Backordering Single Products

Use the Scheduling screen to edit a backordered product's shipping date, quantity, status, shipping branch, or stock type. This screen shows the dates and details about when more stock is expected, whether from incoming purchase orders, branch transfers, or the calculated plenty date. A single order can include several generations, each with different ship dates and statuses.

Note: This screen may display automatically any time you enter a product that is not available.

To backorder a single product:

Create or open a sales order and display the order's Body screen.
Locate the line item you want to schedule.

Depending on your screen view, a backorder can be indicated by a shipment quantity that is less than the order quantity, a B/O column status code, or an Avail column date that is past the required shipping date.

With the cursor on a backordered line item, use the Sched hot key to display the Scheduling screen.
Use the following hot keys, as needed, to determine the status and location of product inventory:

To...	Use this hot key...
view details about the product's expected purchase orders and existing commitments	Future Ledger The Future Ledger screen displays.
view the product's inventory levels in other branches	Inq The Inventory Inquiry screen displays.
return a product to a specific location for price adjustment purposes	Return Loc The Line Item Selection screen displays.
view the products in a kit	Kit The Product Kit Maintenance screen displays.
attach product specifications	Spec The Notes screen displays. Select a product specifications note and press Enter.
view the transaction to which an item is tagged	View Tag The order screen for the tagged item displays.
view future purchasing and order cycle information	Purch
enter a product serial number	Ser# Entry The Serial Number Entry screen displays.
view a summary of product sales, purchases, transfers, etc.	Hist The Inventory History Ledger screen displays.
display the required date	Req Dt The product's required date is added to the columns. Use again to hide the column.
change the product's unit of measurement	UM Chg The Um Quantity list displays. Select a new quantity/unit and press Enter.
review returned products flagged as Defective, etc.	Ret Goods The Returned Goods Queue screen displays.
select a detail lot for products that belong to detail lots	Det Lot The Detail Lot Selection screen displays.
create a work order for products that require manufacture or assembly	Work The Work Order Entry screen displays.
split a product between different locations and lots	Splt Locs The Split Locations screen displays.

Note: If you change the location or location type on an order that has already been invoiced, no in-process record is created. You must manually notify the warehouse if any action is required on their part.

Use any of the following hot keys to schedule the backorder:

To...	Use this hot key...
procure the product from another branch or an emergency vendor	Proc The Order Entry Procurement screen displays.
procure the product using the Internet and the Eclipse B2B Commerce companion product	B2B The Eclipse B2B Commerce screen displays.
substitute a product that is in stock, if replacement products are available	Subs The Substitute / Related Items screen displays.

Edit the following fields, as needed:

Field	Description
ShipDate	The date on which you want the product to ship.
ShipQty	The amount of the item scheduled to be sent to the customer. The system assigns the quantity you ordered to the earliest available ship date, based on inventory amounts. If not enough inventory is available to ship on the same day, the system distributes the quantity among two or more ship dates. You can change the quantity shipped on any given ship date, or assign a quantity to a new ship date. Enter the date in the Ship Date field and then enter the quantity. Note: You must manually adjust any serial numbers between order generations, as required.
Stat	The current order status of the selected backordered item. The system assigns the item the customer's default order status, but you can change it to reflect the needs of the customer. If the item quantity is split over multiple ship dates, each ship date can have a different backorder status code. For example, if you ship a quantity today and the customer requests that you call before shipping additional quantities, you set today's shipment status to A (ship when available), and your future date shipments' statuses to C (call when complete).
Ship Br	The branch from which the product will be shipped. Note: If you cannot ship products directly out of another branch, you might not have authorization to do so. For more information, see Assigning Branches to Users.
Qty Type	The disposition of the selected quantity of an item. Valid values include: S – Stock (saleable material available for shipment). The item is currently in the product file, whether it is a stock or nonstock item. F – Defective. The item is considered flawed. This status does not prevent you from selling the item, if the customer still wants it. O – Overshipment. More of the item was shipped or purchased than was required and is tagged for return to the vendor. E – Exceptional. The item is purchased or sold in an exceptional situation and this transaction does not affect demand calculations. See the Inventory Management system documentation for details on exceptional sales. R – Review. The item has not been assigned a status. The item requires inspection before its disposition can be determined. (If an item is assigned Review and shows a negative quantity, the material is return.) L – Display (but available for shipment if requested). The item is on display in the showroom. Display items affect inventory levels. A sales order will indicate that a quantity is available on display only when the quantity requested exceeds the stock quantity available. Note: All quantity types other than S (Stock) and E (Exceptional) have an associated transaction number in the Location/Tag/Lot column.
Location / Tag / Lot	A number that identifies the physical location of the item (after invoicing), as set in Product Location Maintenance, or the transaction number associated with the order generation. For example, if an item is procured from another branch, the Transfer transaction number displays. The system deducts any outgoing inprocess quantities from the location onhand quantities displayed. Note: If the item is assigned to a detail lot, the Lot ID displays next to the location number (once the order is invoiced, shipped, or received).

Press Esc to schedule the shipment and return to the Sales Order Entry Body screen.