There are four Order Shipping Options in The Business Edge. These Options determine how Orders and Backorders are handled in The Business Edge. The Order Shipping Option can be found on the first screen towards the bottom in Enter & Edit Customers, Shipping & Backorder Options. The Order will pick up the default from the Customer and can be over-ridden on an Order by Order basis on the Heading Screen.
Below is where you can set your default Order Shipping Options in the Customer Master file.
Accounts Receivable System
A/R File Maintenance
Enter & Edit Customers
The Order Shipping Options has logic and is used for restricting users from printing Packing Lists that do not meet the Order requirements.
The Shipping and Backorder Options are explained below.
Partial Shipments as Available:
Ship all that you have available and put all remaining balances on Backorder. This is the most common Shipping Option and will allow the most flexibility in shipping what you have available. You have complete control over the backordered quantities.
Ship Complete Lines, Backorder Other Lines:
Ship only lines that are allocated in full. If there are any lines with partial shipments you will see the Message below. The system will not allow printing of a Packing List with partially allocated lines.
Consider Complete – Ship Available:
Ship what you have available and call the Order complete. No Backorders will be created. Once the Order is turned into an invoice any unpacked or partially packed lines are considered complete and no backorder will be created.
One Shipment When all Lines Complete:
The entire Order needs to be allocated before a Packing list can be printed. This is often used when the Customer does not want multiple freight charges. This option will not allow the output of a Packing list until all of the lines on the Order are completely allocated. If the Packing List needs to be printed the Order Shipping Option must be changed on the Order.
When a particular Order needs to be processed differently from the default in the Customer Master File, the Order Shipping Option can be changed on an Order by Order Basis in Enter & Edit Orders on the Heading screen as seen below. You may need to change it when there is an exception and you have to ship a Partial even though the Customer normally would not allow it.
Order & Quote Entry System
Enter & Edit Orders
There is also a Backorder Flag that can be used on a line by line basis to over-ride the backorder logic in the Order Shipping Option. For instance, if your Order Shipping Option for an Order is Partial Shipments as Available, you can change one or more detail lines to No for Allow Backorder. Then, after Allocating and Invoicing, the system will not put those items on a backorder. This way you do not have to rely on the User doing the Allocating to zero out a backorder on a particular line.
