<< Click to Display Table of Contents >>

Enable Back Orders

I. Enable Back Orders option is Disabled

 

Enable Back Orders option in Company Preferences – Sales tab is disabled.

EnableBO_01

 

1.  Create a Sales Order.  Ordered quantity is 100.

EnableBO_02

 

Saving this order will update Committed and Available Stock.

 

Bullet PointCommitted Stock – will increase by the quantity ordered (100), so from 0 it will increase to 100

Bullet PointAvailable Stock – will decrease by the quantity ordered (100), so from 500 it will drop to 400

 

2.  Process the Sales Order to Invoice and Post.  Shipped quantity is 40.

EnableBO_03

 

After posting this invoice, In Stock and Committed Stock are updated.

 

Bullet PointIn Stock – will decrease by the quantity  shipped (40), so from 500 it will drop to 460

Bullet PointCommitted Stock – will decrease by the quantity  shipped (40), so from 100 it will drop to 60 (See also Remain field in the grid area, this field will show the remaining quantity not yet shipped based from the original order)

 

3.  Process again the Original Sales Order to Invoice and Post.  Shipped quantity is 25.

EnableBO_04

 

EnableBO_05

 

After posting this second invoice, In Stock and Committed Stock are updated.

Bullet PointIn Stock – will decrease by the quantity shipped (25), so from 460 it will drop to 435

Bullet PointCommitted Stock – will decrease by the quantity shipped (25), so from 60 it will drop to 35 (See also Remain field in the grid area, this field will show the remaining quantity not yet shipped based from the original order)

 

4.  Process again the Original Sales Order to Invoice and Post.  Shipped quantity is 35.

EnableBO_06

 

EnableBO_07

 

After posting this third invoice, In Stock and Committed Stock are updated.

Bullet PointIn Stock – will decrease by the quantity shipped (35), so from 435 it will drop to 400

Bullet PointCommitted Stock – will decrease by the quantity shipped (35), so from 35 it will drop to 0 (See also Remain field in the grid area, this field will show the remaining quantity not yet shipped based from the original order)

 

Now open the original order, it is marked Completed.

EnableBO_08

 

II. Enable Back Orders option is Enabled

 

Enable Back Orders option in Company Preferences – Sales Tab is enabled.

EnableBO_09

 

1.  Create Sales Order.  Ordered quantity is 100.

EnableBO_10

 

Saving this order will update the Committed and Available Stock fields.

 

Bullet PointCommitted Stock – will increase by the quantity ordered (100), so from 0 it will increase to 100

Bullet PointAvailable Stock – will decrease by the quantity ordered (100), so from 400 it will drop to 300

 

2.  Process the Sales Order to Invoice and Post.  Shipped quantity is 40.

EnableBO_11

 

Posting this invoice with Enable Back Orders option enabled will show the Back Order Message.  Clicking YES will open the Create a Back Order or Purchase Order form.  Click Create Back Order button to create a back order for the items not yet shipped.

EnableBO_12

 

This message will appear letting you know of the Back Order Number created.

EnableBO_13

 

Click OK and the invoice will be posted.

EnableBO_14

 

After this invoice is posted and Back Order is created, In Stock, Committed and Back Order stock are updated.

 

Bullet PointIn Stock – will decrease by the quantity shipped (40), so from 400 it will drop to 360

Bullet PointCommitted – will decrease by the quantity shipped (40), so from 100 it will drop to 60

Bullet PointBack Order – will increase by the quantity not shipped (60), so from 0 it will increase to 60

 

3.  Open the created Back Order, OE-10023-00 and process it to invoice.

EnableBO_15

 

EnableBO_16

 

Enter shipped quantity of 25 and Post this invoice.

EnableBO_17

 

Posting this invoice with Enable Back Orders option enabled will show the Back Order Message.  Clicking YES will open the Create a Back Order or Purchase Order form.  Click Create Back Order button to create a back order for the items not yet shipped.

EnableBO_18

 

This message will appear letting you know of the Back Order Number created.

EnableBO_19

 

Click OK and the invoice will be posted.

EnableBO_20

 

After this invoice is posted and Back Order is created, In Stock, Committed and Back Order stock are updated.

 

Bullet PointIn Stock – will decrease by the quantity shipped (25), so from 360 it will drop to 335

Bullet PointCommitted – will decrease by the quantity shipped (25), so from 60 it will drop to 35

Bullet PointBack Order – will decrease by the quantity shipped (25), so from 60 it will drop to 35

 

4.  Open the created Back Order, OE-10023-01 and process it to invoice.

EnableBO_21

 

EnableBO_22

 

When the invoice opens, shipped the remaining quantity and Post this invoice.

EnableBO_23

 

After this invoice is posted, In Stock, Committed and Back Order stock are updated.

 

Bullet PointIn Stock – will decrease by the quantity shipped (35), so from 135 it will drop to 100

Bullet PointCommitted – will decrease by the quantity shipped (35), so from 35 it will drop to 0

Bullet PointBack Order – will decrease by the quantity shipped (35), so from 35 it will drop to 0

 

Now that the Back Order has dropped to 0, then the last Back Order will be marked Complete.

EnableBO_24