(Pick/Pack/Ship and Customer Order Management users only)
When receiving a purchase order (that does not allow vendor backordering) or a transfer that is linked to a sales order, and a line item being received against on the sales order has 1) a picked status (PPS only) or 2) the quantity received is less than the quantity requested, the system will automatically insert an additional 2nd or 3rd line item on the sales order. This allows you to re-source remaining backorder quantities after insufficient PO/transfer receipts, and easily distinguish between "picked" and "on order" items (PPS only). Below are some scenarios that would cause additional lines to be inserted into the PO or transfer.
A quantity of 5 of an item is placed on an order. The quantity available is 3, quantity of 2 is sourced to a purchase order or transfer. The sales order is released to pick the 3 available. On the Sales Order, this line item will show 3 picked, 2 backordered. When the backordered quantity of 2 is received and finalized from a PO or transfer, the system will zero out the backorder quantity from the picked line item and insert a second line on the sales order for the received quantity of 2 – on order status (this line item would now be ready to release for picking). The system updates the PO data grid columns or Transfer data grid columns for this line item.
A quantity of 15 of an item is placed on an order. The quantity available is 5, quantity 10 are sourced to a purchase order or transfer. The sales order is not released. The purchase order or transfer is received but only has a quantity of 8 instead of the 10 requested. The Backorder flag on the PO header is N (this would not apply to a transfer), and the PO or transfer is finalized/completed. On the sales order, the system will add 8 received to the quantity of 5 for a total quantity of 13. The PO or Transfer grid columns will be updated for this line 1. The system then adds a second line for the remaining quantity of 2, setting the quantity field to 0 and the backorder field to 2. The PO or Transfer grid columns will be cleared out on this line item to allow for the ability to re-source the remaining quantity.
A quantity of 15 of an item is placed on an order. The quantity available is 5, quantity 10 are sourced to a purchase order. The Order is released for picking. The Sourced purchase order is received, but only has a quantity of 8 instead of the 10 requested. The Backorder flag on the purchase order header is Yes. The PO receipt is finalized, and becomes a partially received purchase order, as it normally would. On the sales order, provided the line item is not in a "picked/shipped" status, the backordered quantity changes to 2 while the quantity is updated to 13. In the event the sales order line item had a picked/shipped status upon receipt of the purchase order, the system would leave the picked quantity of 5 and set the backorder to 2 linked to the partially received purchase order. The system then adds a second line with a quantity of 8 (and backorder quantity of 0) which remains linked to the partially received purchase order and is now ready to release for picking.
A quantity of 15 of an item is placed on an order. The quantity available is 5, quantity 10 are sourced to a purchase order or transfer. The order is released for picking. The purchase order or transfer has a quantity of 8 instead of the 10 requested. The Backorder flag on the purchase order header reads NO (this flag is not applicable to transfers). The PO or transfer is finalized / completed. On the sales order, on the line item with the "picked" status, the backordered quantity changes to 0, and the order quantity of 5 is left as picked. The system then adds a second line item with a quantity of 8 (and backordered quantity of 0). The system then adds a third line item with a quantity of 0 (and backorder of 2) for the remaining quantity which can be re-sourced to another purchased order or transfer.