<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000121" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Back order handling</Title>
		<Keyword><Level1>back orders</Level1>
			<Level2>handling</Level2>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>SSA ERP creates a <Link href="/baanerp/td/glossary/glossary#BackOrder.td" role="glossary">back order</Link> if only a part of the goods or none of the goods listed on a sales order are shipped.</Paragraph>
		<List><ListIntro>A back order can be created in the following modules:</ListIntro>
			<ListItem><GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef>.</ListItem>
			<ListItem><GUIRef href="/baanerp/wh/inh" role="module">Inventory Handling</GUIRef>.</ListItem>
		</List>
		<GeneralSection><SectionTitle>Sales Control (SLS)</SectionTitle>
			<Keyword><Level1>hold back quantity</Level1>
			</Keyword>
			<Paragraph>In the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, and the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session, you can manually hold back a part of the ordered quantity. Holding back a part of the ordered quantity always results into a back order.</Paragraph>
			<List><ListIntro>This hold back quantity, which you can enter in the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qohb" role="formfield">Hold Back Quantity</GUIRef> field of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, or the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session, enables you to:</ListIntro>
				<ListItem>Prevent a part of the (delivery) line's <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qoor" role="formfield">Ordered Quantity</GUIRef> to be released to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. In this way, you can assign limited stock to several business partners, instead of to only one business partner. As a result, the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qoor" role="formfield">Ordered Quantity</GUIRef> minus the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qohb" role="formfield">Hold Back Quantity</GUIRef> is released to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</ListItem>
				<ListItem>Identify up front what the expected back order will be.</ListItem>
			</List>
			<List><ListIntro>You cannot enter a <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qohb" role="formfield">Hold Back Quantity</GUIRef> for:</ListIntro>
				<ListItem>Items with a commitment policy.</ListItem>
				<ListItem>Order (lines) with shipping constraints.</ListItem>
				<ListItem>Cost items.</ListItem>
				<ListItem>Service items.</ListItem>
				<ListItem>List items.</ListItem>
				<ListItem>Subcontract items.</ListItem>
				<ListItem>Equipment items.</ListItem>
				<ListItem>Generic items.</ListItem>
				<ListItem>Collect orders.</ListItem>
				<ListItem>Return order lines.</ListItem>
				<ListItem>Order lines with delivery lines linked to it.</ListItem>
				<ListItem>Order lines with an order quantity equal to zero.</ListItem>
			</List>
			<ProcedureList><ListIntro>If you enter a hold back quantity in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, or the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session and you release the sales order (delivery) line to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>:</ListIntro>
				<ListItem>SSA ERP enters a back order in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session as soon as a delivery is executed for the sales order (delivery) line. At this moment, the <GUIRef href="/baanerp/td/sls/tdsls4125m000#tdsls401.qohb" role="formfield">Hold Back Quantity</GUIRef> is not filled in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session.</ListItem>
				<ListItem>SSA ERP updates the <GUIRef href="/baanerp/td/sls/tdsls4125m000#tdsls401.qbbo" role="formfield">Back Order Quantity</GUIRef> field with the remaining quantity in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session and the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, or <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session. The remaining back order quantity is calculated as follows: <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qoor" role="formfield">Ordered Quantity</GUIRef>- <GUIRef href="/baanerp/td/sls/tdsls4101m000#qidl.ou" role="formfield">Delivered Quantity</GUIRef>.</ListItem>
				<ListItem>You must confirm the back order (sequence) line manually in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session, or SSA ERP automatically confirms the back order if the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.cboa.4" role="formfield">Confirm Back Orders Automatically</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session.</ListItem>
				<ListItem><List><ListIntro>After the back order is confirmed, SSA ERP:</ListIntro>
						<ListItem>Generates a new delivery line with a new sequence number and the <GUIRef href="/baanerp/td/sls/tdsls4101m100#backorder" role="formfield">Backorder</GUIRef> check box selected in the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session. These lines can be processed as regular sales order lines. This delivery line also appears in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session with the same position number and another sequence number.</ListItem>
						<ListItem>Empties the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qohb" role="formfield">Hold Back Quantity</GUIRef> of the (parent) sales order line in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, or the (parent) sales order delivery line in the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session.</ListItem>
					</List>
				</ListItem>
				<ListItem>If, required, you can enter a <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.qohb" role="formfield">Hold Back Quantity</GUIRef> for the newly created delivery/back order line in either the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session, or the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session. As a result, the previous steps are repeated when you release a sales order delivery line to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</ListItem>
			</ProcedureList>
			<ExampleSection><SectionTitle>Example</SectionTitle>
				<TABLE border="1"><TBODY><TR><TD>Action</TD>
							<TD>Delivery</TD>
							<TD>Ordered Quantity</TD>
							<TD>Delivered Quantity</TD>
							<TD>Hold Back Quantity</TD>
							<TD>Back Order Quantity</TD>
						</TR>
						<TR><TD>Create order line</TD>
							<TD>-</TD>
							<TD>100</TD>
							<TD>-</TD>
							<TD>15</TD>
							<TD>-</TD>
						</TR>
						<TR><TD>Deliver order line (partially)</TD>
							<TD>0</TD>
							<TD>100</TD>
							<TD>60</TD>
							<TD>-</TD>
							<TD>40</TD>
						</TR>
						<TR><TD>Deliver order line (remaining)</TD>
							<TD>1</TD>
							<TD>40</TD>
							<TD>40</TD>
							<TD>-</TD>
							<TD>0</TD>
						</TR>
					</TBODY>
				</TABLE>
			</ExampleSection>
		</GeneralSection>
		<GeneralSection><SectionTitle>Inventory Handling (INH)</SectionTitle>
			<Paragraph>If, for example, the goods are damaged in the warehouse or if the truck that must pick up the goods has insufficient loading capacity, a back order can be created by <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</Paragraph>
			<List><ListIntro>In such cases, the quantity of the shipment created from the sales order must be decreased. The quantity can be decreased at two points in the <GUIRef href="/baanerp/wh/inh" role="module">Inventory Handling</GUIRef> module of <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>:</ListIntro>
				<ListItem>Before confirmation of the outbound advice .</ListItem>
				<ListItem>Before confirmation of the shipment.</ListItem>
			</List>
			<List><ListIntro><GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> cannot create back orders for:</ListIntro>
				<ListItem>Order (lines) with shipping constraints.</ListItem>
				<ListItem>Collect orders.</ListItem>
				<ListItem>Return order lines.</ListItem>
				<ListItem>Order lines with delivery lines linked to it.</ListItem>
				<ListItem>Order lines with an order quantity equal to zero.</ListItem>
			</List>
			<Paragraph>SSA ERP generates the back order when the modified shipment is given the <GUIRef href="" role="manual">Confirmed</GUIRef> status.</Paragraph>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>After the shipment is confirmed, the back order is displayed in the <Link href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</Link> session with the <GUIRef href="/baanerp/td/sls/tdsls4125m000#tdsls401.qbbo" role="formfield">Back Order Quantity</GUIRef> field filled.</Paragraph>
			</Note>
			<Paragraph>The following example will make this clear:</Paragraph>
			<ExampleSection><SectionTitle>Example</SectionTitle>
				<TABLE border="1"><TBODY><TR><TD width="63">Order</TD>
							<TD width="55">Position</TD>
							<TD width="64">Delivery</TD>
							<TD width="74">Ordered</TD>
							<TD width="84">Delivered</TD>
							<TD width="70">Back Order</TD>
						</TR>
						<TR><TD width="63">102</TD>
							<TD width="55">10</TD>
							<TD width="64">0</TD>
							<TD width="74">25</TD>
							<TD width="84">15</TD>
							<TD width="70">10</TD>
						</TR>
						<TR><TD width="63">102</TD>
							<TD width="55">10</TD>
							<TD width="64">1</TD>
							<TD width="74">10</TD>
							<TD width="84">7</TD>
							<TD width="70">3</TD>
						</TR>
						<TR><TD width="63">102</TD>
							<TD width="55">10</TD>
							<TD width="64">2</TD>
							<TD width="74">3</TD>
							<TD width="84">3</TD>
							<TD width="70">0</TD>
						</TR>
					</TBODY>
				</TABLE>
				<Paragraph>Delivery 1 arises after confirming the back order of delivery 0. The back ordered quantity of the parent line always determines the ordered quantity of the next line.</Paragraph>
			</ExampleSection>
			<List><ListItem>Back orders can be confirmed in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session.</ListItem>
				<ListItem>After the back order is confirmed, SSA ERP generates a new delivery line with a new sequence number and the <GUIRef href="/baanerp/td/sls/tdsls4101m100#backorder" role="formfield">Backorder</GUIRef> check box selected in the <GUIRef href="/baanerp/td/sls/tdsls4101m100" role="session">Delivery Lines (tdsls4101m100)</GUIRef> session. These lines can be processed as regular sales order lines. This delivery line also appears in the <GUIRef href="/baanerp/td/sls/tdsls4125m000" role="session">Maintain and Confirm Back Orders (tdsls4125m000)</GUIRef> session with the same position number and another sequence number.</ListItem>
				<ListItem>Deliveries can be displayed in the <Link href="/baanerp/td/sls/tdsls4510m000" role="session">Sales Order Lines Monitor (tdsls4510m000)</Link> session, or the <Link href="/baanerp/td/sls/tdsls4106m000" role="session">Sales Order Actual Delivery Lines (tdsls4106m000)</Link> session.</ListItem>
			</List>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If you select the <GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.cboa.4" role="formfield">Confirm Back Orders Automatically</GUIRef> check box in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session, SSA ERP automatically confirms the back order.</Paragraph>
			</Note>
		</GeneralSection>
	</GeneralSection>
</ManualTopic>
