Backorder List window

The Backorder List window enables you to choose how to handle the situation where you want to sell more items than you have on hand.

For example, if you enter 1,000 in the Ship column on an invoice but only have 500 of the item on hand, this window will appear when you click Record in the Sales window.

The Backorder List window enables you to auto-build, buy or backorder an item.

note : Multiple items with insufficient quantities

You can use the Backorder List window to perform the following tasks: build, buy or backorder. However, you can only perform one of these tasks at a time and in the following order: build, buy and then backorder. For example, if you want to backorder some items and buy others, you need to buy the required items first and then return to this window (by clicking Record in the Sales window again) to complete the backorder.

Field Descriptions

Item Number and Name columns

These columns display the numbers and names of the items whose on-hand quantities are less than the quantities you want to sell.

# Needed column

This column displays the quantity of items needed to complete the invoice. For example, if you entered 1,000 in the Sales window and have only 300 of the item in stock, 700 will appear in this field.

Build column

If you want to automatically build more of an item in order to fulfill the invoice quantity, click in the Build column. Note that you can only add a mark to the Build column if you have specified the components that make up the item (in the Auto-Build view of the Item Information window).

If a mark appears in this column, the default action button for this window is called Build. Click Build to display the Auto-Build Items window, where you can automatically build the items.

Buy column

If you want to purchase more items in order to fulfill the invoice quantity, click in the Buy column. Note that you can only add a mark to the Buy column if you have assigned a primary vendor to the item (in the Buying Details view of the Item Information window).

If a mark appears in this column (and the Build column is not marked for any items), the default action button for this window is labeled Buy. Click Buy to automatically create a purchase order for the item.

Backorder column

If you want to create a sales order for the item in order to fulfill the invoice quantity, click in the Backorder column.

If a mark appears in this column (and the Build and Buy columns are not marked for any items), the default action button for this window is called Backorder. When you click Backorder, the following will occur:

■	a sales order for the backordered quantity will automatically be created

■	the quantity of items on backorder will be transferred from the Ship column to the Backorder column on the invoice

■	if other items that did not need to be backordered were included on the invoice, an invoice that includes those items will be recorded.

Cancel

If you don’t want to perform any actions in this window, click Cancel.

Build, Buy, Backorder button

The button name will change depending on whether the Build, Buy or Backorder column has been marked. If more than one column is marked, you can only perform the action specified.

Tips for this window

Related Topics

■	Recording sales with insufficient on-hand item quantities

■	Entering purchases

■	Auto-building items