Overview

The process manages situations when the goods are not actually available at the date close to the delivery to the customer. It may happen in cases of unplanned change in the supply schedule, damaging in warehouse, and other.

By reviewing reserved goods, you figure out if the necessary quantity of goods could be released as available in stock and be reserved later from future supply. The backorder process deals with sales, production, R&M, and transfer orders that are currently holding these goods reserved.

The shortage situation is followed by alignment and adjustment of reservation and reallocation of goods quantities.

Order managers, warehouse stockkeepers, and other interested parties must be involved in the process and kept informed.

Execute backorder processing flowchart

Paths

Paths

How to evaluate available goods in stock to address problem

1. Go to Warehouse and delivery and click Order supply forecast under Demand fulfillment.

2. Find the order and item with a difficult supply situation.

3. Go to Warehouse and delivery → Warehouse reports and generate the Stock availability report.

4. Find the item and run the report.

5. Find the quantity in the Now - In reserve column and the Expected - In reserve column.

6. Double-click the quantity, click Drill down and select Shipment order.

7. Analyze the list of orders reserved for this stock of the item.

8. Prepare the list of options for addressing the supply problem for further consideration and prioritize them.

Paths

How to reallocate reserved stock

Engage reserved stock

1. Open the Order holding the stock reserved and go to the Goods tab.

2. Select the item and divide the line to separate the quantity for reallocation.

3. Choose a supply method other than Reserved under the reallocation decision.

Engage assigned stock (variant 1)

1. Go to Warehouse and delivery and click Inventory assignment adjustment under Demand fulfillment.

2. Create a new one.

3. Choose the Multiple assignment removal or Assignment removal transaction.

4. Choose the Company.

5. Select the Assignment (for Assignment removal).

6. Fill the items with pegged stock automatically.

7. Change the quantity for reallocation.

Engage assigned stock (variant 2)

1. Go to Warehouse and delivery and click Inventory assignment adjustment under Demand fulfillment.

2. Create a new one.

3. Choose the Multiple assignment removal or Assignment removal transaction.

4. Choose the Company.

5. Select the Assignment (for Assignment removal).

6. Fill in the items with pegged stock automatically.

7. Change the quantity for reallocation.

8. Specify a new Assignment.

Open the Order supply forecast workplace, find the sales order, and check if the status is improved.