Putting All Quantities on Back Order

When one of the items on a purchase order is not delivered, you can place all quantities of that item on back order.

To place all quantities of an item on back order

1. Select PO & Receiving from the Inventory menu. The PO System screen appears.

2. Make sure the Purchase Orders tab is selected and select the status Ordered.

3. Select a purchase order and click Receive. The Receiving Document screen appears.

4. Select the item you need to put on back order and click Delete. The following message appears: “Delete item?”

Tip: To view the quantity and cost used for an item on the original purchase order, select the item, and click Order Info.

5. Click Yes. The following message appears: “This item is from a PO do you want to cancel the PO item?”

6. To place the item on back order, click No. The item is removed from the receiving document.

7. To receive the remaining items on the receiving document, click Receive. The following message appears: “Do you want to price this RD now?”

Note: Depending on how the system controls are set, you might be required to add a reference number if you haven’t already.

8. Do one of the following:

If you want to price the items now, click Yes.
To price the items later, click No and print the receiving document.

The following message appears: “There are items associated with POs that are only partially received. Do you want to cancel the rest of the quantities on these POs?”

9. To back order the items, click No. One of the following occurs:

The Vendor Invoice screen appears, and you can price the items. For more information, see Pricing Items on a Receiving Document.
If you’ll price the items later, the receiving document is added to the Receiving Documents tab on the PO System screen.

10. Close the PO System screen.