Putting Partial Quantities on Back Order

In some cases, you might receive only part of your order. When this occurs, you can receive part of the order and place the remaining quantities on back order.

To put partial quantities 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. For each item that you need to put on back order, enter the quantity that was actually received.

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 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.

6. 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?”

7. 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.

8. Close the PO System screen.