Infor LN & Baan Tips & Tricks for OPERATIONS: Creating a Purchase Order with Subcontracting

To create a purchase order (with subcontracting) third party outsourcing from purchase order, execute these steps:

1. Create a purchase order using the same data set defined in the Subcontracting Models (tisub1100m000) session.
2. In the Purchase Order Intake Workbench (tdpur4601m200) session, click New. The Purchase Order (tdpur4100m900) session is displayed.
3. Select the business partner in the Business Partner field, Press Tab. Note: Infor LN populates the default data for the selected business partner in the other fields of the purchase order header.
4. Select the order type for subcontracting in the Order Type field, purchase office in the Purchase Office field, and the related order series in the Order field.
5. Click New on the Order Lines tab and select your subcontracted price item in the second segment of the Item field.
6. Specify the required quantity in the Ordered Quantity field, price of the item in the Price field and click Save.
7. Click the Approve button to approve the purchase order. The purchase order Status is updated to Approved.
8. Verify that the material to be sent to the subcontractor is updated on the Material Supply Lines tab.
9. Select the material line on the Material Supply Lines tab and click Actions > Generate Supply Order.
10. Select the generated supply order line updated in the Supply Order Line field on the Material Supply Lines tab and click References > Supply Lines. The Warehousing Order (whinh2100m100) session is displayed.
11. Select the outbound order line on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
12. In the Outbound Line Status Overview (whinh2129m000) session, ensure that the Generate Outbound Advice and the Release Outbound Advice activities are automatically executed.
13. On the specific menu, click Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
14. Select the shipment line and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.

15. Verify that the Line Status is Shipped for the outbound order line on the Outbound Lines tab in the Warehousing Order (whinh2100m100) session.

Kathy BartheltKathy Barthelt

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