Creating a sales schedule

Access the Sales Schedule (tdsls3611m100) session and click New. The Sales Schedule (tdsls3611m000) session is displayed.

Select Sold-to Business Partner and press Tab.

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

Select the series for sales schedule in the Schedule field and select Material Release in the Schedule Type field of the Control section.

Select the item in the Customer Item field of the Item section and press Tab.

Verify that the item associated with the selected Customer Item field is displayed in the second segment of the Item field.

Note: To create a sales schedule, an active contract must be defined for the selected item and the sold-to business partner.

Click New on the Schedule Lines tab to create the schedule lines for the sales schedule and click Save.

Select Actions > Approve in the schedule header section to approve the schedule. The Approved Sales Schedules (tdsls3211m000) session is displayed.

Review the data and click Approve. The schedule line Status is updated to Approved.

Select Actions > Release to Order in the sales schedule header. The Release Sales Schedules to Order (tdsls3207m000) session is displayed.

Select the sales order type linked to the warehousing order in the Order Type to generate the warehousing order and click Release.

Note: If the value in the Order Type field is not specified, Infor LN selects the default value defined in the Default Order Types by Origin (whinh0120m000) session.

Verify that the generated warehouse orders are displayed in the Release to Order report.

Click Close in the Release Sales Schedules to Order (tdsls3207m000) session.

Verify that the sales schedule line Status is updated to Order Generated on the Schedule Lines tab of the Sales Schedule (tdsls3611m000) session.