Backordering Multiple Products

Use the Detail Scheduling screen to assign multiple ship dates and statuses to several backorders. Edit the details of various order items so that shipment generations are grouped together in the most efficient manner for you and your customer.

Note: To change the status, ship date, ship via, or ship branch for a single backordered product, use the Scheduling screen.

To back-order multiple products:

Create or open a sales order and display the order's Body screen.
Press Esc to display the Sales Order Entry Status screen.

Note: If prompted to ship everything on the latest shipping date, enter N. If prompted to enter a customer P/O number on the Sales Order Entry Header screen, do so and then press Esc.

Use the Detail Scheduling hot key to display the Detail Scheduling screen.
Review or edit the following fields, as needed:

Field	Description
Product Description	A statement that identifies the ordered item.
Avail	The earliest date the item will be available to ship.
Shp Qty	The amount of the item scheduled to be sent to the customer. If you schedule less than the order quantity, you must schedule the remaining quantity for another ship date.
Shp Date	The date the product is scheduled for transport to the customer. The system displays the earliest possible shipment date for your item. If the entire quantity of the item is not available for one shipment, the system splits the ship quantity over more than one shipment date. Next to each ship date, the system displays the number of days separating it from the date you entered as your order ship date. If the dates are the same, TODAY displays.
Sts	The current order status of the selected backordered generation. If the item quantity is split over multiple ship dates, each ship date can have a different backorder status code. For example, if you ship a quantity today and the customer requests that you call before shipping additional quantities, you set today's shipment status to A (ship when available), and your future date shipments statuses to C (call when complete).
Via	The method used to transport the item to the customer.
ShpBr	The branch from which the order will ship to the customer. If the selected branch has insufficient inventory to complete the order, you can ship inventory from one or more of your other branches. Note: If you cannot ship products out of another branch, you might not have authorization to do so. See Assigning Branches to Users for more information.

Use hot keys, as needed:

To...	Use this hot key...
add or edit administrative details for the order, such as a customer PO number	Header The Sales Order Entry Header screen displays.
edit the order detail information	Body The Sales Order Entry Body screen displays.
schedule a single backorder	Schedule The Scheduling screen displays.
change the ship date for all open generations to the earliest date when all items in all generations will be available	All Complete
enter payments or extra charges on the order	Totals The Sales Order Entry Totals screen displays.
review the product's inventory levels	Inv Inq The Inventory Inquiry screen displays.
toggle between the ship via/ship branch column view and the required date column view	Views From the selection list that displays, select an option and press Enter.
verify order generation statuses, if accessible	Status The Sales Order Entry Status screen displays.
schedule lot item materials for shipment	View Lot Item Mat'l Detail The Lot Item Material Detail screen displays.

Press Esc to return to the Sales Order Entry Status screen.
Review your changes and press Esc to continue processing the order.