invent!ory ULTRA 2013 Help		Index
Backorder Functions
What is a Backorder? A backorder is a temporarily "unfillable" log out transaction that is saved to be filled later. A backorder occurs when there are not enough units on hand to fill a log out. Benefit of Backorders: With backorders, you only input the log out once. Saves you the hassle of trying to remember to reinput the unfillable portion of the original log out. A backorder stays on file until it can be filled. “Filling” closes the backorder and generates a new log out. All backorders—both filled and unfilled—are saved in the database. Thus, the backorder process allows you to fill what you can and save the rest of the order until enough units are on hand. Then you may fill all or some of the backorders. See Filling Backorders.”
Example : A Backorder Dialogue During a Log Out. In this example, we are trying to log out 35 units to department 114 when only 20 are on hand. Backorder Options. When we click "Save (pink box, below), the "Backorder Options" box (below center) gives us two options: u Log out all units on hand & backorder the rest v Backorder ALL
Option u Log out all units on hand and backorder the rest If we choose the default option, then the existing 500 units are "logged out" and 100 units backordered. The log out for 100 is saved in the backorder table of the database to be filled at a later date. .
We chose Option 1 and now see (on the "Single Item Update" screen) that ZERO units are on hand Next, a log out for 20 units appears in the pink grid (far right), and we receive a confirmation message that 15 units are backordered.	The backorder record for 15 units is saved on the Backorder Transactions Grid (below).
You may automatically fill the backorder for 15 units later using the Fill Backorder function found at Main Menu |Transactions| BACKORDERS: Fill Backorders. See Filling Backorders The backorder record for 15 units (bottom row left) is added and saved on the Backorder Transactions Grid.
Option v Backorder all If we choose the default option, then the existing 500 units are "logged out" and 100 units backordered.
Notice there is no decrease in Units On Hand.
Backorders in Batch Log Out: Here, the "Backorder Options" box "pops up” and asks if you wish to add a backorder before you may add it to the batch. Notice that TWO TRANSACTIONS appear in the Batch Log Out grid: a log out for 115 and a Backorder for 35.
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