Creating a sales order

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

Select the sold to business partner and press Tab.

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

Select S08 (Sales Order Automatic) in the Order Type field, the sales office and the order series in the Control section.

Click New on the Order Lines tab and select a purchased item in the second segment of the Item field.

Specify the Ordered Quantity. The default price of the item is updated in the Price field.

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

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

Review the sales order line activities and verify that the sales order is automatically released to Warehousing.

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

Verify that the sales order number displays in the Linked Object field and click Open Object. The Outbound Line Status Overview (whinh2129m000) session opens.

Verify that the General Outbound Advice, Release Outbound Advice, Generate Picking List, and the Picking List activities are automatically executed.

ClickActions > Freeze/Confirm . The Shipment Lines (whinh4131m000) session is displayed.

Select the shipment line on the Shipments tab and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.

Verify that all the outbound activities are executed in the Outbound Line Status Overview (whinh2129m000) session and the Shipped quantity is updated in the Quantities In Inventory Unit section.

Verify that the shipment number is updated in the Document Number field of the Release Sales Orders to Warehousing activity in the Sales Order Line Status (tdsls4534s000) session.

Verify that the sales order is automatically released to Invoicing.

Verify that the approval of sales order generates the related transactions in the Integration Transactions (tfgld4582m000) session.

Select References > View > Invoicing 360 in the Sales Order (tdsls4100m900) session. The Invoicing 360 (cisli3600m000) session is displayed.

Verify that your sales order is displayed in the third segment of the Source Document field and related billable line is displayed on the Billable Lines tab.

Select the billable line on the Billable Lines tab and click Actions > Compose Invoice.

Click Yes when the “Invoices will be composed based on the selected billable lines. Continue?” message is displayed. The Invoice Status is updated to Ready to Print.

Select the invoice line on the Invoices > Invoice Data tab and click Actions > Submit to External Invoicing to send the data to the Tax Engine. The Invoice Status is updated to Submitted to External System.

Access the Fiscal Documents 360 (lpbra3600m000) session, select Sales Order in the second segment, sales order number in the third segment of the Source Document field and click Apply Filter.

Verify the fiscal reference generated for the invoice on the Fiscal Document tab.

Access the Invoicing (btsli2100m000) session and click Go to Details for the invoice generated for the Fiscal Reference number. The Invoicing (btsli2100m900) session is displayed.

Verify the Fiscal Document Type Code and the Invoicing Fiscal Document Type is Sale With Order in the Document Data section of the invoice header.

Verify the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Process to print the invoice. The Print/Post Invoices (btsli2200m100) session opens.

Verify that the Print check box is selected and click Continue. The Transferred Fiscal Documents Report is printed.

Click OK when the “1 Fiscal Document s) Printed and 0 Fiscal Document(s) Posted.” message is displayed. The Invoice Status is updated to Printed.

Verify that your invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Electronic Fiscal Doc. > Process NFe Return to request the return of the electronic invoice. The Process Electronic Invoice Return (btnfe8220m000) session is displayed.

Review the data and click Process. The Authorized Electronic Fiscal Document report is generated.

Verify that the NFe Status is updated to Processed and NFe Sending Status is updated to Authorized in the Invoicing (btsli2100m000) session.

Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Process to post and integrate the invoice. The Compose/Print/Post Invoices (btsli2200m100) session is displayed.

Verify that the Post check box is selected in the Options section and click Continue.

Click OK the “0 Fiscal Document s) Printed and 1 Fiscal Document(s) Posted.” message is displayed. The Invoice Status is updated to Posted.

Verify that the invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Financial Integration . The Financial Integration (btsli2100m910) session is displayed.

Verify that the Invoice Status is updated to Posted and the related postings are updated on the Ledger Postings tab.

Verify that the Invoice Status is updated to Approved by External System on the Invoices > Invoice Data tab of the Invoicing 360 (cisli3600m000) session.

Select the invoice and click Direct Process to generate the document in Accounts receivable (ACR) and the related entries.

Verify that the generated ACR document and the related batch number is displayed in the Batch Number field of the Posting Batches Created report.

Verify that the transactions related to COGS and a part of the sales revenue are updated on the Journal Details tab of the Integration Transactions (tfgld4582m000) session.

Access the Accounts Receivable 360 (tfacr2560m000) session, select the business partner and click Open Entries in the Document section. The Invoice-to Business Partner Open Entries (tfacr2520m000) session is displayed.

Review the open entry transaction generated for the business partner.

Select the open entry generated for the business partner on the General tab and click References > GL Transactions. The Document History – Transaction Lines (tfgld0618m200) session is displayed.

Review the non-finalized transactions related to the document on the Non-Finalized Transaction Lines tab.