Any ideas? My customer would like to be able to track a type of 'backorder' on a transfer between warehouses. If in one warehouse the goods are normally stored and a transfer to another warehouse is needed. When there is insuffiencent quantity in the standard warehouse to fullfill the transfer, a ‘backorder’ transfer is then created.
Best answer by ChandraM
View originalHi
Here are the steps to create a backorder for insufficient quantities to fulfill the transfer.
Shipping Settings to “allow backorder”
Details Settings on the line item to “allow backorder”
Hi
After the Transfer Order is backordered, the users(your clients) can track the backorders by applying the following filter on the “Sales Orders” Inquiry to see only the Transfer that are backordered.
Option1 : To filter the records..
In this approach, the user has to apply the filter every time. Using Option 2 , this everytime filtering can be eliminated.
Option 2: Create a new filtered tab on the “Sales orders” Inquiry to always show the backordered transfers in a separate tab:
A new tab “TR Backordered” can be added as shown below:
Steps to add the new tab:
Step 1: Click on the Funnel Button as shown below:
Step 2: Click on the “NEW” button:
Step 3: i. Add the conditions to show only the Backordered transfer orders as shown below.
ii. Click on “Save”
Hi Chandra, thank you so much for your reply. This certainly looks like it will work. Let me test it.
Thank you again.
Caroline
Thank you this filter will really assist them
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
