Maintaining the Backorder Creation Header

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Maintaining the Backorder Creation Header

Whenever you create a new backorder, or recall an existing one, Micronet displays the Backorder Creation Header screen where you enter the main details of the backorder.

Create a new backorder, or recall an existing one.

Refer to "Creating a New Backorder" or "Recalling a Backorder".

Alternatively, select EDIT | HEADER from the Backorder Creation screen.

Micronet displays the Backorder Creation Header screen.

Complete the following fields:

	Field	Value
	Debtors Number	Micronet displays the ID and name of the debtor you entered on the Invoice Creation screen.
	Tax Number	Micronet displays the debtor's default tax number from the Debtor master file. (For more information, refer to "File - Debtor - Debtor".)
	Order Number	If you are creating an invoice for a cash sale, enter the customer's name for the order number.
	Backorder Number
	Delivery To	Micronet displays the customer's postal address. You can select an alternative delivery address if required. Debtor delivery addresses are setup in the Debtor master file (refer to "File - Debtor - Debtor" and "File - Debtor - Delivery".)
	Freight Code	Enter a freight code for the order. You can also press spacebar then Enter to select a freight code. You must enter a freight code if you are using SmartFreight. 2.8 Feature Backorders can be included or excluded from automatic purchase orders based on the freight code selected in this field. For more information, refer to "Automatic Purchase Order Header - Selection Criteria".
	Order Type	This field is only active if delivery options have been setup on the Delivery Options screen. The options available also depend on what has been setup on that screen. Options may include: Compile One Invoice - select this option if some items on the order are out of stock and will be posted as a backorder, but the order must be compiled back into one invoice for delivery. When the backorder items are allocated, Micronet will add the allocated items to the original picking slip or, if no picking slip exists, it will create a new picking slip.

Reference

For more information on setting up delivery options on the Delivery Options dialogue, refer to "Edit Company - Edit - Delivery Options"
For information on how an order is compiled back into one invoice for picking and delivery, refer to "Sales - Allocation From Purchasing / Transfers".

	Sales Person	Micronet displays the default salesperson for this debtor. You can enter or select a different salesperson for this sale. 2.8 Feature If the salesperson you want does not appear in the list of salespeople, it is probably because they have been made inactive. For more information, refer to "File - Salesperson - Sales Person".
	Central Debtor	If this debtor has a central debtor for invoicing, Micronet displays the central debtor.
	Backorder Date	Micronet displays today's date as the backorder date. You can change this date if required.
	Warehouse	Enter or select the warehouse that the items for this backorder are to be supplied from.
	Pickup Date	Enter the date for the courier to pickup the order if required. This date will be written to the Invoice Header when the backorder is allocated (refer to "Converting Backorders to Invoices").
	Discount Matrix	Micronet displays the default discount matrix for the debtor from the Debtors master file (refer to "File - Debtor - Debtor").
	Price Group	Micronet displays the default price group for the debtor from the Debtors master file (refer to "File - Debtor - Debtor").
	Contact	Micronet displays the name of the main contact for this debtor.
	Account on Hold	Micronet displays Yes if this account has been placed on hold, or No if it has not.
	Current	Micronet displays the amount owed by this debtor for the current month.
	30 Days	Micronet displays the amount owed by this debtor for the previous month.
	60 Days	Micronet displays the amount owed by this debtor for two months prior to the current month.
	90 Days	Micronet displays the amount owed by this debtor for three months prior to the current month.
	Overdue	Micronet displays any amount owing that is overdue.
	Total Outstanding	Micronet displays the total outstanding amount for this debtor.
	Trading Terms	Micronet displays any trading terms set for this debtor.
	Credit Limit	Micronet displays any credit limit set for this debtor.
	Default Price	Micronet displays the default price break for this debtor.
	Important Information	Micronet displays any added text in the Debtors master file that is assigned to display as important information on invoices.

Optionally, you can perform any of the following edits or actions on the Backorder Creation Header screen if required:

display the customer discount matrix and the discounts applicable for the item categories - refer to "Backorder Creation Header - Edit - Discount Matrix"
display any further discount/surcharge details - refer to "Backorder Creation Header - Edit - Discount/Surcharge"
display user defined questions for the backorder header - refer to "Backorder Creation Header - Edit - User Questions"
perform a debtor inquiry - refer to "Backorder Creation Header - Edit - Inquiry"
load a previous invoice for the customer to repeat all or part of the order - refer to "Backorder Creation Header - Edit - Load Invoice".

When you have finished editing the backorder header and other details, select PROCEED or press F2.

If the debtor is set not to allow backorders, Micronet displays the following prompt.

Technical Tip

Whether or not a debtor allows backorders is set in the Allow B/O field on the Debtor master file (refer to "File - Debtor - Debtor").

If you want to allow the backorder for the debtor, select Yes. Otherwise, select No.

If you selected Yes, Micronet redisplays the Backorder Creation screen.