There are three ways to allocate stock to sales orders that have back orders.
- Inventory > Back Orders > Process Back Orders - this will process all backorders for selected Document Types/Warehouse/Invoices/Inventory Items in FIFO order
- Inventory > Back Orders > Manual Back Order Release - select the order of allocations to each individual sales order
(Beth's favourite) - Inventory > Back Orders > Back Order Allocations - Arrange the Sales orders in order of allocation for a single inventory item
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Where the stock needs to be allocated on a basis other than FIFO, the processing form at Inventory > Back Orders > Manual Back Order Release will allow you to nominate particular sales orders to receive the back order fulfillments.
Example -
- sale of 35 units of 00Test to Browns Computers - all placed on back order
- sale of 100 units of 00Test to Arthur Creams - all placed on back order
- sale of 250 units of 00Test to Greater Western School - all placed on back order
A delivery arrives of 235 units and all stock must go to Greater Western School.
Opening the Manual Backorder Release form and setting the ranges for Part No. to display only 00Test part will display the following:
By selecting the checkbox for Greater Western School row and pressing Save, all 235 units of the 00Test stock received will be allocated to the sales invoice for Greater Western School.
Open the Sales order for OrderNo 100530 and press process - note that the sales order is on a new snapshot.
Go back to the Manual Back Order Release form, select New and press Go. You will see the remaining back orders for part 00Test as follows:
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Where allocation of stock to back orders for a single stock item is required, the Backorder Allocation form allows individual sales orders to be prioritised. Open Inventory > Back Orders > Back Order Allocations and create a New form for a selected inventory item. Where there are two or more sales orders listed, select the last one, hold down Shift + Up arrow to move the priority of the sales order to a higher position. Press Save.
When back orders are processed on the Inventory > Back Orders > Process Back Orders form, inventory will be allocated in the new order saved on the Back Order Allocations form.