| Backorder handling for sales ordersIf a final delivery is
made for a sales order (delivery) line and only a part of the goods or none of
the goods are shipped, a backorder is created. A backorder can be created in Sales or in Warehousing. Sales In Sales, a backorder can be created as
follows: - You manually enter a hold back quantity.
- The direct delivery purchase order that is created for the sales order is not completely delivered.
Hold back quantity In the Sales Order Lines (tdsls4101m000) and Sales Order Planned Delivery Lines (tdsls4101m100) sessions, you can manually hold back a part of the
ordered quantity. Holding back a part of the ordered quantity always results
into a backorder. A hold back quantity allows you to identify up front what the
expected backorder will be. In this way, you can assign limited stock to
several business partners instead of to only one business partner. When you
release a sales order line to Warehousing, the Ordered Quantity minus the Hold Back Quantity is released. After a sales order line is released to Warehousing for
which you specified a hold back quantity in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session: - A backorder is generated in the Maintain and Confirm Back Orders (tdsls4125m000) session when a final delivery is
executed for the sales order (delivery) line. The Hold Back Quantity is not filled yet in the Maintain and Confirm Back Orders (tdsls4125m000) session.
- The Back Order Quantity field is updated with the
remaining quantity in the Maintain and Confirm Back Orders (tdsls4125m000) and the Sales Order Lines (tdsls4101m000), or Sales Order Planned Delivery Lines (tdsls4101m100) session. The remaining backorder quantity is
calculated as follows: Ordered Quantity- Delivered Quantityin Order Unit.
- You must confirm the backorder (sequence) line manually in
the Maintain and Confirm Back Orders (tdsls4125m000) session, or the backorder is
automatically confirmed if the Confirm Back Orders automatically check box is
selected in the Sales Order Parameters (tdsls0100s400) session.
-
After the backorder is confirmed: - A new (delivery) line is generated with a new sequence
number and the Back Order Quantity check box selected in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session. These lines can be processed as regular sales
order lines and are also displayed in the Maintain and Confirm Back Orders (tdsls4125m000) session.
- The Hold Back Quantity of the parent sales order line is
deleted in the Sales Order Lines (tdsls4101m000) or in the Sales Order Planned Delivery Lines (tdsls4101m100) session.
- If, required, you can specify a Hold Back Quantity for the newly created backorder
line. Consequently, the previous steps are repeated when you release a sales
order (delivery) line to Warehousing.
You cannot specify a Hold Back Quantity for: - Items with a commitment policy
- Order (lines) with shipping constraints
- Cost items
- Service items
- List items
- Subcontracted items
- Equipment items
- Generic items
- Collect orders
- Return order lines
- Total order lines, which have linked delivery lines
- Order lines with an order quantity of zero
Note - If you select the Confirm Back Orders automatically check box in the Sales Order Parameters (tdsls0100s400) session, the backorder is automatically
confirmed.
- If you select the Release Back Orders automatically to Warehousing check
box in the Sales Order Parameters (tdsls0100s400) session, the confirmed backorder is
automatically released to Warehousing.
Direct delivery orders If a direct delivery purchase order is generated for a sales order, you can report deliveries back
from Procurement to Sales with the Update Sales / Service Order with Delivery Information (tdpur4222m000) session. If less is received than ordered, the following are
applicable: - The Back Order Quantity field is filled in the Maintain and Confirm Back Orders (tdsls4125m000) session and the Sales Order Lines (tdsls4101m000) session or Sales Order Planned Delivery Lines (tdsls4101m100) session. The backorder quantity is calculated as
follows: Ordered Quantity- Delivered Quantityin Order Unit.
- You must manually confirm the backorder (sequence) line in
the Maintain and Confirm Back Orders (tdsls4125m000) session, or the backorder is
automatically confirmed if the Confirm Back Orders automatically check box is
selected in the Sales Order Parameters (tdsls0100s400) session.
Consequently, a new line is generated with a new sequence number and the Back Order Quantity check box selected in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session. This line is also displayed in the Maintain and Confirm Back Orders (tdsls4125m000) session with the same position
number and another sequence number.
- A confirmed backorder is automatically generated in Procurement, which
is linked to the backorder in Sales. You can view the backorder in the Purchase Order Line Details (tdpur4101m200) and the Confirmed Purchase Back Orders (tdpur4101m800) sessions.
Warehousing A backorder can be created by Warehousing, if, for example, the goods are damaged in the warehouse or the truck that must
pick up the goods has insufficient loading capacity. In such cases, the quantity of the shipment created from the
sales order must be decreased. The quantity can be decreased before
confirmation of the outbound advice and before confirmation of the
shipment. When the modified shipment receives the Confirmed status: - A backorder is generated and displayed in the Maintain and Confirm Back Orders (tdsls4125m000) session
with the Back Order Quantity field filled.
- You must manually confirm the backorder (sequence) line in the Maintain and Confirm Back Orders (tdsls4125m000) session, or the backorder is
automatically confirmed if the Confirm Back Orders automatically check box is
selected in the Sales Order Parameters (tdsls0100s400) session.
- After confirmation, a new (delivery) line is generated with a
new sequence number and the Back Order Quantity check box selected in the Sales Order Lines (tdsls4101m000) or Sales Order Planned Delivery Lines (tdsls4101m100) session. The line can be processed as a regular sales
order line and is also displayed in the Maintain and Confirm Back Orders (tdsls4125m000) session.
Deliveries are displayed in the Sales Order Lines - Monitor (tdsls4510m000) and Sales Order Actual Delivery Lines / Sales Order Invoice Line (tdsls4106m000) sessions. Warehousing cannot create backorders for: - Order (lines) with shipping constraints
- Collect orders
- Return order lines
- Order lines with linked delivery lines
- Order lines with an order quantity of zero
Example Order | Position | Sequence | Ordered | Delivered | Backorder |
---|
102 | 10 | 0 | 25 | 15 | 10 | 102 | 10 | 1 | 10 | 7 | 3 | 102 | 10 | 2 | 3 | 3 | 0 |
The backorder quantity of the parent line always determines
the ordered quantity of the next line. Note For a processed sales order line, you cannot maintain or delete
linked backorder lines if these lines are unconfirmed. Therefore, before
processing a sales order line, make sure no unconfirmed backorder lines are
available. After confirmation, the backorder can be deleted as
follows: - Cancel the line on the Back Orders tab of the Sales Order (tdsls4100m900) session or in the Maintain and Confirm Back Orders (tdsls4125m000) session.
- Delete the canceled backorder line in the Sales Order Line (tdsls4101m900) or from the Sales Order (tdsls4100m900) session.
If a sales order contains component lines, backorders are created for component
lines instead of for order lines. For more information, refer to Component handling - component lines. | |