Automatic Backorder Allocation

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Automatic Backorder Allocation

There are three ways to allocate backorders to customers in Micronet. The method you use depends on your internal order/allocation processes. The three methods are:

allocating backorders to individual customers through the Invoice Creation program – refer to "Enter Invoice Line - Allocations"
pre-allocating items to customer backorders when goods are received – refer to "Enter Goods Received Line - Allocations (v2.7)"
automatically allocating items to backorders as described in this topic.

When you use the Automatic Backorder Allocation program, Micronet interrogates stock availability and customer backorders and creates an allocation batch. You can then double check and/or adjust any of the allocations before releasing them as invoices or picking slips.

Select SALES | AUTO BACKORDER ALLOCATION.

Micronet displays the Automatic Backorder Allocation screen.

In the Description field, enter the batch description.

Use a meaningful description in case the batch needs to be held and recalled at a later date, e.g. "Backorders Allocated by John 12/6/16".

Press the Tab or Enter key.

Micronet displays the Automatic Backorder Allocation Header screen.

Complete the following fields:

	Field	Value
	Allow Partial Allocation	Select Yes if you want to allow partial allocations of items to customer backorders, or No if you don't. If you select Yes, Micronet will allocate items even if the customer order can't be completely fulfilled, e.g. they have 10 items on backorder but you only have 7 available to ship.
	Keep Minimum Stock	Select Yes if you want Micronet to maintain the minimum stock level on the shelf before allocating free stock to customer backorders. Select No if backorder allocations override minimum stock levels.
	Allocate to Held Customer	Select No if you only want backorders allocated to customers whose accounts are not on hold. Select Yes if you want Micronet to allocate backorders for all customers, including those with an On Hold flag.
	Look at Purchase Orders	Select Yes if you want Micronet to consider items on purchase orders that are due in from your suppliers, or No to ignore purchase orders. If you select Yes, Micronet checks the anticipated delivery dates and matches these to backorders that could potentially be delivered if those items came in on time.
	Freight	Select an option for how you want freight calculated and applied to the goods. Options are: Backorder Freight – Micronet applies the freight amount entered on the invoice or backorder Flat Freight Amount – when the batch is printed or posted, Micronet displays the Enter Freight screen, prompting you to enter a flat freight amount for the entire batch Ask for Each Invoice – when invoices are printed for the batch, Micronet displays the Enter Freight screen (as shown above), prompting you to enter a freight amount for each invoice Use Freight Table – when the batch is printed or posted, Micronet displays the Enter Freight Number screen, prompting you to enter a freight table for each invoice. You can also press Tab or Enter to select a freight table.

If required, you can limit the automatic backorder allocation to specific debtors, items, orders, backorders, delivery dates, or to a specific warehouse.
Select CREATE.

Micronet scans your item and orders files for the details of items to be purchased. When it has finished, it redisplays the Automatic Backorder Allocation screen with all items matching your criteria. The items and quantities to be ordered are displayed on your screen for your verification and so you can make any changes required.

To edit the automatic backorder allocations, double-click on an item or select an item and press the Enter key.

Micronet displays the Backorder Allocation screen. The Allocated field displays the quantity of the item automatically allocated to the customer's backorder.

You can change the Allocated quantity if required.

This is the only field you can change on this screen.

To remove the automatic backorder allocation, change the quantity to 0.

Select the Accept button.

Micronet redisplays the Automatic Backorder Allocation screen.

Repeat the previous steps until you have finished checking and editing all the automatic backorder allocations.
Select:

FILE | SAVE to save the batch for later checking and/or amendments
FILE | PRINT INVOICE to create and print invoices for the items that have been automatically allocated to backorders
FILE | SLIP to create and print picking slips for the items that have been automatically allocated to backorders.

Technical Tip

If you toggled the ALWAYS PRINT COMPILED SLIPS option off on the Automatic Backorder Allocation screen, Micronet will only print picking slips when a backorder has been fully allocated. Therefore, when a picking slip is printed, it shows that the order is ready to be shipped and invoiced.