Creating a sales order

To create a sales order (with installments):

  1. Access the Sales Order Intake Workbench (tdsls4601m200) session and click New. The Sales Order (tdsls4100m900) session is displayed.
  2. Select the business partner in the Business Partner field and press Tab.
    Note: Infor LN populates the data related to the selected business partner.
  3. Select the order type in the Order Type field, sales office in the Sales Office field, and the order series in the Order field of the Controls section.
  4. Select Installment Plan in the Installments field and verify that the installment plan linked to business partner is displayed in the Plan field.
  5. Click New on the Order Lines tab, select the item in the second segment of the Item field, and specify the quantity in the Ordered Quantity field.
  6. Click Go to Details related to the order line on the Order Lines tab. The Sales Order Lines (tdsls4101m000) session is displayed.
  7. Select the third-party not owned warehouse in the Warehouse field of the Item section on the Item tab and click Save changes and exit.
  8. Click Approve to approve the sales order in the Sales Order (tdsls4100m900) session and click References > Installments. The Installments (cisli8620m000) session is displayed.
  9. Select the installment line on the Lines > General tab and click Transfer to transfer the installment line to Invoicing. The Installment Status is updated to Transferred.
    Note: The transfer of installment line generates a billable line in the Invoicing 360 (cisli3600m000) session.