| Back order handling for sales orders |  |
| ERP LN creates a back order if only a part of the goods or none of the goods listed on a sales order are shipped. A back order can be created in the following modules: Sales Control. Inventory Handling. Sales Control (SLS) In Sales Control, a back order can be created as follows: You manually enter a hold back quantity. The direct delivery purchase order that is created for the sales order is not completely delivered. Hold back quantity In the Sales Order Lines (tdsls4101m000) session, and the Sales Order Delivery Lines (tdsls4101m100) 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. This hold back quantity, which you can enter in the Hold Back Quantity field of the Sales Order Lines (tdsls4101m000) session, or the Sales Order Delivery Lines (tdsls4101m100) session, enables you to: Prevent a part of the (delivery) line's Ordered Quantity to be released to Warehouse Management. In this way, you can assign limited stock to several business partners, instead of to only one business partner. As a result, the Ordered Quantity minus the Hold Back Quantity is released to Warehouse Management. Identify up front what the expected back order will be. You cannot enter a Hold Back Quantity for: Items with a commitment policy. Order (lines) with shipping constraints. Cost items. Service items. List items. Subcontract items. Equipment items. Generic items. Collect orders. Return order lines. Order lines with delivery lines linked to it. Order lines with an order quantity equal to zero. If you enter a hold back quantity in the Sales Order Lines (tdsls4101m000) session, or the Sales Order Delivery Lines (tdsls4101m100) session and the sales order (delivery) line is released to Warehouse Management: ERP LN enters a back order in the Maintain and Confirm Back Orders (tdsls4125m000) session as soon as a delivery is executed for the sales order (delivery) line. At this moment, the Hold Back Quantity is not filled in the Maintain and Confirm Back Orders (tdsls4125m000) session. ERP LN updates the Back Order Quantity field with the remaining quantity in the Maintain and Confirm Back Orders (tdsls4125m000) session and the Sales Order Lines (tdsls4101m000) session or Sales Order Delivery Lines (tdsls4101m100) session. The remaining back order quantity is calculated as follows: Ordered Quantity- Delivered Quantity in Order Unit. You must confirm the back order (sequence) line manually in the Maintain and Confirm Back Orders (tdsls4125m000) session, or ERP LN automatically confirms the back order if the Confirm Back Orders automatically check box is selected in the Sales Order Parameters (tdsls0100s400) session. After the back order is confirmed, ERP LN: Generates a new delivery line with a new sequence number and the Back Order Quantity check box selected in the Sales Order Delivery Lines (tdsls4101m100) session. These lines can be processed as regular sales order lines. This delivery line also appears in the Maintain and Confirm Back Orders (tdsls4125m000) session with the same position number and another sequence number. Empties the Hold Back Quantity of the (parent) sales order line in the Sales Order Lines (tdsls4101m000) session, or the (parent) sales order delivery line in the Sales Order Delivery Lines (tdsls4101m100) session. If, required, you can enter a Hold Back Quantity for the newly created delivery/back order line in either the Maintain and Confirm Back Orders (tdsls4125m000) session, or the Sales Order Delivery Lines (tdsls4101m100) session. As a result, the previous steps are repeated when you release a sales order delivery line to Warehouse Management. Note If you select the Confirm Back Orders automatically check box in the Sales Order Parameters (tdsls0100s400) session, ERP LN automatically confirms the back order. If you select the Release Back Orders automatically to Warehousing check box in the Sales Order Parameters (tdsls0100s400) session, ERP LN automatically releases the confirmed back order to Warehouse Management. Example
Action | Delivery | Ordered Quantity | Delivered Quantity | Hold Back Quantity | Back Order Quantity
--- | --- | --- | --- | --- | ---
Create order line | - | 100 | - | 15 | -
Deliver order line (partially) | 0 | 100 | 60 | - | 40
Deliver order line (remaining) | 1 | 40 | 40 | - | 0
Direct delivery order If a direct delivery purchase order is generated for a sales order, you can report deliveries back from Purchase Control to Sales Control with the Update Sales / Service Order with Delivery Information (tdpur4222m000) session. If less is received than ordered, the following applies: ERP LN fills the Back Order Quantity field in the Maintain and Confirm Back Orders (tdsls4125m000) session and the Sales Order Lines (tdsls4101m000) session or Sales Order Delivery Lines (tdsls4101m100) session. The back order quantity is calculated as follows: Ordered Quantity- Delivered Quantity in Order Unit. You must manually confirm the back order (sequence) line in the Maintain and Confirm Back Orders (tdsls4125m000) session, or ERP LN automatically confirms the back order if the Confirm Back Orders automatically check box is selected in the Sales Order Parameters (tdsls0100s400) session. As a result, a new delivery line is generated with a new sequence number and the Back Order Quantity check box selected in the Sales Order Delivery Lines (tdsls4101m100) session. This delivery line also appears in the Maintain and Confirm Back Orders (tdsls4125m000) session with the same position number and another sequence number. ERP LN automatically generates a confirmed back order in Purchase Control, which is linked to the back order in Sales Control. You can view the back order in the Purchase Order Line Details (tdpur4101m200) session and the Confirmed Purchase Back Orders (tdpur4101m800) session. Inventory Handling (INH) 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 Warehouse Management. 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 Inventory Handling module of Warehouse Management: Before confirmation of the outbound advice. Before confirmation of the shipment. Warehouse Management cannot create back orders for: Order (lines) with shipping constraints. Collect orders. Return order lines. Order lines with delivery lines linked to it. Order lines with an order quantity equal to zero. ERP LN generates the back order when the modified shipment receives the Confirmed status. Note After the shipment is confirmed, the back order is displayed in the Maintain and Confirm Back Orders (tdsls4125m000) session with the Back Order Quantity field filled. The following example will make this clear: Example
Order | Position | Delivery | Ordered | Delivered | Back Order
--- | --- | --- | --- | --- | ---
102 | 10 | 0 | 25 | 15 | 10
102 | 10 | 1 | 10 | 7 | 3
102 | 10 | 2 | 3 | 3 | 0
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. Back orders can be manually confirmed in the Maintain and Confirm Back Orders (tdsls4125m000) session or can be automatically confirmed if the Confirm Back Orders automatically check box is selected in the Sales Order Parameters (tdsls0100s400) session. After the back order is confirmed, ERP LN generates a new delivery line with a new sequence number and the Back Order Quantity check box selected in the Sales Order Delivery Lines (tdsls4101m100) session. These lines can be processed as regular sales order lines. This delivery line also appears in the Maintain and Confirm Back Orders (tdsls4125m000) session with the same position number and another sequence number. Deliveries can be displayed in the Sales Order Lines Monitor (tdsls4510m000) session, or the Sales Order Actual Delivery Lines / Sales Order Invoice Line (tdsls4106m000) session. Note If a sales order contains component lines, back orders for component lines instead of for order lines are created. For more information, refer to Component handling - component lines. Related topics Direct delivery sales orders Back orders - automatic confirmation Component handling - component lines |