Back Order Options Installation

Back Order Options

To access Back Order Installation Options, start the INSTALLATION Workshop program and from the main menu select Install|Back Orders.

Back Order Manual Release

Tick to select this option if required. CAPITAL will allow stock to be manually allocated to back orders even if that stock is not in stock (physically available). Invoices released through the Back Order Control Centre will go into negative stock as a result.

List Back Orders On Invoices

Tick if you require that back order released invoices show the stock items still remaining on back order. In other words, the generated invoice will include stock items that have shipped quantities of zero and back ordered quantities of what still remains to be picked and released.

If you don't select this option, only items that are actually shipped are shown on invoices. The system will also permit you to create new back orders directly from this invoice if you want to.

Holds Adjust Back Order Date

Taking a back order on or off hold does not change the date unless this operation is ticked . In which case the back order date changes to the current date. This is useful if you do not want customers who have been placed on hold to be given priority access to stock. In effect, once taken off hold they end up at the end of the stock allocation queue.

Freight Fee on Partial Release

Tick to charge freight (and other charges if applicable) on back order partial releases. By default CAPITAL only charges freight the first time an invoice is raised for a back order. Further back orders released from the originating order are not charged freight unless this option is selected.

This option is ignored if you will be producing consolidated back orders.

Automatically Clear Unfilled Orders

If ticked then customers who not accept back orders will have any back orders remaining in the Back Order Control Centre cleared from the system automatically, after an invoice for that customer is raised. This setting only applies if the customer's account is set to not accept back orders.

It should be noted that if no items for a customer can be filled on any particular order, the back order will not be cleared because the order was never processed in the first place. For these types of orders you can use the Delete Unfilled Back Orders utility on the Back Order Control Centre Options menu, to delete them.

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