Completing Purchase Orders With Backorder Items in a Manual Warehouse

Use partial purchase order receiving for large stock receipts that you are unable to check in at one time or for incomplete shipments from the vendor.

Complete partial orders by comparing the P/O Receiver Report with the Stock Receipt Entry window to verify quantity. Then create a new purchase order generation with the items from the order that you did not receive.

To complete a purchase order with backorder items:

From the Purchase menu, select Stock Receipt Entry to display the Initial Order Entry dialog box.
Display the purchase order you want to receive by entering the branch number in the Branch field, and the order number in the Vendor/Order # field. Enter the vendor who shipped the order to select a transaction.
Click OK to display the purchase order in the Stock Receipt Entry window.

From the Edit Order menu in the Body tab, select Ship Dates and select New to create a new ship date that matches the date you are receiving the material.
In the New Shipment Creation dialog box, enter the following information and click OK:

Field	Description
New Required Date	The date you require the products on the purchase order.
New Receive Date	The date the shipment was received.
New Receive Branch	The branch for which the order was placed.
New Ship Status	The purchase order ship status. Select O for a status of Open Purchase Order.

The system returns to the Stock Receipt Entry window. Notice that the Qty/Unit field no longer displays a quantity.

In the Qty/Unit field next to each item you received, enter the quantity you actually received.
Click the Status tab to display the purchase order's status information.
Select the order generation that you just created by matching the receive date with the date in the Receive Date field.

Note: From the View menu, select Items to confirm that you selected the correct order generation. Close the Items on Order dialog box and return to the Purchase Order Entry window's Status tab.

In the OrderStatus field for the order generation, type R to receive the items on that order generation.

Note: If you are receiving material for a different branch, the system may warn you that you are receiving material for a branch that is different than the terminal's branch assignment. Accept the warning to continue to receive material for a different branch.

Save your changes and exit the window to process the purchase or transfer order and complete that order generation.

The items that you did not receive are on a different order generation, along with all their information, such as locations and serial numbers.