Back Order Fulfillment is an enhancement to Back Orders.
Providing an item is on back order, it can be allocated to open Sales Order(s) during Purchase Order Receiving stage; in so fulfilling Sales Order Qty's on back order 1st.
Setup
Home / System Setup / Company / Sample Company / Defaults
There are 3 options to choose from when it comes to the fulfilment logic in Purchase Orders:
None: With reference to the image below, selecting None as the Back Order Fulfillment method will disable feature i.e., users wont be able to allocate Qty's to open Sales Orders from a Purchase Order.
FIFO (First In, First Out): With reference to the image below, back orders are fulfilled in first-in, first-out order when FIFO (First In, First Out) is selected as Back Order Fulfillment method i.e., Older Sales Orders will be fulfilled 1st.
Full Over Partial: With reference to the image below, orders that can be fulfilled in full will be prioritized over partially fulfilled orders when Full Over Partial is selected as Back Order Fulfillment method.
Processing / Purchase Orders
Automatic Fulfillment Applied
With Back Order Fulfilment Method set to FIFO or Full Over Partial in Company Details, the above message will automatically show in Purchase Orders after clicking on Accept Receive (Step 5) IF no in-line allocation was done (Step 4).
Step 1 | Step 2 | Step 3 | Step 4 | B/O | B/O | Step 5 |
Authorise | Mark as Sent | Receive | In-line allocation | 
| 
| Accept Receive
|
Clicking on Continue will automatically populate the below Fulfil Qty field in the Back Order Fulfilment screen:
In-line Allocation
Should user have clicked on the below green or red Back Order indicators after clicking on Receive and before clicking on Accept Receive (Step 4), then user can view and edit fulfilled Qty for all the Sales Orders linked to item. The manner/ logic by which field will be populated depends on the Back Order Fulfillment method selected in Company Details.
Review Fulfilment / Back Order Indicators
 | Back Order Qty for all Sales Orders is less or equal to Purchase Qty |
 | Back Order Qty for all Sales Orders is more than Purchase Qty |
Fulfilment Email Confirmation
Once a Sales Order is fulfilled (albeit in part or in full), user who created Sales Order will receive the following email confirmation so that action can be taken i.e., Sales Order can be invoiced.
