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.

  1. Go to the Shipments (SO302000) window.
  2. 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.
  3. Create and receive the purchase order that makes it possible to complete the sales order.
  4. Go to the Process orders (SO501000) window. You can now create a shipment for the back-ordered item on the sales order.