How To: Create a Purchase Order to fulfil a Sales Order Back Order requirement

When a sales order is saved with items that are out of stock, a back order purchase order can be created for them from the sales order. If necessary the items can be delivered directly to the customer. You can also create a purchase order for items that are in stock, see How To: Create a Purchase Order from a Sales Order for items that are in stock.


  1. Create the sales order, see How To: Create a New Sales Order.
  2. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the sales order.
  3. Green-select the item(s) that require back ordering from the same supplier.
  4. Click on the button.
    Note: if the customer is over their credit limit or overdue, the system warns the user who can either go ahead with the back order or return to the sales order.
  5. Select the supplier from the supplier lookup.
  6. In the Confirm popup:
    • Click Yes if you wish the items to be delivered directly to the customer.
    • Click No if you wish the items to be delivered to you.
  7. The purchase order will be displayed.
  8. Repeat from step 3 to create purchase orders for the out of stock items from different suppliers.


Notes:

  1. If you wish to create purchase orders for all the items that are out of stock on more than one sales order then this can be done using the [ Back Order (Purchase Ordering) ] screen, see How To: Create a Purchase Order from the Back Order (Purchase Ordering) Screen.
  2. When a stock item is placed on backorder, it is possible to automatically create a purchase order for the back ordered item(s). This is setup in [ System Operations | Edit System Values | Sales | Backorders ] screen.
  3. When the Sales Order is saved it will be placed into Awaiting Stock and when the Purchase Order is booked in the stock is assigned to the Sales Order which is them moved into Released. There is no visible clue that the item has already been sent. How you deal with this depends on your processes, for example:

See Also


Did you find this article helpful?