Creating Backorders On Ibt S

Document Version	v.1
Document Last Updated	2/26/2021
Software Version Documented	v.9.8.8

Overview

This document will cover how to create a backorder for an entire order or for a specific line while placing an IBT from another warehouse location. The purpose of this will allow a purchaser to avoid taking the transfer warehouse’s material if available, but will also allow a PO to be created from the preferred location. Then once the material is received the transfer can commence with the desired backordered items.

To refer to how to create IBT’s view Internal Branch Transfer document.

Creating Backorders on IBT’s

The below section will cover how to place IBT’s, PO’s with backorders. NOTE: When marking a line or an entire order or PO as backorder (BO) this will not allocate any available material, but will require the material to be purchased and received to fulfill the demand.

Backordering an entire IBT order

Open a new RFQ/PO
Click the IBT checkbox
The vendor name field will change to a warehouse combobox
Enter the materials you wish to be fulfilled from your other warehouse. In my example below I wanted to order qty 1 of an item, but my other warehouse only has 1 available as well. I don’t want to deplete their stock so I will choose to backorder the IBT.
Since it is the only item on this order, select ‘BO’ within the header to backorder this order.
I will convert the IBT order and nothing will print.
Finally once the material has been received via a PO and backorders are processed this order will be listed for the material and quantities to be allocated and the transfer can take place.

Backordering a line within an IBT order

Open a new RFQ/PO
Click the IBT checkbox
The vendor name field will change to a warehouse combobox
Enter the materials you wish to be fulfilled from your other warehouse.
In my example I want to only backorder my last two items on my IBT due to my other location having none or low stock.
On those specific lines I want to backorder I am going to locate the B/O column within the item grid and check the combobox to mark them as backorder.
Once my IBT is complete I will convert and a PT will only print for the items that are available and not marked as B/O.
Finally once the material has been received via a PO and backorders are processed this order will be listed for the material and quantities to be allocated and the transfer can take place.