Creating a purchase order

To create a purchase order, execute these steps:

  1. Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order (tdpur4100m900) session opens.
  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 purchase order type P08 (Automatic PO) in the Order Type field, the purchase office in the Purchase Office field, and the order series in the Number field.
  4. Click New on the Order Lines tab, select the purchased item in the second segment of the Item field and specify the quantity in the Ordered Quantity field.
    Note: Verify that the default price of the item is updated in the Price field.
  5. Click Approve to approve the purchase order and execute the order line activities.
  6. Select the order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  7. Review the purchase order line activities and verify that the purchase order is automatically released to Warehousing.
  8. Click Execute to execute the Awaiting Receipts - Warehouse activity. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  9. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.
  10. Select the receipt line on the Lines > Receipt tab and click Actions > Create Brazilian Invoice to submit the receipt line to Tax Engine. This option generates a fiscal receipt in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
  11. Select the receipt line on the Receipt tab of the Match Receipt Lines to Fiscal Document (btrec1101m000) session and click Actions > Mark to Link to select the receipt line to be linked to the fiscal document.
  12. Verify that the Linked check box is selected and the login ID of the user is updated in the User field.
  13. Verify that the receipt line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
  14. Specify the required data in the Issue Date, Fiscal Document, Series, and the Document Type fields and click Link. The fiscal invoice document is generated with the Fiscal Reference number.
  15. Access the Fiscal Receipt (btrec2100m000) session and click Go to Details for your fiscal receipt. The Fiscal Receipt (btrec2100m900) session is displayed.
  16. Review the data on the General tab and click Go to Details on the Receipt Lines tab. The Receipt Lines - Details (btrec2101m900) session is displayed.
  17. Review the Cost Price in the Purchase Data section on the General tab.
  18. Verify that the fiscal receipt is selected in the Fiscal Receipt (btrec2100m000) session and click Actions > Approve/Integrate to approve the invoice and integrate with the Tax Engine.
  19. Verify that the approval of fiscal note releases the physical inventory and generates the related entries on the Journal Details tab of the Integration Transactions (tfgld4582m000) session.
    Note: You can also view the variances for the tax recovery of the fiscal receipt by changing the index view for every inventory transaction
  20. Review the tax variances generated for the fiscal receipt on the Tax Variance Details tab of the Receipt Order Tax Variances (whina1143m000) session because of the ICMS recovery that impacts the cost of the product.
  21. Verify that the Ledger Account tab is updated with two lines (one from mapping scheme, and the other line that includes the account defined in the Ledger Search Matrix).
  22. Verify that the application automatically creates the financial document based on the tax variances and click Actions > Post Tax Variances to update the document number in the Document field of the Posting Details tab.
  23. Access the Fiscal Receipts (lpbra1145m000) session to view the financial documents related to accounts payable invoice.
  24. Verify that the matching is performed and the MAUC is updated in the MAUC [BRL] (by Warehouse) field of the Inventory Receipt Transactions (whina1512m000) session.
  25. Verify that the appropriate tax variances related to the tax recovery credit are updated in the Inventory Variances (whina1516m000) session and are processed automatically.