Setting the TWL backorder options

For backorders, if you have set up the system to pick inventory, that is, you have enabled Auto BO Fill in Product Warehouse Product Setup-General, then you can set administrator options to work with TWL.

  1. Select System Administrator > Administration > Administrator Options > Documents > Sales Orders > Back Orders.
  2. In Create Back Orders At Stage, select Picking (2) to ensure a smooth workflow and create backorders when you print an order.

    The timing for a backorder is set at the company level in SA Administrator Options. If a warehouse is linked to TWL, then the backorder at Stage 2 (Picking) is created regardless of the option setting. Regular warehouses can create backorders at higher stages.

    An exception to these settings is an override available for limited use from Product Warehouse Description Setup. With this override, you can create backorders at Stage 3 (Shipping) for individual warehouses. Contact your Infor business consultant before you use the override.

    See information about create backorders at ordering, picking, and shipping stage in the online help.

  3. In Action to Take on Completion of Receiving, select Fill Back Orders or Receipts Report to perform these tasks:
    • Fill backorders
    • Ship complete orders
    • Ship tag and hold orders
    • Ship orders tied to purchase orders or warehouse transfers

    The remaining quantity received is moved to the quantity on hand.

  4. Select Print Pick Tickets After BO Fill.
  5. In Once Completed, select Both Move and Delete to ensure orders can be filled from new receipts when the WL Entry Batch Receiving Report is processed.
  6. In Method For Automatic BO Fill, select All to ensure all orders and lines are considered when the WL Entry Batch Receiving Report is processed.

    The total available quantity is distributed to backorders, ship complete, and tag and hold orders until the quantity is completely allocated or all orders have been filled. If line items can be partially filled with the remaining total available quantity, then the quantity that is shipped on the order is increased to equal the total available quantity. A new backorder might be created for the remaining difference between the quantity ordered and the quantity shipped. The exception is a Ship Complete or Tag & Hold Order.

  7. Click Save.