CP0701 Customer Order Processing Fill Backorders

Fill Backorders

Application Overview

 

It is not unusual for a company to run low on stock of certain items and be required to backorder part of a customer's order.  If this happens frequently enough, a large number of order remnants can accumulate on file with backorders on each one.  It can be a tedious process to access each order individually once stocks are replenished in order to change the backorders to shippable.

 

This application provides the facility to automatically fill existing backorders for an item at a specific location.  It also provides for the option of manually filling one backorder at a time, should the user opt for more control over which specific backorders are to be filled.

 

Run Instructions

Select Fill Backorders from the pull down COP Processing menu.  The following screen will then be displayed

 

 

Fill Backorders Entry Screen

 

 

The following options are available:

    • Select the desired mode from the Fill Backorders menu bar.
    • If you choose to manually fill one backorder at a time, you will be requested to enter the item number, warehouse location, if you wish to fill backorders for picked orders and the first order number you wish to process.  The program will find that order and verify that it does contain a backorder for the item and location specified, then display information about the order.  You will then be requested to enter the quantity of the back ordered amount you wish to fill.  The program will update the proper amount to ship and if any new quantity still on backorder.  You may then enter another order number to fill for the same item and location or you may end and start with a new item and/or location.
    • The program will determine whether or not there is any excess quantity on hand for that item at that location and, if there is, that amount will display near the bottom of the screen, along with the total quantity of that item backordered at that location.
    • If you choose to fill backorders automatically, enter the item number, warehouse location and if you wish to fill backorders for picked orders.  The program will go through all the backorders, filling each complete, until there is no more excess quantity of the item available or until it runs out of backorders to fill.
    • For each backordered item that is filled, a record will be kept on file in the Audit Trail.  This report may be accessed through Backorder Audit Trail Report application in the Reports pull down window.

     

    To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

    Entry Field Descriptions

     

    Name

    Type and Description

    1.  Item Number

    15 alphanumeric characters.

    Enter the item number for which you wish to fill backorders.  It must already exist in the In­ventory Item file. It must be controlled.

    Item Number (continued)

    Press the F7 key to search for the item by number or press the F8 key to search for the item by description.

    After the item number is entered, the Inventory Item file is read and the item description is automatically displayed.

    2.  Whse Location

    2 alphanumeric characters.

    Enter the location code for the warehouse from which the merchan­dise on the order is to be shipped.  The entry must be for that of a valid location.  The location's description will dis­play beside the entry.  During the entry of the order number to fill, this is the location that the program will check against the actual location specified in the order.

    Press the F7 key to search for Location.

    3.  Fill Bk-Ord For Picked               Orders ?

    Y or N.

    Enter Y to fill picked orders or N to decline.  Defaults to N.

    Order No

    The following fields are relevant when Manually filling backorders.  Press the F1 key to bring up the next valid order that has an unfilled backorder amount for this item and location, or enter the six‑digit number manually.

    Order Date

    Display only.

    After enter the order number, the following display fields will be shown.

    Customer No

    Display only.

    Request Date

    Display only.

    Promise Date

    Display only.

    Qty Ordered

    Display only.

    Qty Back Ord

    Display only.

    Fill Quantity

    A standard quantity format.

    Fill Quantity (continued)

    Enter an amount up to or equal to the back ordered quantity for this order.  The amount entered cannot exceed the total excess quantity of the item on‑hand.  Note that this total excess amount still available to be allocated is up­dated after each backorder is filled and is displayed near the bottom of the screen, as is the total quantity of that item still back ordered at that location.

    Quantity On Backorder

    Display only.

    The quantity on backorder for this item.

     Excess On-Hand Quantity

    Display only.

    This is the quantity available for this item to fill your backorders.

     

                      


     

    Manually Fill Backorders

     

     

     


     

    Automatically Fill Backorders

    Customer Order Processing

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    3. How Do You Purge Quote Type Orders?
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    5. Btrieve Error USE on COP Lock File
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    10. Is There a Way to Export and Import Price Code Files?
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    13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
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    24. How to Lock a Sales Order from Being Changed
    25. What Do I Do With "Invoice Printed But Not OK" Orders?
    26. Warn Users When Entering COP Orders for Items Below a Certain Margin
    27. Can Elliott Support Gift Cards or Gift Certificates?
    28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
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    31. Restrict User from Changing Price in COP Line Item Screen
    32. How to Determine Who Receives Shipping Confirmation Email
    33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
    34. Feature - Print Outstanding Transfers Through Invoice Edit List
    35. Feature - Date Used to Determine Price When Adding Item to Existing Order
    36. Feature - Order Release Time by Warehouse Location
    37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
    38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
    39. Feature - Order Release Log File
    40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
    41. Feature - Receive COP Transfer Order Event
    42. Feature - Location Mask Added To Label File Name
    43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
    44. Feature - Added Customer Type to Invoice Print Programs
    45. Feature - Order Acknowledgment Email Contacts
    46. How to Correct Wrong Invoice Date Once It is Posted
    47. Feature - Show Previous Qty OH in Newly Receive Inquiry
    48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
    49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
    50. CP07S1 Customer Order Processing Backorder Audit Trail Report
    51. CP0102 Customer Order Processing Copy Order
    52. CP0308S1 Customer Order Processing Purge Invoice History
    53. CP0400M Customer Order Processing Order Inquiry
    54. CP0400V Customer Order Processing Void Invoice
    55. CP0406 Customer Order Processing Freight Calculation Inquiry
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    78. CP1900 Customer Order Processing Line Item Auditing Inquiry
    79. CP1920 Customer Order Processing Line Item Auditing Report
    80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
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    82. CPCNLORD Customer Order Processing Cancel Order
    83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
    84. CPCONMNT Customer Order Processing Contract Pricing
    85. CPCUSITM Customer Order Processing Customer Item File Maintenance
    86. CPCWLPSN Customer Order Processing Purge Customer Wish List
    87. CPCWLSCN Customer Order Processing Customer Wish List Report
    88. CPEXPMNU Customer Order Processing Sales Order Export
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    91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
    92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
    93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
    94. CPPAYSCN Customer Order Processing Payment History Report
    95. CPPICMNU Customer Order Processing Pickup Processing
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    97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
    98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
    99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
    100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
    101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
    102. CPRECMNU Customer Order Processing Recurring Order Processing
    103. CPRESORD Customer Order Processing Release Held Orders
    104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
    105. CPROIMNU Customer Order Processing Recurring Order Inquiry
    106. CPSBMENU Customer Order Processing Shipment Confirmation
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    110. CPFRMMNT Customer Order Processing Invoice Form Setup
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    116. Feature - Sales Order Import Line Item Event
    117. SCLAYOUT Sales Desk Change Customer Data Window
    118. SDLAYOUT Sales Desk Screen Layout
    119. XCP0352 Customer Order Processing Print Invoices
    120. Global Setup for Invoice Printing Time Release Flags
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    122. Feature - Check for Duplicate PO During Sales Order Import
    123. Feature - Print Staging Slip by Range Selection of Bin Numbers
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