These options are on the Open Order/Pick Tickets Report (ROO), and are for Pick/Pack/Ship users only (option 74 is set to Yes). Use these options to allocate additional quantity on hand (QOH) to un-sourced backordered items on Orders. The increase in QOH that is available for allocation can originate from returns at POS, from a physical inventory adjustment (i.e. seedlings have grown into mature plants), or from receiving where the quantity received isn’t reserved for a specific customer order and you have decided not to use RRP Option P (where receipts are applied to un-sourced backorders from oldest to newest based on date created).
D - Fill backorders by SKU/Delivery Date allocating additional QOH. The system allocates any available QOH of an item to orders where there is a backorder quantity for it. It allocates in delivery date order – oldest to newest. If you use Backorder option F (see below), then the system only allocates available QOH to that item’s backorder quantity if it can be fully filled.
F - Full shipment of item required. If this option is not selected, partial shipment is allowed (this option is only relevant when option D is also selected).
Available QOH is determined by taking the current QOH from Inventory Maintenance and subtracting any quantity with status of Picked, Shipped, or On Order (ready to be released) on customer orders (ignoring voided lines, and credits). This available QOH is applied to the item on any orders where there is a backorder quantity for it, as long as that backorder quantity isn’t already sourced to be received on a PO or a Transfer.
If the system is allocating to a backordered line item, where that line also has a order quantity with a status of Picked, Shipped, or On Order, then the system creates a second line for that backordered quantity that is being moved to On Order.