Backorders - automatic confirmation

If the Confirm Back Orders Automatically check box is selected in the Purchase Order Parameters (tdpur0100m400) session, LN automatically confirms backorders.

Received quantity is less than ordered

A distinction is made for items that are received for:

  • Regular purchase orders
  • Direct delivery purchase orders
Note

For regular purchase orders, the Combine Open Backorders check box in the Purchase Order Types (tdpur0194m000) session determines whether or not several backorder lines are consolidated into one open backorder line for a purchase order line detail.

Regular purchase orders

If you enter a purchase order and release it to Warehousing, its status is In Process. After the purchase order is released to Warehousing, receipts are carried out in the Warehouse Receipts (whinh3512m000) session. On the Lines tab of this session, you must enter the quantity of goods received in the Received Quantity in Receipt Unit field. If the expected quantity is more than the received quantity and the receipt is final and confirmed, LN generates a backorder and automatically confirms the backorder.

When the backorder is confirmed, LN generates a new purchase order line (with the same position number as the original line, but with another sequence number) of Line Type Back Order. When this backorder is confirmed, the purchase backorder line is automatically released to Warehousing. The original purchase order status still is In Process. After the receipt is carried out, the normal procedure for the purchase order type applies.

Direct delivery purchase orders

If a direct delivery purchase order is generated for a sales order or service order, you can report deliveries back from Purchase Control to Sales Control or Service with the Update Sales/Service Order with Delivery Information (tdpur4222m000) session.

If less is received than ordered:

  1. A backorder is generated automatically in Sales Control or from Service. If a backorder is generated in Sales Control, you must first confirm the backorder (sequence) line manually in the Maintain and Confirm Back Orders (tdsls4125m000) session, or LN automatically confirms the backorder if the Confirm Backorders Automatically check box is selected in the Sales Order Parameters (tdsls0100s400) session.
  2. A confirmed backorder is generated automatically in Purchase Control, irrespective of the setting of the Confirm Back Orders Automatically check box in the Purchase Order Parameters (tdpur0100m400) session. If the direct delivery applies to a sales order, the backorder is linked to the backorder in Sales Control.
  3. After a (direct delivery) backorder is generated in Purchase Control, the normal procedure for the purchase order type applies.
Received quantity is (partially) rejected

If inspection is required on the goods, first receipts are carried out in the Warehouse Receipts (whinh3512m000) session and then the goods must be inspected in the Warehouse Inspections (whinh3122m000) session. If the goods are rejected during inspection and the Inventory Disposition check box is cleared in the Inventory Handling Parameters (whinh0100m000) session, a backorder is created for the rejected items.

Note

If the Inventory Disposition check box is selected in the Inventory Handling Parameters (whinh0100m000) session, you must pay for the items after receipt, even if they must still be inspected. If, in Warehousing, these items are rejected during inspection and returned to the supplier by means of a Return Rejects purchase order, the supplier must be invoiced for the returned rejected goods. Because Warehousing does not communicate rejections for disposition items to the purchase order line, no backorder is created.

Backorder lines that are the result of rejection during inspection cannot be automatically confirmed and always result into a potential backorder. The reason for this is that a user must have the time to decide how to handle the rejected inventory that is stored in the reject location of the warehouse, which can also be accepted again.

Rejected quantity that is present at the reject location, can be:

  • Returned
  • Destroyed
  • Accepted again

Potential backorders can be manually confirmed in the Potential Purchase Back Orders (tdpur4101m700) session. Confirmation can occur before or after a user has decided how to handle the rejected inventory at the reject location. However, if (part of) the rejected goods are accepted again, a user can first adapt the To be Confirmed Backorder Quantity and then confirm the potential backorder.

The following applies to the original purchase order line (detail):

  • If rejected goods are accepted again in the Rejected Inventory (whwmd2570m000) session, a new receipt is executed for the original purchase order line (detail) and the Rejected Quantity is reduced with the accepted quantity.
  • The original purchase order line (detail) can only be processed in the Process Purchase Orders (tdpur4223m000) session if the total received quantity is inspected and rejected goods are no longer present at the reject location.
  • The invoicing status, which is displayed in the Invoicing Status field of the Purchase Order Lines Monitor (tdpur4501m500) session, can only be set to All Approved if rejected goods are no longer present at the reject location. If rejected goods are still present, the goods can be accepted again, after which they must be invoiced.
Note

You can view:

  • The ordered quantity, received quantity, rejected quantity (destroyed and returned), quantity on the reject location, backorder quantity, and the most recent receipt number in the following sessions:

    • Potential Purchase Back Orders (tdpur4101m700)
    • Purchase Orders - Receipt Overview (tdpur4531m000)
    • Purchase Order Lines (tdpur4101m000)
  • The confirmed backorders for the purchase orders in the Confirmed Purchase Back Orders (tdpur4101m800) session.
Planned inventory transactions for backorders

When a backorder is generated, LN creates a planned inventory transaction in the Planned Inventory Transactions (whinp1500m000) session and the Order - Planned Inventory Transactions (whinp1501m000) session. The value of the Planned Quantity field in these sessions is equal to the quantity that is expected to be received on the backorder.