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Hi,
Does anyone have any tip how we can automation the back order management.
For example.
We create a SO with 2 products. One of the products is'nt on stock so we need to create a purchase for this.
The purchase is created and not linked to the SO. After the delivery I would like the system help me showing which SO I can ship from the purchase.
Is there any excisting function or do need to create a GI for this?
/Jonas
Hi @fosse,
I know that there are a lot of backorder reporting / take action gaps currently in Acumatica.
I recommend posting this in the new official Acumatica Community Forums:
https://community.acumatica.com
For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community
See this Help Article on Back Ordering and Replanning Back Orders.
There is some functionality to Replan Backorders. After you receive inventory on the Process Orders screen the Create Shipments process should look at what's on Back Order. I haven't experimented with it much yet. You can also use the Recalculate Inventory screen:
Recalculate Inventory - Help Wiki
During the recalculation process, if the system recovers available quantities of specific stock items, it attempts to update plans for sales orders with the Back Order status created for these items. Starting from the earliest back order, the system checks the quantity on the back order. If the quantity is equal to or less than the recovered quantity, the system moves the respective quantity to a Booked plan and switches to the next back order until either all recovered quantities are applied or all back orders are checked.
@kuhnami You and Tim are correct. The Replan Backorders works as stated, but as Tim mentioned there are gaps in the functionality. I worked around these gaps by incorporating business events to put all orders onto the Back Order status. thus creating an even playing fields so that incoming receipts assigned stock on a first in first served basis.