Processing Backorders

Task/Problem Overview

This knowledge base article will cover how to process backorders within Savance Enterprise.

Please refer to the Hard Links vs Soft Links knowledge base article.

Soft Linked orders when received will go into the Process Back Orders engine. Hard Linked orders will process automatically if the Process Linked Orders checkmark is checked in the Administrator.

A Hard Link is a PO that is created at the order level to fulfill the demand for that order specifically once the items have been received. The benefit of this method of purchasing is that items on a linked RFQ/PO will be allocated exclusively to the order in which they are linked to regardless if there are multiple backorders for the same item.

A Soft Link will appear at the order level if there are any current PO’s that have NOT been received yet, that could potentially be used to fulfill the demand of the order.

**NOTE: It is NOT guaranteed that the PO listed as a soft link will be used to fulfill your backorder. **The Soft Link display is simply an order view of the ‘Process Backorders’ or ‘Hold for Backorders’ screen within the Warehouse Manager.

• Links can be seen on the Links > Hard Links or Soft Links tab on the PO and Order once the PO is converted.

A Hard Linked PO received to a Sales Order’s backorder’s pick ticket can be processed automatically by setting the checkmark:

Admin>Administrator>Sites>Purchasing “Automatically Process Linked Backorders”

Or

Admin>Administrator>Warehouse>Receiving “Automatically Process Linked Backorders”

NOTE: This only pertains to hard-linked backorders.

Once a Purchase Order has been received, if a Sales Order has a soft demand fulfilled by that Purchase Order or items put away to stock, a Putaway Report can be printed to indicate what Sales Orders require that incoming shipment or if product has been received to stock.

It is best practice then to process backorders so that pick tickets will print for any orders that can be fulfilled with newly received items. Follow the steps below.

• Inventory -> Shipping-> Process Backorders

or

• Inventory -> Warehouse Manager -> Process Backorders

.

• The Process back-orders screen will appear. Click Search in the upper right-hand corner

• Expand the Action: Create a Shipper by clicking the small arrow to the left of the checkbox. This will reveal all orders that a pick ticket will be generated for when you process.

• Expand the arrow next to the Order Number: to review the part numbers for that order that will be satisfied.

• Leave all selected, or uncheck any of the shippers that you don’t want a Shipper/Pick Ticket to be produced.

• You can also right click the header to use the “Show Group by Box” to bring down the Order Number to sort the Part Number column by clicking on the column where part numbers are.

• From here you can cherry-pick or print all available backorders.

• Click OK

• Pick Tickets will print for all available backorders. Then the shipping process begins.

• There is a section called Action: Reserving quantity for orders on Reserved Hold

• You can choose to process backorders from here for Reserve Hold items or in

the Release Management section of the shipper for each individual Shipper.