Back Order Reference

To access the Back Order Control Centre select from the main menu Transactions|Back Order Control Centre.

The main screen contains the following columns of information as standard:

S (Status)

The status of the back ordered item.

	The stock item has been allocated stock and is ready to be released.
	The stock item is pending allocation or has only been partly allocated.
	The stock item has been allocated stock but has not yet been fully picked. This state applies only when the Warehouse Manager component is installed.
	The stock item has a required by date and this date is now overdue.
	The stock item is on back order hold or the stock item itself on hold.

Account

The customer account code.

Location

The location of the back ordered product code.

This only appears if multi-location stock control is activated.

Product Code

The product code of the stock item back ordered.

Qty

The quantity back ordered.

Total $

The total value back ordered.

Date

The date of the invoice or the order.

Tran No.

The invoice number or order number from which the back order was derived.

Zone

The delivery zone.

Enterprise & Corporate Edition Only

Carrier

The shipping method or courier or delivery name.

Enterprise & Corporate Edition Only

Allocated

The quantity of stock that has been allocated to this back order.

Depending on the settings of INSTALLATION Workshop you can manually "force" the allocation of stock even if you don't have that stock.

Picked

The quantity that has been picked by warehouse staff if the CAPITAL Warehouse Manager is activated.

Requires Warehouse Manager Component

See below.

Forward

The forward date of the order.

A Forward order is an order that is marked with a date to indicate that stock is not to be allocated to it until that date arrives. A forward ordered back order will not be released until the current system date equals or exceeds the forward order date.

Ordered

The date the item was specifically ordered through an automatic purchase ordering process if applicable, or the last time that item was ordered in general.

Free Stock

The quantity of the product available for sale.

Transaction

Whether the back order was generated from an order or an invoice.

Description

The product description.

Comment

An optional comment line that can be associated with the back order.

Note, you scan scroll across to see more columns if they do not all fit on your display.

The Selection Columns

Use this option to mark a back order for priority release. A tick will appear in the column to indicate that it will be released (provided stock has been allocated) when the Marked Stock Release option is selected.

Used to mark a back order for automatic purchase ordering. The column will be marked if the item has already been ordered. It will not then be ordered again.

See Automatic Purchase Orders for more information.

Used to place a back order on hold. Back orders held cannot be released/converted into invoices until they are taken off hold.

For information on the complete list of columns available for the Back Order Control Centre consult the topic: Back Order Column List.

The Buttons Explained

Find

Press this button to find a back order.

Release

A menu will appear with options for converting orders into invoices. See the topic Back Order Release for more information on what this process does.

Options

Options to assist in preparing the back order for release or for purchase ordering. See below for detailed information.

Edit

Use this option to allocate stock, change the Required or Forward Date or add or edit the comment line associated with the back order. When this option is selected CAPITAL will display the amount of stock currently available for allocation. Stock placed on hold cannot be allocated (but held back orders can).

To change the forward allocation date click on Forward Date. A Forward order is an order that is marked with a date to indicate that stock is not to be allocated to it until that date arrives. A forward ordered back order will not be released until the current system date equals or exceeds the forward order date. You may override this date limiter by manually allocating stock.

If you double-click on a column that cannot be edited the allocation window will open. This is equivalent to pressing the Edit button.

Add

Use this option to add products to a back order.

Delete

Delete products from a back order.

Leave

Leave the Back Order Centre.

Click on to move directly to stock control and inspect back ordered item in greater detail.

You can also press ALT-Z to zoom to Stock Control for the selected back order item.

Click on to mark transaction for release. CAPITAL will tick all products on the selected order ready for invoicing.

Options

Other selections under the Options Menu when you press the Options button are explained here:

Automatic Stock Allocations

See the topic: Back Order Automatic Allocations for information on this utility.

Print Pick List Forms

Allows you to print picking list forms using Visual Builder.

Distribution Reports

Takes you to the Distribution Reporting menu. Here you can print various distribution related reports, such as standard and consolidated pick lists.

Comments/Notes

Allows you to enter comments, special instructions and note information related to the currently selected back order.

For more information on this feature consult the topic: Back Order Comments & Notes.

Calculate Order Statistics

Describes the amount of stock back ordered, allocated and its sale value for a particular account.

Clear Ordering Markers

Clears in the back order file. Only the items will be cleared.

Clear Release Markers

Clears column in the back order file.

Clear Hold Markers

Clears column in the back order file.

Set Item As Purchased

Marks the selected item as having already been purchased. This ensures that the item will not be ordered via the Automatic Purchase Ordering facility (if you are using this system).

You may click on the item's order status checkbox (found under the column) to restore it for ordering.

Mark Transaction For Release

Sets all items on the currently selected transactions for marked release. This results in all items being ticked under the column.

Quick UPdate Transaction Info

Use this utility to change the Required Date, Forward Date, Zone or Carrier of a transaction (if applicable in your version) for all back ordered items on a transaction.

For more information on this subject consult the topic: Back Order Quick Update Transaction.

Delete Unfilled Back Orders

This function will delete all back orders in the system for customers who have their "do not accept back orders" setting ticked. It is assumed that you have attempted to pick all items in the Back Order Control Centre and cannot fill the orders that are remaining.

Do not run this utility until you have picked (processed) all the orders in the system that you can. If you do not do this first, you may delete orders you have not yet processed!

You can also set the Back Order Control Centre to automatically clear back orders that cannot be filled immediately from stock. For more information on this topic consult: Back Order Options.

Zoom to Stock Control

Moves directly to Stock Control.

You can also press the button to view the stock item or press ALT-Z.

Customer Price Check

Check product pricing and availability. For more information on this subject consult the topic: Customer Price Check.

You can also press to access the Customer Price Check Utility.

Complete Column List

Select this option to access the Back Order Column List.

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