(ID# 1431) This AOE (Advanced Order Entry) option in Options Configuration is designed to make the order processing clerk aware that an item they've selected for partial invoicing (because paperwork indicates the item has been received and is being shipped) will not be fully invoiced because all or part of the order quantity is backordered. If you want the system to warn the POS clerk if they are partially invoicing an item which has a backorder quantity, then set this option either to Y “Warn and default to invoicing the line item's order quantity but not the backordered quantity,” or to X “Warn and default to invoicing the line item's entire order and backordered quantity.” When warned, the clerk can select to invoice only the quantity on order, to invoice both the quantity and the backorder quantity, or to not invoice the line item at all. Note: This option is incompatible with Pick/Pack/Ship (option 74).
Epicor recommends setting this option to Y as it makes the clerk aware that an item being shipped to a customer may not get invoiced for the full amount as it is still on backorder, or that perhaps they have selected the wrong line. If the clerk selects to invoice the backordered quantity, it is still very important that the outstanding Purchase Order be finalized for proper updating of GL, Inventory, and Accounts Payable.
Warning: Selecting to invoice a backordered quantity rather than receiving the quantity first through the RRP-F exposes you to these potential issues which may or may not be applicable to your situation:
You may find you have outstanding open POs where the merchandise was physically received, but the PO was never finalized.
You may encounter salesperson commissions that are incorrect due to QuickRecall having a cost that doesn’t reflect an updated cost on special order items from receiving.
If stocked items are allowed to be special ordered, then stocked items may show up on a Negative QOH report or alert before the purchase order is finalized.