Order Entry can automatically calculate a backorder ( the difference between the quantity ordered and the quantity shipped) when you enter an item on a transaction entry screen. The resulting figure appears in the Quantity Backordered or Quantity B./O field.
Any amount ordered but not shipped is considered to be a backorder, whether you have stock ready to ship or you have none and are waiting for new stock to arrive.
Calculating Backorder Quantities
The Calculate Backorder Quantities option (on the Processing tab of the O/E Options screen) determines whether Order Entry calculates and displays the quantity when you add items to an order.
- If you select the option, the calculated quantity appears in the Quantity Backordered field on transaction entry screens.
- If you do not select this option, the Quantity Backordered field displays zeros, whether or not the quantity ordered is larger than the quantity shipped.
Note: Whether or not you calculate backorder quantities, you can edit the number in the Quantity Backordered field.
Shipment quantity is based on backorder quantity, so if you do not calculate backorder quantities, you must update backorder quantities manually before you can ship an order.
Reporting Backordered Quantities
If you reduce amounts in the Quantity Backordered field without reducing the quantity ordered, or if you cancel an order that has quantities entered in the Quantity Backordered field, the amounts are reported as lost sales on the O/E Sales Statistics report.
If you are unable to ship all items on an order, but do not want to report the unshipped quantities as lost sales, you can edit the item lines to reduce the quantities ordered to match the quantities shipped.
To review backordered quantities, print the O/E Transaction List report.
To review orders that have not been filled, print the O/E Order Action and O/E Aged Orders reports.