Process a back order for a sales order
When you register a sales order on an item that can not be completely shipped because of the insufficient quantity of the item, it is possible to create a back order for that item.
To be able to create a back order for the item, the option Back orders allowed has to be selected in the Shipping rule column on the sales order line.
Processing a back order
- Go to the Shipments (SO302000) window.
- Create a shipment for the sales order for the quantity that can be completed. Select Actions - Place on back order. The sales order status changes to Back order.
- Create and receive the purchase order that makes it possible to complete the sales order.
- Go to the Process orders (SO501000) window. You can now create a shipment for the back-ordered item on the sales order.