Handling back orders
Introduction
Back
orders are purchase orders that derive from requirements such as sales order or
production orders. To view due and overdue purchase orders that are not received
or partially received, go to Purchase/To be processed/Back
order handling. You can see the source of their requirements if they were
generated from sales orders or production orders. Back
order handling enables you to change the delivery dates of the purchase orders
in case of change of fulfillment dates from requirements.
Description
Selection
section
Warehouse
Click
Warehouse
to
select one or more warehouse(s) to display purchase orders for the selected
warehouse(s). By default all warehouses are selected to display purchase orders
for all warehouses. Once a warehouse or more warehouses are selected, a green
check mark and 'In use' are displayed.
Note: To
select more than one warehouse at a time, hold down CTRL and click the
warehouses that you want. Alternatively, hold down SHIFT and click to select all
warehouses between the two selected ones.
Assortments
Click Assortments
to select specific item assortment(s) to display purchase orders with items
linked to the selected assortment(s). By default none is selected to display
purchase orders with items linked to any assortment. Once an assortment or more
assortments are selected, a green check mark and 'In use' are
displayed.
Note: To
select more than one assortment at a time, hold down CTRL and click the
assortments that you want. Alternatively, hold down SHIFT and click to select
all assortments between the two selected ones.
Item
Type
or select a specific item or a range of items to display purchase orders for the
selected item(s). Select the All
check box to display purchase orders for all items.
Supplier
Type or select a supplier to display purchase orders for the
selected supplier.
Frequency
Type the number of days to be displayed in the purchase orders
overview. For example, if you type '5', the overview will display for 5
days.
Empty
fulfillment dates
Select this check box to display purchase orders without
fulfillment dates.
Fulfillment date
< Date
Select this check box to display purchase orders with fulfillment
date earlier than the current date.
Selection code
Type or select the selection code to display purchase orders with
the selected code.
Stock
Select
Order
controlled
to display purchase orders for order controlled items select Stock
controlled
to display purchase orders for stock controlled items, or select All
to display purchase orders for all items.
Buttons
Display
Click
Display
to display the back order handling overview based on the defined criteria. This overview shows purchase orders that are not fulfilled or
partially fulfilled, including purchase orders that were generated from sales
orders and production orders. After clicking this, the following are available:
- Refresh - Click Refresh to display purchase orders based
on the specified filter criteria.
- Details - Select the relevant purchase order's quantity under the
quantity column by respective date and click Details to
display the details of the purchase order.
- Source - Select
the relevant purchase order’s quantity under the quantity column by the
respective date and click Source
to view the source requirement order such as a sales order or production order
for the selected purchase order.
- Item - Select the relevant purchase order's item and click
Item to display the respective item maintenance.
- Change - Select the relevant purchase order's quantity under the
quantity column by the respective date and click Change to
change the delivery date of the purchase order.
- Export - Click
Export to export the displayed overview to Microsoft Excel.
- Close - Click
Close to exit.
Note: Not all buttons in the above overview are enabled. Only buttons that are relevant to the Content: Purchase, which displays purchase orders are enabled.
Close
Click
Close
to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
12.415.752 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
|
Attachment: |
|
Disclaimer |