Open Order Backorder Report provides a list of all open orders with backorders defined by the user.  There are three (3) different possible definitions provided by the system.  It is important that the correct definition be used in order to retrieve the correct report.

Report Setup

Program ID.  The report will print for only one program at a time.  Enter the program ID to print.  If the program ID is not known, enter "?" to display the Program ID window.  Select the program ID desired by entering the sequence number to the left of the program ID.

Ending Ship Date.  Enter the latest ship date to print on the report.

Valid Order Type Codes.  The report may be set to print for all order type codes, a group of order type codes up to ten (10), or for a single order type code.  Enter the order type code(s) that are to print on the report.  If all order type codes are to print, press Spacebar.

Print All Items on Order.  The report may be set to print all items on the order or only the lines that are backordered.  If all items on the order are to print, enter "Y".  If only the backordered lines are to print, enter "N".

Double-Space Report.  The report may be set to insert a double space in between orders.  For a long report, it may be easier on the eyes to have the report double-spaced.  To double-space the report, enter "Y".  If no double spacing is needed, enter "N".

Include Order Notes.  The report may be set to insert the first three lines from the order note pad.  If the order note pad is to be included on the report, enter "Y".  If the order not pad is not to be included, enter "N".

Define Backorder.  This prompt is the most important prompt on this screen.  In order for the report to print the information required, the backorders in the system must be defined.  The system allows for three different definitions of backorder.

N = Partially Shipped Items.  Partially shipped items are items that have had some of the items shipped to the customer.  If the order quantity was for 10 and 5 have been shipped, the line item would show on the report.  If the order quantity was for 10 and no shipping has been recorded on the order, this line item would not show on the order.

Y = All Open Line Items.  There are four scenarios possible with this option.  Three of the scenarios will make the line item appear on the report, one will not.  For the line items to appear on the report:

The line item has not been shipped or billed at all

The line item has been shipped complete but not billed complete

The line item has been partially shipped and has not been billed complete

If the line item has been shipped complete and billed complete, this line item will not appear on the report.

O = All Open Line Items on Partially Fulfilled Orders.  If only the open line item on partially fulfilled orders are to print, use this option.  Open line items on partially fulfilled orders means that if no shipping has been recorded on an order, that order's line items will not appear on the report. 

It is extremely important that the definition of the backorder be reasoned thoroughly.  Be sure that the report will print was it is that is needed for the report to be effective in your day-to-day business.  It may be necessary to print an example of each of the options available in order to ascertain which of the reports is right for you.  Think about how each of the options defines backorders.  IMPORTANT: This definition may be filtered by the response to "Print all items on the order".  If N = Only if Backordered was selected, the definition entered in this field could be modified and the previous response taken into consideration.

Mode.  D=Detail or S=Summary.  The report may be printed for detailed information or only for summary reporting.  If detailed information is required and all defined backorders on an order are to print, enter "D".  If "S" is entered for a summary report, only the first backorder on the order will appear on the report.

The report will print the following information:

Order Number.  Order that contains the backordered item as defined above

Customer Number and Name.

Booked Date.  Date that the order was entered into the system

Ship Date.  Customer ship date

Last Date.  The last date that shipping was recorded on the order

Item Number and Description.

Order Quantity.

Shipped Quantity.

B/O Quantity.  Quantity backordered

NI.  Not invoiced.  If the order has not been billed to the customer, an asterisk will print in this column

WC.  The WIP code attached to the order at the time of printing