Export sales order process

To process the export sales order, execute these steps:

  1. Select Sales > Orders > Order Intake Workbench. The Sales Orders Intake Workbench (tdsls4601m200) session is displayed.
  2. Click New. The Sales Order (tdsls4100m900) session is displayed.
  3. Select the business partner in the Business Partner field and press Tab.
    Note: Infor LN populates the data related to the selected business partner.
  4. Click New on the Order Lines tab to create a sales order line.
  5. Click Go to Details for the sales order line. The Sales Order Lines (tdsls4101m000) session is displayed.
  6. Review the tax registration data defaulted on the Tax tab. Click Save changes and exit in the Sales Order Lines (tdsls4101m000) session.
  7. Click Approve to approve the sales order in the Sales Order (tdsls4100m900) session.
  8. Select the sales order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.
  9. Review the activities and click Execute to execute the order line activities.
  10. Click the Monitor tab in the Sales Order (tdsls4100m900) session and select References > Inbound/Outbound Status. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  11. Review the outbound order line activities.
  12. Click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  13. Select the shipment on the Shipments tab and click References > Loads. The Shipments (whinh1300m000) session is displayed.
  14. Click Shipment Charges in the Amounts section of the Invoicing tab (if shipment charges are applicable). The Shipment Charges (whinh4122m000) session is displayed.
    Note: You can define multiple charges for all the lines of shipment and the individual line based charges. When multiple shipment charges are defined, the Kind of Charge field is updated to Consolidated.
  15. Select References > Loads in the Shipment Lines (whinh4131m000) session. The Load (whinh4640m000) session is displayed.
  16. Select the load and click Freeze to freeze the load and click References > Load - India. The Load (lpind1640m000) session is displayed.
  17. Click Go to Details for the shipment on the Shipments tab. The Shipment (lpind1630m000) session is displayed.
  18. Click the Cargo tab and specify the port details as port is mandatory for export transactions.
    Note: Verify that the Shipment Charges Applicable check box is selected on the Shipment Charges tab.
  19. Click Go to Details for the shipment line on the Shipments tab. The Shipment Lines (lpind1131m000) session is displayed.
  20. Review the exchange rate type details in the Exchange Rate section and the amount details in the Amounts section.
  21. 20 Select References > Shipment Charges. The Shipment Charges (lpind1132m000) session is displayed.
    Note: Select, if the charges are applicable to FOB or not and also change the apportioning method, if required.
  22. Select Actions > Update Shipment Charges to Lines to apportion the shipment charges. The shipment charges of the header are apportioned to the lines and the respective details are updated.
  23. Verify that the Shipment Charges Updated check box is selected on the Shipment Charges tab.
  24. Verify that the Shipment Charges field is updated in the Amounts section of the Shipment Line (lpind1131m000) session.
  25. Click Shipment Charges to view the charges applicable only at the line level.
  26. Click Confirm in the Load (whinh4140m000) session to confirm the load/shipment.
  27. Select the shipment line on the Shipments tab of the Load (lpind1640m000) session and click Actions > Generate Shipping Bill to generate the shipping bill.
  28. Select the related billable line in the Invoicing 360 (cisli3600m000) session and click References > Tax Invoice Data. The Tax Invoice Data (cisli8112m000) session is displayed.
  29. Verify that the Based on Shipment Document check box is selected as the all the tax details are displayed based on the shipment.
  30. Click Create Invoice in the Invoicing 360 (cisli3600m000) session to create the invoice for the selected billable line.
  31. Verify that the Posting Batches Created report displays the two invoices generated (one for net sales invoice and one for tax invoice).
  32. Click Go to Details for the invoice line on the Invoices tab of the Invoicing 360 (cisli3600m000) session. The Invoice (cisli3605m000) session is displayed.
    Note: The related invoice details are displayed on the Related Invoices tab. The sales invoice is the related invoice for the tax invoice and vice versa.
  33. Select the invoice on the Invoices tab of the Invoicing 360 (cisli3600m000) session and click References > E-Invoice Register to review this data:
    • The invoice register that is created when the shipment is confirmed (the tax invoice number is reported to IRP and is used to generate IRN)
    • The IRN
    • The E-Way Bill number that is generated
  34. Select Financials > General Ledger > Finalization > Finalization Run Numbers. The Finalization Run Numbers (tfgld1519m000) session is displayed.
  35. Click Go to Details for the run number. The Finalization Run Number (tfgld1609m000) session is displayed.
  36. Select the Select check box for your batch number and click Finalize.
  37. Specify D in the Device field of the Select Device window and click Continue.
    Note: The Finalization Status, Journal Report (Totals by Ledger Account), and the Journal Report (sorted by Company/Document) reports are generated. After the batch is finalized, the GST Register can be generated.
  38. Select Localization > India > Tax Reporting > GST Register 360. The GST Register 360 (lpind5630m000) session is displayed.
  39. Select Actions > Generate Sales Data. The Generate Sales Data (lpind5230m000) session is displayed.
  40. Specify the Tax Period, select the Sales Invoices check box in the Options section and click Generate. The GST Register generated for the sales invoice is displayed in the GST Register section of the GST Register 360 (lpind5630m000) session.