New features added, version 7.5.2
Backorders are created during the shipping process. When a sales order line is shipped in program OESC, Shipping Confirmation, and a quantity is entered in the Backordered field, when the sales order is processed through OESJ, Sales Orders End of Day & Journals, a new order is created for the backorder quantity with the suffix incremented by 1.
* Promotional items should not be added to backorders created through OESJ, Sales Order End of Day Journals. A user can add promotional misc codes that attach items to a back order manually after OESJ has created the back order.
* Backorders are also created when an order is manually shipped, and there is 0 entered in both the Shipped field and the Backordered field, and the Backorder Remaining flag is set to on on the Summary screen.
* The Back Orders Allowed flag in the sales order entry programs determines whether a sales order can be backordered. The default comes from the customer record in program CMMM, Customer Master Maintenance, but can be changed by sales order. If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation but the backorder will be allowed.
* If you are using Payflow Pro credit processing, see the Payflow Pro Processing for Backorders section for more information.
Backorders can be placed on hold automatically upon creation. To have all backorders created in a specific location put on hold automatically, enter the desired hold code in program ARLM, Location Maintenance. If no hold code is entered, backorders will not be placed on hold.
Print flags for backorders are also determined by settings program ARLM, Location Maintenance. The following print flags are affected: Print Invoice, Print Pack List, Print Pick List, and Print Order Acknowledgement.
* If the Print B/O Invoice flag is set to on in program ARLM, Location Maintenance, the Print Invoice flag will be set to on for all backorders created in that location when program OESJ, Sales Order End of Day and Journals, is run. If the If the Print B/O Invoice flag is set to off in program ARLM, Location Maintenance, the Print Invoice flag will be set to off for all backorders created in that location.
* If the Print B/O Packing List flag is set to on in program ARLM, Location Maintenance, the Print Packing List flag will be set to on for all backorders created in that location when program OESJ, Sales Order End of Day and Journals, is run. If the If the Print B/O Packing List flag is set to off in program ARLM, Location Maintenance, the Print Packing List flag will be set to off for all backorders created in that location.
* If the Print B/O Picklist flag is set to on in program ARLM, Location Maintenance, the Print Pick List flag will be set to on for all backorders created in that location when program OESJ, Sales Order End of Day and Journals, is run. If the If the Print B/O Picklist flag is set to off in program ARLM, Location Maintenance, the Print Pick List flag will be set to off for all backorders created in that location.
* If the Print B/O Acknowledgement flag is set to on in program ARLM, Location Maintenance, the Print Order Acknowledgement flag will be set to on for all backorders created in that location when program OESJ, Sales Order End of Day and Journals, is run. The customer must also have the Acknowledgements flag set to on in program CMMM, Customer Master Maintenance, for backorders to have the Print Order Acknowledgement flag set to on.
If the If the Print B/O Acknowledgement flag is set to off in program ARLM, Location Maintenance, the Print Order Acknowledgement flag will be set to off for all backorders created in that location.
When backorders are created, the price override flag will be set to on automatically for the sales order lines, so that they do not lose their pricing. This is because pricing can be based on quantity breaks and effective dates, and the override flag will ensure that the lines will not be re-priced.
Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.
If a promotional item is backordered, its link to the original item will be removed and on the backorder, it will appear as a normal line item. This is to handle instances where the line item is shipped, but the promotional item is backordered.