Third-party shipment return

At this stage of the process, a production order must be created to receive the finished product in the normal warehouse type and issue the material from the NPT warehouse.

This production order must include a subcontracted operation for the beneficiary supplier business partner to perform the fiscal receipt and service payment.

In third-party control of this receipt, link the order with the symbolic shipment invoice of triangular operation.

To process the third-party shipment return:

  1. Access the Production Orders (tisfc0501m000) session and click New. The Production Order (tisfc0101m100) session is displayed.
  2. Select the order series in the Production Order field, select the manufactured item in the second segment of the Item field and press Tab.
    Note: Infor LN populates the data for related to the item.
  3. Specify the quantity in the Quantity Ordered field.
  4. Verify that the data in the Routing and Warehouse fields is updated and click Save.
  5. Verify that the default operation defined for the item is updated on the Operations tab.
  6. Click Release Order to release the production order. The production order Status is updated to Released.
  7. Verify that the production order is selected in the Production Orders (tisfc0501m000) session and click Actions > Material to Issue for Production Orders. The Material to Issue for Production Orders (ticst0101m100) session is displayed.
  8. Verify the quantity in the To Issue field for the material that must be issued to the production order.
  9. Verify that the production order is selected in the Production Orders (tisfc0501m000) session and click Actions > Subcontracting > Generate Subcontracting Purchase Documents. The Generate Subcontracting Purchase Documents (tisfc2250m000) session is displayed.
  10. Verify that Purchase Order is selected in the Subcontracting Document field on the Options tab.
  11. Verify that the production order is selected in the Production Order field of the Selection Range section on the Options tab.
  12. Clear the Previous Operation Must be Completed and Generate Orders for Blocked Operations check boxes of the Options section on the Options tab.
  13. Select the series for the purchase order in the Order Series field and the order type for purchase order in the Order Type field in the Purchase Order section on the Options tab and click Generate.
  14. Review the Subcontracted Operations report and make a note of the generated Purchase Order number.
  15. Review the subcontracted rates in the Subcontracted Rates (ticpr1160m000) session based on which the purchase order is generated.
  16. Verify that the production order is selected in the Production Orders (tisfc0501m000) session and click Actions > Subcontracting > Purchase Order. The Purchase Order (tdpur4100m900) session is displayed.
  17. Review the purchase order details and verify that the Fiscal Document Type is Return Third-party Shipment. Also, verify that Subcontracted is Yes for this operation type in the Fiscal Document Type Code Matrix Definition (lpbra0102m000) session.
  18. Click Approve in the Purchase Order (tdpur4100m900) session to approve the purchase order.
  19. Select the purchase order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  20. Review the order line activities and verify that the Release Purchase Orders to Warehousing activity is automatically executed.
  21. Click Execute for the Awaiting Receipts – Warehouse activity. The Inbound Line Status Overview (whinh2129m000) session is displayed.
  22. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.
  23. Select the order line on the Lines > Receipt tab and click Actions > Create Brazilian Invoice to submit the receipt line to the Tax Engine.
    Note: This process generates the receipt invoice document for the third-party shipment in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
  24. Select the receipt invoice line on the Receipt tab and click Actions > Mark to Link to select the receipt line to link with the fiscal document.
    Note: Verify that the Receipt Fiscal Document Type is Shipment Return-to Third Party for the generated receipt invoice line.
  25. Verify that the Linked check box is selected and the User field is updated with the login ID of the user for the receipt invoice line.
  26. Verify that the receipt invoice line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
  27. Specify the required data in the Issue Date, Fiscal Document, Series, and the Document Type fields and click Link. The process is completed and the fiscal receipt document is generated with the fiscal reference number.
  28. Access the Fiscal Receipt (btrec2100m000) session and click Go to Details related to the fiscal receipt document. The Fiscal Receipt (btrec2100m900) session is displayed.
  29. Verify that the Receipt Fiscal Document Type is Shipment Return-to Third Party in the Document section of the receipt invoice header.
  30. Click Go to Details related to the receipt invoice line on the Receipt Lines tab. The Receipt Lines – Details (btrec2101m900) session is displayed.
  31. Specify the third-party related data on the Third Party Return tab and click Save and close in the Receipt Lines – Details (btrec2101m900) session.
  32. Verify that the receipt invoice line is selected on the Receipt Lines tab in the Fiscal Receipt (btrec2100m900) session and click Actions > Process Link Confirmation.
  33. Verify that a line with the third-party data is added to the Receipt Lines tab with a Line Type of Return.
  34. Verify that the fiscal receipt invoice is selected in the Fiscal Receipt (btrec2100m000) session and click Actions > Approve/Integrate to approve the invoice and integrate with the order.
  35. Verify that the third-party balance is updated in the Receipt Relationship by Invoicing (btfdc1110m000) session.
    Note: The finished product is received using the production order.
  36. Select the production order in the Production Orders (tisfc0501m000) session and click Actions > Report Operations Completed. The Report Operations Completed (tisfc0130m000) session is displayed.
  37. Select the operation line and click Complete. The Operations Status is updated to Complete.
  38. Verify that the production order is selected in the Production Orders (tisfc0501m000) session and click Actions > Report Orders Completed. The Report Orders Completed (tisfc0120s000) session is displayed.
  39. Specify the quantity in the Additional Quantity to Deliver field of the Quantities to Do section and press Tab.
  40. Select Production Completed in the Order Status field and click Save.
  41. Click Yes when the “Automatically confirm receipt when activating warehouse order inbound line?” message is displayed.
  42. Verify that the Order Status is updated to Completed.