Creating a purchase order
To create a normal purchase order:
- Access the Purchase Order Intake Workbench (tdpur4601m200) session and click New. The Purchase Order (tdpur4100m900) session is displayed.
-
Select the business partner (supplier) in the Business Partner field and press Tab.
Note: Infor LN populates the default data for the selected business partner in the purchase order header.
- Select the normal purchase order type P08 (Automatic PO) in the Order Type field.
-
Select the item in the Item field on
the Order Lines tab and specify the
quantity in the Ordered Quantity
field.
Note: Verify that the default price of the item is updated in the Price field.
- Click Approve to approve the purchase order and execute the order line activities.
- Select the order line on the Order Lines tab and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
- Review the purchase order line activities and verify that the order line is automatically released to Warehousing.
- Click Execute. The Inbound Line Status Overview (whinh2119m000) session is displayed.
- Select Actions > Receive. The Warehouse Receipts (whinh3512m000) session is displayed.
- Click Actions > Create Brazilian Invoice in the header section to submit the receipt lines to the Tax Engine. This generates a receipt invoice in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
- Select the purchase order on the Lines tab in the Match Receipt Lines to Fiscal Document (btrec1101m000) session and click Actions > Mark to Link to select the receipt line to match with the fiscal document. The Linked check box is selected and the User field is updated.
- Verify that the receipt line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
- Specify the required data in the Issue Date, Fiscal Document, and the Series fields and click Link. The document is generated with a Fiscal Reference number.
- Click Go to Details for the fiscal receipt document in the Fiscal Receipt (btrec2100m000) session. The Fiscal Receipt (btrec2100m900) session is displayed.
- Verify that Purchase with Order displays in the Receipt Fiscal Document Type field in the Document section on the General tab.
- Click Go to Details for the receipt line on the Lines tab. The Receipt Lines – Details (btrec2101m900) session is displayed.
- Review the tax details on the Receipt Lines – Taxes tab and the amounts on the Purchase Data section.
- Verify that the fiscal receipt document is selected in the Fiscal Receipts (btrec2100m000) session and click Actions > Approve/Integrate. The fiscal document is approved and the purchase order is integrated with the invoice.
- Verify that the fiscal receipt document is selected in the Fiscal Receipts (btrec2100m000) session and click Actions > Financial Integration. The Financial Integration (btrec2100m910) session is displayed.
- Verify that the green check mark is selected for the Accounted field in the Reference section.
- Review the transactions generated in the Integration Transactions (tfgld4582m000) session.
- Select the transactions generated for the purchase order on the Journal Details tab and click Actions > Map Specific Transactions to map the selected transactions. The Transaction Status is updated to Mapped.
- Verify that the transactions generated for the purchase order are selected on the Journal Details tab and click Actions > Post Specific Transactions to post the mapped transactions. The Transaction Status is updated to Posted.