Backordering Lot Item Materials

If, after you have entered a lot item order, you need to ship a smaller quantity than indicated, you can move the remaining quantity to a new ship date without rescheduling them on the Lot Item Mat'l Detail Scheduling screen.

To backorder a lot item material:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Open a sales order that includes a lot item.
Select the lot item and use the NonStk/Lot hot key to display the Lot Item Status screen.
Use the Material Detail hot key to display the Lot Item Material Detail screen.
In the Shp Qty field for the material to backorder, enter the quantity to ship on the current ship date.

Note: You cannot change shipment quantities if the value in the Shipment field is All Detail. Use the Change Shipment hot key and select the date for which to move quantities.

Do one of the following:

If...	Then...
more than one ship date has been set up	the system transfers the remaining quantity to the next open ship date. Continue with step 9.
only one ship date has been set up	a prompt displays. Continue with the next step.

At the Backorder Reduced Qtys in this Session to a Common Ship Date prompt, enter Y to display a second prompt.

If you must enter N, the system does not add the remaining quantity to an open ship date. You must schedule the remaining quantity manually or reduce the amount in the Ord Qty field to match the amount in the Shp Qty field. You cannot exit the screen until the total shipment quantity – spread out over several shipments, if needed – matches the total ordered quantity.

At the BO Generation prompt, enter the date to ship the remaining quantity.

Note: These two prompts display only for the first quantity reduction. After that, the system assigns all subsequent backordered items to the same ship date you assigned to the first backordered item, unless you change the ship date view or exit from the screen.

When you have finished backordering products, return to the Sales Order Entry Body screen and press Esc to display the Sales Order Entry Status screen.
Choose shipment options, as needed.
Press Esc to save the information and exit the screen.