Issue the sales order

To issue the sales order, execute these steps:

  1. Select References > View > Invoicing 360 in the Sales Order (tdsls4100m900) session. The Invoicing 360 (cisli3600m000) session opens.
  2. Verify that your sales order displays in the third segment of the Source Document field and related billable line displays on the Billable Lines tab.
  3. Select the billable line on the Billable Lines tab and click Actions > Compose Invoice.
  4. Click Yes when prompted with the “Invoices will be composed based on the selected billable lines. Continue?” message. The Invoice Status is updated to Ready to Print.
  5. Select the invoice line on theInvoices > 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.
  6. Access the Fiscal Documents 360 (lpbra3600m000) session, select Sales Order in the second segment, your sales order in the third segment of the Source Document field and click Apply Filter.
  7. Verify the fiscal reference generated for your invoice in the Fiscal Reference field on the Fiscal Document tab.
  8. Access the Invoicing (btsli2100m000) session and click the Go to Details button for your invoice with the Fiscal Reference number. The Invoicing (btsli2100m900) session opens.
  9. Verify that the Invoicing Fiscal Document Type is Sale With Order in the Document Data section of the invoice header.
  10. Verify that your invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Process. The Print/Post Invoices (btsli2200m100) session opens.
  11. Verify that the Print check box is selected and click Continue. The Transferred Fiscal Documents Report is printed.
  12. Click OK when prompted with the “1 Fiscal Document s) Printed and 0 Fiscal Document(s) Posted.” message. The Invoice Status is updated to Printed.
  13. 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 electronic invoice. The Process Electronic Invoice Return (btnfe8220m000) session opens.
  14. Review the data and click Process. The Authorized Electronic Fiscal Document report is generated.
  15. Verify that the NFe Status is updated to Processed and NFe Sending Status is updated to Authorized in the Invoicing (btsli2100m000) session.
  16. Verify that your 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 opens.
  17. Verify that the Post check box is selected in the Options section and click Continue.
  18. Click OK when prompted with the “0 Fiscal Document s) Printed and 1 Fiscal Document(s) Posted.” message. The Invoice Status is updated to Posted.
  19. Verify that your invoice is selected in the Invoicing (btsli2100m000) session and click Actions > Financial Integration. The Financial Integration (btsli2100m910) session opens.
  20. Verify that the Invoice Status is updated to Posted and the related postings are updated on the Ledger Postings tab.
  21. Verify that the Invoice Status is updated to Approved by External System on the Invoices > Invoice Data tab of the Invoicing 360 (cisli3600m000) session.
  22. Select the invoice and click Direct Process to generate the document in accounts receivable (ACR) and generate the related entries.
  23. Verify that the generated ACR document and the related batch number are displayed in the Batch Number field of the Posting Batches Created report.
  24. 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.
  25. Access the Accounts Receivable 360 (tfacr2560m000) session, select your business partner and click Open Entries in the Document section. The Invoice-to Business Partner Open Entries (tfacr2520m000) session opens.
  26. Review the open entry transaction generated for your business partner.
  27. Select the open entry generated for your business partner on the General tab and clickReferences > GL Transactions. The Document History - Transaction Lines (tfgld0618m200) session opens.
  28. Review the non-finalized transactions related to your document on the Non-Finalized Transaction Lines tab.