Recording a Back Order

A back order is an order that has been delayed because the vendor is out of the item and needs to order more copies from the publisher. If a vendor notifies you that an item has been back-ordered, you can record the back order and change the claim date for the item.

The main purpose for recording back orders is to delay or cancel claiming for the items that you place on back order. However, you might also record a back order to cancel, suspend, or force claiming for an item, even if the item was not placed on back order. (For more information, see Canceling, Suspending, or Forcing Claims.)

You perform this task by highlighting a PO line and choosing Back Order from the PO Line menu.

To record a back order

1 Open the purchase order that contains the item you need to put on back order.
2 Highlight the item in the PO window.
3 Choose PO Line, Back Order to display the Back Order window:

4 Enter the quantity that the vendor is back-ordering in the Quantity field. (The total line quantity minus received and canceled quantities appears by default.)
5 Enter a new claim date in the Next Claim Date field to account for the delay caused by the back order; otherwise, leave this field blank to cancel claiming for the item altogether.

The new claim date overrides the next date determined by the claim cycle settings on the vendor record. If you leave this field blank, Horizon will discontinue claims for the item altogether.

6 If you want, enter a note about the back order in the Internal Note field.

These notes are for internal use only. They are not printed on any correspondence you send to the vendor.

7 Click OK.

Horizon records the back order and updates the next claim date, if you change it.

 


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