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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Handling Back Orders i...
Finance | Project Operations, Human Resources, ...
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Handling Back Orders in GP

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Posted on by Yash.V 210

Hi All,

We are trying to transfer a back order to Sales order. And we have 2 questions on this.

  1. The required quantity is now available in inventory. Also we ensured the 'qty to order' field is populated with required quantity. But then while we are transferring, it shows 0 Errors and 0 documents transferred successfully. We have ensured to update the required setup to transfer back order to order. Also I've referred the below thread, but it wasn't much helpful. Any assistance would be highly appreciated.             https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/272508/back-order-in-sales/777939 
  2. If the quantity is not available for the items in back order, how can we create a PO for this? Should this be handled in any different manner or the usual process?

Please advise on this. 

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Handling Back Orders in GP

    In Tools->Setup->Sales->Sales Order Processing under Back Order document type do you allow transfer to Order for you doc type?

    This will guide you through the SOP to POP process.

    www.ktlsolutions.com/.../

  • Yash.V Profile Picture
    Yash.V 210 on at
    RE: Handling Back Orders in GP

    Hi Richard,

    Thanks for your prompt update.

    1) Yes, a back order created, after the override shortage option was prompted.

    And while we are trying to transfer this to order, in the preview we could see the required quantity in the 'qty to order' field.

    2)Yes, in the item card, 'Allow Back order' is enabled. So will a PO be created? How to create the PO for these items?

    Can you please advice on this.?

    Is it ok to convert this to order even if inventory is not available?

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Handling Back Orders in GP

    1)I assume you have a back order document and not simply an item on an order that is back ordered. When you click the Transfer button, you click the transfer to order button and then Override Shortage option. Do you get prompted to override the shortage? When you click the preview button does it confirm you want to go from back order to order?

    2) Make sure the option to allow back orders is set for the item on the item card.

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