Customer Backorder Allocate Inquiry

Exit

Click this button to close the Customer Backorder Allocate Inquiry window.

Show Data

Click this button to display backorder information on the Results tab, based on the criteria selected on the Select tab.

Location Prefix

Enter a shipping location prefix for which to display backorders, or click the Lookup button to select a shipping location prefix.  For more information on shipping locations, see Sales Location / Shipping Location.

Name (Location)

Enter a shipping location name for which to display backorders, or click the Lookup button to select a shipping location name. For more information on shipping locations, see Sales Location / Shipping Location.

Customer Code / Billing Cust Code / Trade ID/Distribution Center

Select whether to display backorders for customer codes, billing customer codes, or EDI trade IDs and distribution center IDs.

Related Customers

Select this check box to display backorders for customers related to the selected customer or billing customer. This check box is cleared by default, is only available if the Customer Code or Billing Cust Code radio button is selected, and is only enabled if the All Customers or All Billing Customers check box is cleared.

Trade ID

Enter an EDI trade ID for which to display backorders, or click the Lookup button to select an EDI trade ID. This field is only available if the Trade ID/Distribution Center radio button is selected.

Trade ID Name

Enter an EDI trading partner name for which to display backorders, or click the Lookup button to select an EDI trading partner name. This field is only available if the Trade ID/Distribution Center radio button is selected.

All Customers / All Billing Customers / All DCs

Select this check box to display backorders for all customers, billing customers, or distribution centers. This check box is selected by default.

Customer Code

Enter a customer code or billing customer code for which to display backorders, or click the Lookup button to select a customer code or billing customer code. This field is only enabled if the All Customers or All Billing Customers check box is cleared.

Name (Customer or Billing Customer)

Enter a customer name or billing customer name for which to display backorders, or click the Lookup button to select a customer name or billing customer name. This field is only enabled if the All Customers or All Billing Customers check box is cleared.

Distribution Center ID

Enter a distribution center ID for which to display backorders, or click the Lookup button to select a distribution center ID. This field is only enabled if the All DCs check box is cleared.

Name (Distribution Center)

Enter a distribution center name for which to display backorders, or click the Lookup button to select a distribution center name. This field is only enabled if the All DCs check box is cleared.

All Forecast Groups

Select this check box to display backorders for all forecast groups. This check box is selected by default.

Forecast Group

Enter a forecast group for which to display backorders, or click the Lookup button to select a forecast group. This field is only enabled if the All Forecast Groups check box is cleared.

Name (Forecast Group)

Enter a forecast group name for which to display backorders, or click the Lookup button to select a forecast group name. This field is only enabled if the All Forecast Groups check box is cleared.

Order Number / Customer PO #

Select whether to display backorders for order numbers or customer purchase order numbers.

All Orders / All Customer's POs

Select this check box to display backorders for all orders or customer purchase orders. This check box is selected by default.

From (Order)

Enter an order number for which to display backorders, or click the Lookup button to select an order number. If you want to display backorders for a range of orders, enter the first order number in the range. This field is only enabled if the All Orders check box is cleared.

To (Order)

Enter the last order number in a range of orders for which to display backorders, or click the Lookup button to select an order number. If you want to only display backorders for a single order, you can leave this field blank. This field is only enabled if the All Orders check box is cleared.

Customer PO

Enter a customer purchase order number for which to display backorders, or click the Lookup button to select a customer purchase order number. This field is only enabled if the All Customer's POs check box is cleared.

All Products

Select this check box to display backorders for all products. This check box is selected by default.

Product Code

Enter a product code for which to display backorders, or click the Lookup button to select a product code. This field is only enabled if the All Products check box is cleared.

Name (Product)

Enter a product name for which to display backorders, or click the Lookup button to select a product name. This field is only enabled if the All Products check box is cleared.

All Required Dates

Select this check box to display backorders for all required dates. This check box is selected by default.

From (Required Date)

Enter a required date for which to display backorders, or click the drop-down arrow to select a required date. If you want to display backorders for a range of required dates, enter the first date in the range. This field is only enabled if the All Required Dates check box is cleared.

To (Required Date)

Enter the last required date in a range of required dates for which to display backorders, or click the drop-down arrow to select a required date. If you want to display backorders for a single required date, you can leave this field blank. This field is only enabled if the All Required Dates check box is cleared.

All Cancel After Dates

Select this check box to display backorders for all cancel-after dates. This check box is selected by default.

From (Cancel-After Date)

Enter a cancel-after date for which to display backorders, or click the drop-down arrow to select a cancel-after date. If you want to display backorders for a range of cancel-after dates, enter the first date in the range. This field is only enabled if the All Cancel After Dates check box is cleared.

To (Cancel-After Date)

Enter the last cancel-after date in a range of cancel-after dates for which to display backorders, or click the drop-down arrow to select a cancel-after date. If you want to display backorders for a single cancel-after date, you can leave this field blank. This field is only enabled if the All Cancel After Dates check box is cleared.

All Order Dates

Select this check box to display backorders for all order dates. This check box is selected by default.

From (Order Date)

Enter an order date for which to display backorders, or click the drop-down arrow to select an order date. If you want to display backorders for a range of order dates, enter the first date in the range. This field is only enabled if the All Order Dates check box is cleared.

To (Order Date)

Enter the last order date in a range of order dates for which to display backorders, or click the drop-down arrow to select an order date. If you want to display backorders for a single order date, you can leave this field blank. This field is only enabled if the All Order Dates check box is cleared.

All Sales Representatives

Select this check box to display backorders for all sales representatives. If no sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options, this check box is selected by default. If a sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options, this check box is cleared by default, and is disabled.

Sales Representative

Enter a sales representative ID for which to display backorders, or click the Lookup button to select a sales representative ID. This field is only enabled if the All Sales Representatives check box is cleared. If a sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options, this field defaults to that sales representative ID.

All Products / Unrestricted Products / Restricted Products

Select whether to display backorders for all products, only unrestricted products, or only restricted products. This radio set is only enabled if you are allowed to allocate products with restricted allocation.

Only Show Products That Must be Released Manually

Select this check box to only display backorders for products/locations for which the Only Release Backorders Manually check box is selected on the Warehouse tab in Product Location Maintenance.

Display Report

This check box is not used in this window.

Sort by

Select whether to sort customers with backorders by customer code, customer name, or sales representative.

Position to

Enter a customer code, customer name, or sales representative to display at the top of the Customers with Backorders grid on the Results tab.

Example If you select the Customer Name radio button, and you enter Smith in the Position to field, then Smith will be the first row displayed on the Results tab (if there is such a record).

Customers with Backorders

This grid displays customer information for customers with backorders based on the criteria specified on the Select tab. Select a customer to display backordered lines for the customer in the Backordered Lines grid. Double-click a customer to display Customer Maintenance, which allows you to view and update information for the customer.

Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.

Backordered Lines

This grid displays backordered lines for the customer selected in the Customers with Backorders grid. Depending on product availability at the selected location, there may or may not be sufficient available inventory to allow release of the backordered line item. Zero is displayed in the Qty to Release column if there is not sufficient available quantity. Double-click a line item to display Line Items, which allows you to view the line item information for the order.

Available

This field displays the quantity available for the product selected in the Backordered Lines grid.

Backorder

This field displays the quantity backordered for the product selected in the Backordered Lines grid. For more information, see Inventory Matrix Inquiry FAQ.

Qty On Backorder

This field displays the sum of backordered quantities in the Qty Backordered column in the Backordered Lines grid. For more information, see Inventory Matrix Inquiry FAQ.

Backorder Priority

This grid displays the backorder release priority. To change the backorder release priority, click the up and/or down arrow buttons, and then click Apply.

Apply

Click this button to change the backorder release priority.