Back Order ETA Date Report and Update - PUR 19

This option, 19 - Back Order ETA Date Report & Update, on the Purchasing menu dynamically updates back orders based on purchase order dates and optionally on your manufacturers production schedules. This program can update the back order dates and status codes on your customer back orders.

The utility Purge Unprocessed Pending lines with no allocations by Date (back order) - SYS 925 purges unprocessed back orders based on the entered date.

The back order date is the detail line ship date on the customer back order.

When this option looks to reassign back order dates, it follows these guidelines:

Only items with back orders are processed.
The new back order date is based on the ETA date of the purchase order or production schedule, if applicable, that is now expected to fill the back order.
Back orders are sorted by customer priority, and then by date. Those with the highest priority are filled first. You can choose to sort by the date the back order was entered or the ship date.
It finds the first purchase order with enough available inventory (scheduled less other back orders) to fill a back order line. Depending on your settings, you can check the purchase orders for a specific warehouse (i.e. the same warehouse where the back order is), search all the warehouses, or identify global warehouses.
If a PO has enough available qty to fill the BO, then the ETA and status of that purchase order are applied to the back order, and the available qty for that PO is decreased by the qty on the BO.
If no purchase orders with enough available are found, the program checks for any Production Schedule files, and goes through the same process.
The Default is to date Back Orders to 2/22/22 if there are no POs or Production Schedules that can fill them. However, the option When no PO available for BO item, update the BO line ETA date to 2/22/22 option on System Wide Setting - Options for Automatic Back Order Date Changes gives you control over the date entered for back orders that do not have a PO in the system to fill them. For more information on this functionality, click here.
Back orders with PO status of B, D, F, and K are updated.

Direct Shipments and Special Orders (with lot#s S001-S999) are omitted from this report, and are not updated.

You may set this report and update to run automatically as part of Night Jobs.

1. On the Purchasing menu, select option 19 - Back Order ETA Date List & Update.

2. The screen that appears lets you enter parameters for the report. The default values come from the Options for Automatic Back Order Date Changes.

The settings on this screen are described in the following table.

Setting	Description
Enter a Company# Enter a Warehouse Enter a Mfgr Code Enter an Item#	Use the first four fields to narrow the report to a specific company, warehouse, manufacturer, or item number.
Sort Customer Back Orders by __ Order Date or by __ Ship Date	Determines the order that the back orders appear on the Back Order ETA Report. However, the first sorting priority is the Customer Priority.
Enter Global Warehouses:	Purchase orders for these warehouses can be used to fill back orders for any other warehouse. For example, you can enter the code for a warehouse that acts as a distribution center. ***** is a valid entry. This allows for a global warehouse option for back order reports. The *** setting is only valid in the 1st Global Warehouse field and if put in will clear out any global warehouses put in the other 2 fields. When the report is generated, it is not limited to a Global Warehouse and pulls in all warehouses and All Selected** displays on the report.
Assign Priority to Customers by Type & ABC Code	Use this section to determine which customers get their back orders filled first. The Customer type and ABC code rating work together to ensure your best customers automatically receive preference when filling back orders. To ensure your best customers get their back orders filled first, give them a high priority by assigning a low priority sequence number. The lower the number, the higher the priority. Customer Types are two-character codes that represent the type of business or service a customer is involve in. For example, CO could stand for contractor or HC for home center. A customer type code is assigned to each customer in the Customer Type field of the Billto File. ABC codes enable you to categorize and rate customers and items. For example, you might designate your most important customers with an ABC code of A. ABC codes are created using the ABC Code File (FIL 34) and are assigned to customers via the Billto File (FIL 1).
Access Production Schedule Files?	This setting is for companies that have a manufacturing plant, or can receive production schedules from a supplier. Activating this setting directs the system to check these production schedules (via a file entitled PSCHEDULE), to see if a production date can be found for a back ordered item, and if no PO is found first, that production schedule date is used as the back order ETA date.
Status Code to use when BO is updated based on Production Schedule	If you use manufacturer or supplier production schedules to update your back order ship dates, you can automatically assigned the status code entered here to the back order detail lines. Since several of the available order status codes are user defined you can create a status code that means back order date is based on production schedule. Some of the user defined order status codes are @, $, %, G, M, N, W, Y, Z. Note: Unlike system-defined order status codes, user-defined status codes have no implicit meanings within any system programs. For example, whereas the system recognizes that status codes X, A, and S are used within the picking and shipping activities, the system does not attempt to assign meaning to the user-defined codes.
Update Date & Status of Back Orders?	When this field is activated, the detail lines on the back order are changed to reflect any new dates procured from purchase orders or production schedules. The status of the detail line is also updated to the entry made in the setting above.
When no PO available for BO item, update the BO line ETA date to 2/22/22	Back Ordered lines are dated 2/22/22 if there are no POs or Production Schedules that can fill them.