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Mastering Back Order Reporting in Dynamics 365 Business Central

Jun Wang Profile Picture Jun Wang 8,152 Super User 2025 Season 2

Back orders can be a double-edged sword for businesses—while they represent ongoing customer demand, they also indicate a shortfall in inventory that needs to be addressed promptly. Effective back order management is crucial in maintaining customer satisfaction and optimizing inventory levels. Dynamics 365 Business Central (BC) provides robust tools for monitoring and managing back orders, which we will delve into in this blog.

What is a Sales Back Order?

A back order is an order that cannot be fulfilled at the current time due to insufficient stock. It's a promise to deliver the product at a later date. For many businesses, back orders are a reality that must be managed carefully to keep customer trust and avoid excessive stockouts.

The Importance of Back Order Reports in BC

Back order reports in BC give you insight into items that are on back order, allowing you to prioritize restocking and communicate effectively with customers. Here’s why they are indispensable:

1. Customer Service Excellence

With detailed back order reports, you can provide accurate estimates to customers on delivery times, which enhances transparency and trust.

2. Inventory Optimization

Back order reports help identify trends in product demand, allowing you to adjust procurement accordingly and avoid future stockouts.

3. Financial Planning

Understanding your back orders is crucial for cash flow management, as it impacts both current revenue and future procurement costs.

Generating Back Order Reports in BC

Business Central simplifies the process of generating back order reports through its 'Inventory - Sales Back Orders' report. Here’s how you can leverage it:

  1. Access the Report: Navigate to the 'Sales & Marketing' module, then 'Order Processing', and select the 'Sales Back Orders' report.
  2. Set Filters and Options: Apply filters such as date ranges, customer groups, or specific items to tailor the report to your needs.
  3. Analyze the Data: The report will list all sales lines that have not been fully shipped, along with expected shipment dates, allowing you to take action.

 

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