable lines and click Create Invoice.
  3. Review and close the Tax Invoice, Sales Invoice, Invoice and the Posting Batches Created reports.
  4. Select Financials > General Ledger > Finalization > Finalization Run Numbers. The Finalization Run Numbers (tfgld1519m000) session is displayed.
  5. Click New. The Finalization Run Number (tfgld1609m000) session is displayed.
  6. Select the Select check box for the batch number generated in the Posting Batches Created report.
  7. Click Finalize. The Select Device window is displayed.
  8. Verify that D (Display) is selected in the Device field.
  9. Click Continue in the Select Device window. The Finalization Status, Journal Report (Totals by Ledger Account), Journal Report (sorted by Company/Document) reports are generated.
  10. Select Localization > India > Tax Reporting > GST Register 360. The GST Register 360 (lpind5630m000) session is displayed.
  11. Select Actions > Generate Sales Data. The Generate Sales Data (lpind5230m000) session is displayed.
  12. Review the data and click Generate. The promotion lines are generated.
  13. Click Close in the Generate Sales Data (lpind5230m000) session.
  14. Select Localization > India > Export Promotions > Export Promotion Lines > Export Promotion Lines. The Export Promotion Lines (lpind3111m000) session is displayed.
  15. Click Go to Details for the promotion lines generated for the respective tax invoice document numbers. The data can be modified, if required.
  16. Select Localization > India > Export Promotions > Export Promotion Claims > Export Promotion Claims. The Generate Export Promotion Claims (lpind3215m000) session is displayed.
  17. Select the schemes in the Export Promotion Scheme field for which the claims must be generated.
  18. Review and specify the required data and click Generate.
  19. Click Close in the Generate Export Promotion Claims (lpind3215m000) session.
  20. Select Localization > India > Export Promotions > Export Promotion Claims > Export Promotion Claims. The Export Promotion Claims (lpind3515m000) session is displayed.
  21. Click Go to Details for the generated export promotion claim (ROTDEP or SEIS). The Export Promotion Claim (lpind3615m000) session is displayed.
  22. Verify that the claim lines are added and select Actions > Set Status to > Approve.
  23. Select Actions > Set Status to > Sent to submit the claim.
  24. On receipt of claim refund, select Actions > Set Status to > Close to close the claim.