Maintaining a back order

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 can maintain the original order to add new lines or edit lines that were not back-ordered. You must maintain the back order to edit a back-ordered line. This practice ensures that Storeroom and Distribution SX.e maintain synchronization.

To cancel changes that you made to an order, click the back arrow to return the list of back orders.
  1. In Storeroom, select Issues & Returns > Back Orders.
  2. Use the Search panel to filter the results in the grid and click Search.
  3. Click the drill down icon to open the back order, and then click Next.

    Alternatively, select the order and then click Maintain to open the back order.

  4. Maintain the order as required. You can perform these edits:

    • Add a stock product.

      Specify the product in the Customer Product field and the requested quantity.

    • Update the requested quantity for an existing stock product.

      Specify the new value in the Requested field.

    • Add a nonstock product.

      Click Nonstock, and then complete the required fields.

      To source the nonstock from a vendor, ensure that Create Purchase Order is selected. To add the nonstock to an existing purchase order, specify the vendor and the purchase order. To create a new PO, specify the vendor only.

      To source the nonstock from a warehouse, select Create Warehouse Transfer. Click Add to add the nonstock the back order.

      To ship the product directly to the customer from the warehouse or vendor, Create Direct Order.

    • To change an existing nonstock, click the drill down icon to open the line. You can edit the requested quantity, distributor cost, and promise date. If the line was not previously tied to a PO or WT, you can source the nonstock from a vendor or warehouse. You cannot change an existing source document to a direct order.
  5. Click Finish.
    If you performed an update to a sourced product that affects the source document, then you must manually update the tied purchase order or warehouse transfer in Distribution Storeroom.