Customer Backorders Only

Select Mode: Shelf Purchase Order 

Order Method: Customer Backorders Only 

 

Used to only order those parts that are on Customer Backorder. 

Optionally click the 'Criteria' tab to select or edit the Line Codes purchased under the Supplier and/or set up the filters used to narrow the parts that will be considered for the order.

Optionally click the 'Options' tab to enable/disable the predefined conditions that further refine and filter the parts that will be considered for the order.

Available Default/Override (left-side) filters are:

• 'Fill Policy'
• 'Delivery Days'
• 'PO Part Cost Level'
• 'Use Buy Qty Rule'
• 'Min Cost Threshold'
• 'Min Units Threshold'
• 'Min Packs Threshold'
• 'Min Weight Threshold'
• 'Min Volume Threshold'
• 'Cost Exchange Rate'
• 'Include Core in Min Cost'
• 'Create Order Below Min'
• 'Multistore PO Type'
• 'PO + or – Percent'

Additional (right-side) filters are:

• None

 

Optionally click the 'Stores' tab and select the stores for multi-store ordering.

When ready, optionally click the 'Preview' or 'Print' button to output a report with all parts that will be on the order, or click the 'Order' button to generate the order.

The purchase order generated will ignore any stocking levels and only order the parts that are on Customer Backorder.

 
For example, if a part has an 'ORDER POINT' of '10', '0' in 'QTY AVAILABLE', and '2' on 'Customer Backorder', only the 2 parts on 'Customer Backorder' would be ordered.

Note: The 'Include Customer Backorders' flag on the 'Options' tab can be used to include parts that are on 'Customer Backorder' in orders created using other 'Order Methods', however, if the flag is: 

 

• Checked - The purchase order created will be increased by the part quantities that are on Customer Backorder. Using the above example of a part having an 'ORDER POINT' of '10', '0' in 'QTY AVAILABLE' and '2' on 'Customer Backorder', if the 'Order Method' used is 'Order to Order Point', 12 parts will be ordered: 10 for the shelf and 2 to include the Customer Backorders. 
• Unchecked - Using the same example, 10 will be ordered, ignoring any on Customer Backorder.