Sales order process (automatic)

To process the sales order process for GSP solution (automatic), execute these steps:

  1. Select Sales > Orders > Order Intake Workbench. The Sales Orders Intake Workbench (tdsls4601m200) session is displayed.
  2. Click New. The Sales Order (tdsls4100m900) session is displayed.
  3. Select the business partner in the Business Partner field and press Tab.
    Note: Infor LN populates the data related to the selected business partner.
  4. Click New on the Order Lines tab to create a sales order line.
  5. Click Go to Details for the sales order line. The Sales Order Lines (tdsls4101m000) session is displayed.
  6. Review the tax registration data defaulted on the Tax tab. Click Save changes and exit in the Sales Order Lines (tdsls4101m000) session.
  7. Click Approve to approve the sales order in the Sales Order (tdsls4100m900) session.
  8. Select the sales order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.
  9. Review the activities and click Execute to execute the order line activities.
  10. Click the Monitor tab in the Sales Order (tdsls4100m900) session and select References > Inbound/Outbound Status. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  11. Review the outbound order line activities.
  12. Click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  13. Select the shipment on the Shipments tab and click Confirm.
  14. Repeat the steps 8-13 for all the sales order lines, if any.
    Note: Infor LN generates the IRN automatically based on the parameters defined in the Indian Financial Parameters (lpind0100m000) session and approves the e-invoices.
  15. Continue with the normal sales invoicing process of print and post the invoices and close the sales order.
  16. Select Invoicing > Invoicing 360. The Invoicing 360 (cisli3600m000) session is displayed.
  17. Select an invoice on the Invoices tab for which the IRN is applicable and click References > E-Invoices Register. The E-Invoices Register (lpind5120m000) session is displayed.
  18. Review the details of the e-invoice generated for the IRN and close the open sessions.