Product Backorder Allocate

Menu Path: Warehouse Management $Images\bluerarw.gif$ Allocations $Images\bluerarw.gif$ Product Backorder Allocate

Purpose

View all available products that are on backorder for a shipping location.
Manually release available products to their backorders.

Overview

Use Product Backorder Allocate to manually release backorders. Only products/locations for which the Only Release Backorders Manually check box is selected on the Warehouse tab in Product Location Maintenance are considered for manual backorder release if the Only Show Products That Must be Released Manually check box is selected. Otherwise, all products are displayed that are backordered and now have enough available quantity to fill the backorder. For more information, see Backorder Release Priority.

Manually Releasing Orders

To manually release orders:

Enter a shipping location prefix or name in the Location Prefix or Name field. For more information on shipping locations, see Sales Location / Shipping Location.
If you want to release orders for specific criteria, select filter criteria.
Select the Only Show Products That Must be Released Manually check box if you want to only view products that must be manually released.
Select a sort option.
Click the Show Data button in the ribbon. Products that are on backorder at the selected shipping location and have available inventory appear in the Backordered Products grid on the Results tab.
Select the product you want to release from backorder. Backorders for the product appear in the Backorders grid. The quantity available for release, quantity available, and the quantity backordered also appear.
To release an order, select it in the Backorders grid, and then click the Release Line button in the ribbon. To release all orders in the Backorders grid, click the Release All button in the ribbon.
Enter the quantity to be released for each order in the Qty to Release column in the Backorders grid. Notice the fields below the grid. These fields indicate what is currently available for release for each selected product.
Click the OK button in the ribbon to accept the backorder release.

note You can also cancel a backordered line item by selecting an order’s line item in the Backorders grid, clicking the Cancel Line button in the ribbon, and clicking the OK button in the ribbon.

Note If you do not manually release a product, then the inventory allocation of that product occurs automatically in Automatic Backorder Allocate, unless the Only Release Backorders Manually check box is selected on the Warehouse tab in Product Location Maintenance for the product/location.

Quantities in not available bins are not used to release backordered products. You must have available quantities in bins other than not available bins.

For more information, see Backorder Releasing Process Flow.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Product Backorder Allocate window.
OK	Click this button to accept an action. This button is only available after you click the Cancel Line, Release Line, or Release All button in the ribbon. If you are cancelling a line item, you are asked to confirm whether you want to cancel. If you click the Yes button, Order Line Cancellation Reason appears, and allows you to enter an order line cancel reason code.
Cancel	Click this button to reject an action. This button is only available after you click the Cancel Line, Release Line, or Release All button in the ribbon.
Show Data	Click this button to display backordered products on the Results tab based on the criteria selected on the Select tab.
Cancel Line	Click this button to cancel a selected order line. This will also reinstate inventory records for the selected product at the specified location.
Release Line	Click this button to release a selected backorder line. After you click this button, you can enter a quantity to release in the Qty to Release column in the Backorders grid.
Release All	Click this button to release all backorders.

Select Tab Fields and Buttons

Field or Button	Description
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 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	Select this check box to output the Product Backorder Release Report when releasing or cancelling backorders. This check box is selected by default. To select options for the report, use the Print Options tab.
Sort by	Select whether to sort backordered products by product name, product code, or search name.
Position to	Enter a product name, code, or search name to display at the top of the Backordered Products grid on the Results tab. Example If you select the Product Name radio button, and you enter XYZ in the Position to field, then XYZ will be the first row displayed on the Results tab (if there is such a record).

Results Tab Fields and Buttons

Field or Button	Description
Backordered Products	This grid displays backordered products with orders that can be released after you select criteria on the Select tab, and click the Show Data button in the ribbon. Click a product to display backorders that can be released for the product in the Backorders grid. This grid includes the following columns: Product Name Product Code Search Name Short Description Long Description
Backorders	This grid displays backorders that you can release. Double-click a backorder to display Line Items, which allows you to view line item information for the order. Orders are listed by backorder release priority based on the product/location backorder release priority. This grid includes the following columns: Order Number - This column displays the order number for each order. Order Status - This column displays the status of each order. Customer PO - This column displays the customer purchase order number for each order. Qty Ordered - This column displays the quantity ordered for each order. Qty Allocated - This column displays the quantity allocated for each order. Qty Picked - This column displays the quantity picked for each order. Customer Code - This column displays the customer code for each order. Customer Name - This column displays the customer name for each order. Qty Backordered - This column displays the quantity of the product that is on backorder. Qty to Release - This column displays the quantity to release for each order. This defaults to the quantity backordered unless you change it to reflect a lesser quantity. You can enter this quantity after you click the Release Line or Release All button in the ribbon. U/M Code - This column displays the unit of measure for each order. Order Class -This column displays the order class of each order. Class Priority - This column displays the class priority for each order. Required Date - This column displays the product’s required date for each order. Order Date - This column displays the date of each order. Order Priority - This column displays an integer value signifying the order’s backorder release priority. This defaults from the order. On Hold - The check box in this column is selected for orders on hold. On Hold Date - This column displays the on hold date for orders that are on hold. On Hold Reason - This column displays the reason orders are on hold. Generally, an order can be on hold for exceeding a credit or margin limit, or if it was placed on manual hold. Min/Mult Discrepancy - The check box is selected in this column for each order for which products did not meet minimum or multiple allocation requirements.
U/M Code	This field displays the unit of measure.
Qty Avail. for Release	This field displays the quantity available for release for the selected product.
Qty Backordered	This field displays the quantity backordered for the selected product.
Qty Available	This field displays the quantity available for the selected product. This quantity equals the quantity available for release minus the quantity backordered.
WO Qty Backordered	This field displays the work order quantity backordered.
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.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.