Back order maintenance

You can maintain a back order for stock and nonstock products in Storeroom after it is submitted to Distribution SX.e. The changes that you make to a back order updates the sales order in Distribution SX.e.

If a back order was created when an order is picked, the original order and the back order are simultaneously available for editing until you ship the original order. When both the original order and back order are available, you must maintain the back order to edit a back-ordered line. This practice ensures that Storeroom and Distribution SX.e maintain synchronization.

For stock products, you can add a new product to the back order or change the requested quantity on an existing line. For nonstock products, you can perform these actions:

• Change the requested quantity, distributor cost, and promise date on an existing nonstock line. If you change the requested quantity on a nonstock line that is tied to a purchase order or warehouse transfer, you must manually update the source document in Distribution SX.e.

• Add a nonstock to the back order. You can create a tie to a new or existing purchase order, or new warehouse transfer.

  If you tie the nonstock line to an existing purchase order, the purchase orders in the lookup are in the ordered or picked stage. Selection is not limited to those purchase orders that are tied to the issue header.

• If an existing nonstock line is not tied to a sourcing document, you can create a tie to these documents:

  • New or existing purchase order
  • New warehouse transfer

  If an existing nonstock line is tied to a purchase order or warehouse transfer, the sourcing document number is displayed in the nonstock entry window. The sourcing document cannot be changed. You must cancel the line and enter another issue for the nonstock.

• Cancel a back order for a nonstock product.

  You can cancel the back order for the nonstock and optionally, cancel the line for the nonstock on the tied purchase order. The line is recorded as lost business. If the canceled line was the only active line on the back order, the back order is canceled. Depending on your security and the number of products on the tied purchase order, the purchase order is also canceled.

  The purchase order is automatically canceled if these conditions are met:

  • The tied purchase order is in Stage 1 Ordered.
  • The canceled line was the only active line on the purchase order.

  You can manually cancel the purchase order if these conditions are met:

  • The tied purchase order is in Stage 2 Printed or Stage 3 Acknowledged.
  • The canceled line was the only active line on the purchase order

  If the purchase order contains multiple lines, you cannot cancel the purchase order unless you cancel all active lines.

  After you cancel a back order line, you can view the status of the orders in Sales Order Inquiry and Purchase Order Inquiry.