Sale Backorder Details Report

This report shows all authorised sale orders containing backordered items that have not yet been shipped to the customer. Use this report to see which customers and sales orders are waiting on backordered products, the backordered quantity and the date. This report does not show product availability in your inventory.


NOTE: As soon as a sale with a product is backordered and the quantity on backorder is recorded, the product will appear on the Sales Backorder Details report until it is picked in the sale, regardless of current stock level. Current stock level is not used when showing data in this report.


Prerequisite


Table of Contents


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets the layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 



Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 


Fields

Order #

Sale Order Number identifying the sale

Customer

Customer name

Sales Representative

Company sales representative responsible for the sale

SKU

Product SKU
ProductThe name of the product
Ship ByRequired by date from the sale document header
Date
Date of the sales order
LocationLocation from which the sale will be dispatched
CategoryProduct category
BrandProduct brand
Product TagsComma-separated product tags
FamilyProduct family name
Customer TagsComma-separated customer tags
UnitProduct's unit of measure
Customer Additional Attribute 1-10
Values of customer additional attributes
Product Additional Attribute 1-10
Values of product additional attributes
Data Headers
Quantity Ordered Total
The total quantity of the SKU ordered per sale order



NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 


FAQs

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Hi there, on what criterion you put orders to Sales Backorder Report?

Sales Backorder Details Report shows all authorized sale orders with not yet shipped backordered lines, whereas, Product Availability Report would only reflect the availability status of inventory items.


I have run The Sale Backorder Details Report but there are some products missing on it. What is the reason for it please? 

Items which have sufficient quantity to fulfill the order will not be included in the Sales Backorder Details Report. It shows all authorised sale orders with not yet shipped backordered lines.


This can often happen if you choose All Locations when backordering. If you have stocks or on order quantities in other locations then they will not show in reorder backorder as the system is checking on all available quantities + On Order quantities on all locations. Try reordering for a specific location to limit stock quantity checking that that location only. 


It is also possible that the products have been ordered already. They will no longer show on the Sale Backorder details report. It will register in the On Order value when checking Product Availability. 


On the sales backorder details report, I'm finding that some products are coming up that aren't backordered. The allocated number is less than the on hand/available number, so it's my opinion it shouldn't appear on the backorder list.

It might have at the time the order was created there is no enogh stock level. And please keep in mind that as soon as sale with this product is backordered and quantity on backorder is recorded, it will appear in report until it is picked in sale, regardless of current stock level. Current stock level is not used when showing data in this report.


We have several orders where the customers no longer require their backorder. Please advise the steps that should be taken to remove these so that they don't appear on this report.

There are two ways to remove backordered items from the reports, first is to undo the sale order and remove the backordered items from the order screen and second is to convert the sale to Advanced Sale then mark the order as fulfilled. Marking the sale order as fulfilled will ultimately remove the product from the backorder and pending sale reports. 


To convert a simple sale to advanced, open the sale order and click Convert button.



On the advanced sale screen click the small dropdown arrow then hit Mark as Fulfilled.



Can you please advise how to run the sales backorder details report adding extra information (customer purchase order number)?

It is not possible to add the customer reference or customer attribute to the Sale Backorder Details report, however, you may find the Find Sale Backorder by Purchase Order report helpful.



Still no answer to your question? Please do not hesitate to get in touch with DEAR support.

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