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Defining Manual Back Order Release Form

Select required criteria and click Add to return lines to the grid. Tick Fulfill box to allocate stock to sales orders

Criteria and Header

Set the relevant criteria and click Add to populate the grid with the appropriate back order records. Multiple selections can be made - e.g. select one debtor account From and To and click Add, then select another debtor account From and To and click Add. Lines are displayed for both debtor accounts

Field	Description
Batch No.	Automatically populated on save. System Numbers form field ManualBOBatch controls the numbering
Order by Invoice No.	Select if required
Order by Debtor Account No.	Select if required
Invoice No.	Grid is populated with the first and last sales order numbers. Select From and To invoice numbers
Invoice Date	Grid is populated with the first and last invoice dates from the database. Enter required values
Account No.	Grid is populated with the first and last debtor account numbers. Select required accounts
Part No.	Grid is populated with the first and last part numbers in the database. Select From and To part numbers
Bill Type	Select from drop down list
Invoice Type	Select from drop down list
Order Type	Select from drop down list. The only options are Invoice Order and Active Orders

Back Orders

Lines are populated into the grid according to the selection criteria. Unwanted lines can be removed from the grid by clicking the waste bin.

Invoice No.	Sales order numbers associated with the back order records
Expected Delivery Date	Populated from the header window of the sales order
Invoice Init Date	The date the sales order was created
Account No.	Debtor account number
Name	Debtor name
Part No.	Part numbers with back orders
Description	Description from the inventory maintenance
Back Order Value	Dollar sales value of the back order lines
Back Order Quantity	Quantity on back order
Quantity Left	Stock on hand available. Value is adjusted as Fulfil box is ticked
Fulfil	Tick if stock is be allocated to back orders

Reports

Reports are setup in the sales order form, Record, File Printer Setup menu option. Untick reports not required to be printed.

Bill Type	Billing type description
Trading Category	Description associated with each report
Back Order Status	Status associated with each report
Report Description	Description of the record
Type	Invoice, Delivery Docket, Picking Slip, Packing Slip, Other
Report Path	Location of relevant report
Report File Name	Name of report
Printer Device	Printer details
Printer Name	Printer details
Printer Port	Printer details
Print	Untick if report is not required

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