Work with Backorders Version

Contents

Overview

Backordered items in the system are constantly being released; for example, when an item is received or when an inventory adjustment occurs. On occasion, the system may suspend backorder processing. To restart the process of filling backorders, you need to tell the system to release the backorders to avoid "holding up" backorder issues.

Security

To access organization, department, or asset location data, the organization, department, or asset location must be included in your data profile. Additionally, for any asset location, you must have permission to maintain the asset location record, including viewing and canceling backorders. See "Restricting Users from Editing Asset Location Records."

The role objects that control access to the functions required for releasing backorders are "MMTables" set to View, and "Distribution" set to Create.

To release backorders:

1. From the Materials Management main Contents, select Tables > Asset Location. The Asset Locations list appears.
2. Locate the asset location(s) for which you need to release backorders.
3. Click Menu > Process Backorders (Figure 1). The system asks you if you are sure that you wish to process outstanding backorders for the Asset Location.
   
   Note: The Process Backorders function only processes backorders for stock items. Non-stock item backorders are not processed.

Figure 1 - Process Backorders

4. Click Submit. The Asset Locations list is refreshed and the message: Process Backorders Pending appears next to the Asset Location.

Viewing Backorders for a PO

When a purchase order is fully received, if the purchase order has backordered items, the backordered quantities are normally zero, since the backordered items are allocated and issued. You can still view a record of backorders for the PO; however, even though there may be no "outstanding" backordered items coming in.

To view backorders associated with a PO:

• Locate your PO by following the instructions in To view purchase orders and To search for a purchase order.
• Next to the PO, click the i or select Menu > Inquire. (Inquire provides details about a list item.)
• Click on the Backorders tab to view backorders for the PO.

Automatically Process Backorders on a Scheduled Basis

You can set up a schedule to automatically process backorders on a regular basis, if you wish. The instructions are in Set Up Schedules for Batch Jobs: Backorder processing.

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