Create a customer return 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 field and press Tab.

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

Select Sales Return Order Type in the Order Type field, sales office and order series in the Control section and click Save.

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

Verify that the Original Document Type is Shipment, specify the original document order details and the reason for return in the Return Reason field and click Save.

Select Actions > Copy from Original Document . The Sales Order Invoice Lines (tdsls4106m100) session is displayed.

Select the order line of the original sales order and click Save changes and exit. The Remarks during Copy Sales Order report is generated and the order line is added to the return sales order.

Click the Approve button in the Sales Order (tdsls4100m900) session 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 opens.

Click Execute to release the sales order to Warehousing.

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

Verify that the sales order is displayed 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 Actions > Create Brazilian Invoice in the warehouse receipt header.

Click OK when the “Brazilian invoice(s) created for the receipt line.” message is displayed.

Note: This option creates a receipt invoice in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.