You can cancel, suspend, or force the claiming for a PO line. (For example, you will want to cancel or suspend claims for titles that have not been published or titles whose delay the vendor has reported to you.) You may also need to force a claim. Forcing a claim lets you generate a claim for an item regardless of the claim settings on the vendor record. (However, be aware that you cannot force a claim if there are no claim settings defined on the vendor record, or if the Maximum Claims field is set to 0.)
You cancel, suspend, or force a claim by recording a back order for the item (even if the item was not actually placed on back order). The back order feature lets you enter a new claim date. This date overrides the next claim date defined by the claim cycle on the vendor record and—depending on what you enter—cancels, suspends, or forces the claiming.
Here are explanations for the options:
• | Cancel. To cancel the claiming for a PO line, leave the Next Claim Date field empty. This cancels all claiming on the item. |
• | Suspend. To suspend (or delay) the claiming for a PO line, enter a date that is later than the next claim date defined by the claim cycle settings on the vendor record. |
• | Force. To force a claim for a PO line, enter a date that is earlier than the next claim date defined by the claim cycle settings, if any. (For example, you might enter today’s date if you want to generate a claim today.) Then run the Day End process for generating claims. You can run this process without running Day End itself. (For instructions, see Running the Day End Process for Generating Claims.) |
You record a back order by highlighting a line and choosing Back Order from the PO Line menu.
This section explains these topics:
• | Displaying the next claim date for a PO line |
• | Canceling claims |
• | Suspending claims |
• | Forcing claims |
• | Undoing the canceling, suspending or forcing of claiming |
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