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Identify Back Order items at Sales Order Line Level

  • 28 September 2021
  • 5 replies
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We are looking for exception reporting on Back Order Inventory Items, at the Sales Order line level: For Sales Orders that have Back Order Status, we want to pinpoint the specific Items which are on Back order.  Is there a Back Order Status at the Sales Order Line level to flag which Inventory Items caused the Back Order, for follow up?

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Best answer by Naveen Boga 28 September 2021, 16:25

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Userlevel 7
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Hi @ekaplan  We are NOT having the Status field at SO Line level.

But we can identify Back Ordered items (Partial shipped items) at SO Line level by considering below fields.

  • Order Qty - Ordered Qty
  • Open Qty - items are still to be shipped 
  • Shipped Qty - items already shipped

We can compare these fields and can able to know backordered items. Please find the screenshot for reference.

Hope this helps!

Thank you very much for the feedback!

An issue we have with comparing the Quantity, Qty on Shipments, and Open Qty fields is if an order has multiple lines and none of them are shipped - one line may be Back Order without available On Hand to fill the order, but other lines may have available On Hand but not yet shipped.

Userlevel 5
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@ekaplan , @Naveen B , actually there is a kind of ‘back Order’ status at SO Line Level. It is the ‘Back Ordered’ Allocation Type visible in the Inventory Allocation Details. 

Technically, it is an InItemPlan record with PlanType = 68, referred by SOLineSplit record (shown in the Sales Order Allocations)

In the scenario in your last comment, the 1st line should have this SO Back Ordered allocation but other lines should be SO Booked

Userlevel 5
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Corresponding screenshots for SO entered according to this commets are attached

Thank you very much for the feedback!

An issue we have with comparing the Quantity, Qty on Shipments, and Open Qty fields is if an order has multiple lines and none of them are shipped - one line may be Back Order without available On Hand to fill the order, but other lines may have available On Hand but not yet shipped.

 

@mvolshteyn thank you for your reply! We are working with the package “Sales Order Details by Inventory Item report” (on the Sales Orders workspace > Reports menu). I’m looking at joining in the SoLineSplit and/or INItemPlan tables if that makes sense per the information you provided, and what would be the identification of the Back Order record. Thank you!

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