Return Sales Order

Access the Sales Order Intake Workbench (tdsls4601m200) session and click New. The Sales Order (tdsls4100m900) session is displayed.

Select the business partner in the Business Partner field and press Tab.

Note: Infor LN populates the data related to the selected business partner.

Select the sales order type for reversal invoice EST (Reversal Invoice) in the Order Type field.

Select References > Sales Order Details. The Sales Orders (tdsls4100m000) session is displayed.

Specify the original order details in the Returns section and the reason for return in the Return Reason field.

Select Actions > Copy from Original Document to copy the order lines from the original order.

Create an order line for the costs (freight, expenses, and so on) manually on the Order Lines tab in the Sales Order (tdsls4100m900) session.

Click Approve to approve the sales order and execute the order line activities.

Select the first order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.

Review the order line activities and click Execute to release the sales order to Warehousing.

Select References > View > Lines Monitor in the Sales Order (tdsls4100m900) session. The Sales Order Lines - Monitor (tdsls4510m000) session is displayed.

Verify that the sales order displays in the Linked Object field and click Open Object. The Inbound Line Status Overview (whinh2119m000) session is displayed.

Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.

Select the receipt line on the Lines > Receipt tab and click Confirm.

Verify that the warehouse receipt is updated in the Document Number field of the Sales Order Line Status (tdsls4534s000) session.

Click Execute to release the sales order line to Invoicing.

Select the second order line for the expense item on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.

Click Execute to perform sales deliveries of the freight line. The Sales Deliveries (tdsls4101m200) session is displayed.

Select the sales delivery line and click Confirm.

Click Execute in the Sales Order Line Status (tdsls4534s000) session to release the second sales order line to Invoicing.

Select the billable lines of the sales order on the Billable Lines tab in the Invoicing (cisli3600m000) session and click Actions > Compose Invoice. The Invoice Status is updated to Ready to Print.

Select the invoice lines of the sales order on the Actions tab and click Actions > Submit to External Invoicing. The Invoice Status is automatically updated to Approved by External System.