Limiting back order shipments to customers and ship tos

Typically, back-ordered products are shipped to a customer or ship to immediately after you receive them. If a sales order has multiple back orders, using this default process can result in inflated processing and freight costs for you and your customers.

You can use the ship complete disposition to limit the number of back order shipments to a customer or ship to. In Sales Order Entry, the ship complete disposition can be assigned at the header or line level:

• Ship Complete at the header level

  You can assign the ship complete disposition at the header level of a sales order to ship the order only when it can be filled in its entirety.

  You can assign the ship complete disposition on orders in Sales Order Entry. You can also set up the ship complete disposition as the default order disposition for customers and ship tos. You can override the default disposition on the order.

  You can also use these settings to automatically apply the ship complete disposition to orders:

  • Back Order Ship Complete on warehouse records

    You can select this option to apply the ship complete disposition to back orders in a warehouse that meet these criteria:

    • The back order is the initial back order with the -01 suffix.
    • The back order is for a stock order (SO) or counter sale (CS).
  • Back Order Limit setting on customer and ship records

    You can specify the number of shipments that can be sent to a customer or ship to per sales order. When a back order with a suffix that equals the limit is created, the ship complete disposition is automatically assigned to that back order. No additional back orders are created.

    You can set up a default back order limit on customer and ship to records if the Allow Back Order option is also selected.

  • Back Order Limit setting on sales orders

    You can override the default back order limit from customer and ship to records on the Customer Order Settings page. Change the back order limit in Sales Order Entry to meet customer fulfillment requirements on a per-order basis.

    You can change the back order limit on a sales order if the Allow Back Order option is also selected.

• Line Ship Complete

  You can assign the ship complete disposition at the line level to pick and ship the line only when it can be filled in its entirety.

  You can assign the ship complete disposition to a line in Sales Order Entry if back orders are allowed for the order or the line. You can also set up the ship complete disposition as the default line disposition for customers and ship tos. You can override the default disposition for individual lines on the order.

You can use the Line Ship Complete and Back Order Limit settings together or individually. If you set up Line Ship Complete and Back Order Limit as default settings for customers or ship tos, we recommend that you do not set up the Ship Complete disposition as a default setting.