BACK ORDERS

Back order records are created where:

• the item is a physical inventory item; and
• there is insufficient stock or the item is forced onto back order; and
• the inventory item is backorderableThe inventory item has the field Back Orderable ticked in the Main tab of the item.

The back order mode is set to the default value in DefaultBOMode in Invoicing.  There are two options:

• Automatic – back orders are filled by Process Back Orders
• Manual – back orders are filled by manually creating a new snapshot to deliver stock once the sales order has been processed
• Automatic and Manual - can be filled by the Manual Back Order Release form

The back order records are created depending on the Billing type of the sales order:

• Invoice Order - when the sales order is processed
• Active Order - when the sales order is saved

As stock items required to fill back orders become available, the Process Back Orders run will fill or partially fill outstanding sales orders based on the First In First Out method of stock control, unless the priority for allocation has been changed manually by a user.

A copy of the order, known as a snapshot, is automatically created as outstanding orders are being filled and records the details of stock delivered with that snapshot delivery version of the order.

Sales Orders with a back order mode of Manual and a status of Processed are filled by creating a new snapshot.  A quantity greater than the back ordered amount cannot be entered. Where insufficient stock is available, the quantity entered will be adjusted back to the available amount.

Inventory stock on hand levels are updated immediately.  Process Sales Orders has to be run to update the general ledger, sales figures and debtor details.  The orders created from the back order run can be automatically printed at that point or on demand depending on system settings.

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