Upon creation of invoice include back ordered items

When utilizing the "Upon creation of Invoice, include back ordered items" option, the following two features are in place to help manage the paperwork.
  • Sales Order awareness of Back Order Quantities
  • Invoice awareness of Back Orders Quantities
 
Workstation Invoice and Sales Orders require the related Back Order forms to be in place for this feature to be fully implemented.
The additional forms are created within System > Form and Label Editor.
The resulting forms are assigned within Workstation Settings > Workstation Setup > Printing > Selected Form and Workstation Settings > Workstation Setup > Options > Sales Orders Form.
 

Sales Order awareness of Back Order Quantities

Example of a partial shipment of a Sales Order and the resulting invoice that shows all items contained within the sales order and the current back order quantities.
 
  • Within SO > Modify Sales Order or SO > Ship Order, the system will present the "Select for Shipping" and "Enter Qty to Select".
  • Enter the Quantity to Ship for the selected line then select Accept.
    Upon creation of invoice include back ordered items
1. Enter the Quantity to Ship for the selected line then select Accept
Select Invoice to complete the shipping process which creates the related invoice for the shipped items.
3.

Select Invoice to complete the process of creating the invoice.

Upon creation of invoice include back ordered items
 

Documents Created and Updated

Documents created and updated after the above items were shipped (invoiced) to the customer
 

Original Customer Sales Order 291-E

Below is the original sales order with no shipping activity
 
Upon creation of invoice include back ordered items
1

Order quantities
of indicated items

2

Current back order status
of the item at the time of printing

At the time of this printing, the sales order had not shipping / invoicing activity.
 

Original Customer Sales Order 291-G

The reprint of the above sales order after shipping of items has occurred.
  • Items that have a complete shipment thus no back orders are marked up with a line to quickly discern the status of the line item.
  • Items with a partial shipment have the Order Qty and BO Qty boxed for quick discernment.
 
Upon creation of invoice include back ordered items
1

Items marked out
indicate complete shipment

1. Items marked out indicate complete shipment
2

Items with partial shipments
show the BO Qty

2. Items with partial shipments show the BO Qty
The Back Order Quantity is presented within the report.  Additional markup has been applied to the form to quickly locate partial shipments.
 

Invoice awareness of Back Orders Quantities

Option Unchecked - Upon creation of invoice include back ordered items

If the Upon creation of invoice include back ordered items option is not checked, the resulting invoice will not show all back ordered items on the resulting invoice as seen in the example below.
 
Resulting Invoice with option unchecked
The resulting invoice does not show all the back ordered product, just the shipping activity is presented.
Upon creation of invoice include back ordered items
1

Only the shipped / invoiced items
appear within the resulting invoice

Option Checked - Upon creation of invoice include back ordered items

If the Upon creation of invoice include back ordered items option is checked, the resulting invoice will show all sales order items and the back ordered status on the invoice.
Resulting Invoice with option checked

Upon creation of invoice include back ordered items

1

All items from the original sales order
appear within the resulting invoice