The Backorder Report is a report that displays a list of Sales Orders that have not been fully fulfilled or A/R Reserve Invoices that cannot be delivered due to inventory shortages. This report helps users prioritize deliveries, accelerate the purchasing or production process, and optimize inventory management. The Backorder Report menu can be accessed via: Sales – A/R > Sales Reports > Backorder.
Before displaying the report, users can set filter criteria based on the desired report content:
- Date: The transaction date to be displayed.
- Customer: Filter based on a specific customer.
- Document Number: Filter based on the Sales Order or A/R Reserve Invoice number.
- Item: Filter based on specific items that are on backorder.
- Warehouse: Display backorders based on warehouse location.
After selecting the desired criteria, users can click the ‘OK’ button, and the system will display the Backorder Report in a table format, as shown below:
This report includes several key columns that provide an overview of order fulfillment status:
- Ordered: Displays the quantity of items ordered in the Sales Order.
- Delivered: Displays the quantity of items that have been delivered to the customer.
- Backorder: Displays the quantity of items that have not yet been delivered to the customer.
Advantages of Backorder Report
This report offers several key benefits, including:
- Monitoring Order Status – Helps the sales and logistics teams track unfulfilled orders.
- Prioritizing Order Fulfillment – Assists in determining which orders should be fulfilled first based on available stock.
- Decision-Making for Purchasing or Production – If stock is insufficient, users can promptly plan for purchasing or production of the required items.
- Enhancing Customer Service – With more accurate information, companies can provide estimated delivery times to customers.
By understanding and utilizing the Backorder Report, companies can improve efficiency in order fulfillment and inventory management.
Also read:
- Backorder Qty Vs Open Order Qty
- Partial Delivery
- Customer Don’t Allow Partial Delivery
- Sales Order Document Approval Query by Overdue A/R Invoice
- How to Add Warehouse Details to Sales Order
- Custom Report – Query List of Sales Order (SO) Header and Detail
