Some customers may not accept backorders. (The Accepts Backorders check box on the Preferences screen of the Customer Maintenance tab is not selected for those customers.) However, a line item error develops if those customers order non-stock products or special products that are automatically placed on backorder.
An Error image (
) is displayed in the listing at the bottom of the Current Order screen on the Customer Service tab whenever an error exists for the line item because the product is backordered but the customer does not accept backorders. The Current Order screen allows you to override the customer's setting for preventing backorders if the customer would like to order a standard non-stock or special product.
Note: If an error exists for a line item, you will not be able to accept the order until you first resolve the error.
There are two types of non-stock products and one type of special product:
Auto-ship non-stock products are non-stock products that you do not store in your warehouse and are set up with an automatic-ship vendor; the Auto Ship field on screen 2 of Vendor Master Maintenance in Vision Back Office is set to Y for automatic-ship vendors. If you have a vendor contract that specifies that their products are shipped to you within hours, you might classify the vendor as an automatic-ship vendor.
If you enter a line item for an auto-ship non-stock product on the Current Order screen of the Customer Service tab, the line item does not go on backorder, even though you do not have the product in stock.
Auto-ship non-stock products are included on picket tickets along with stock products. The system does not wait for the vendor to acknowledge what can and cannot be shipped. Instead, the system assumes any products ordered from auto-ship vendor are shipped.
"Standard" non-stock products are products that you do not store in your warehouse and are not classified with auto-ship vendors. When you receive an order from a customer for a non-stock product, you purchase it from a vendor.
Non-stock products that are not classified with auto-ship vendors are always backordered when you enter line items for them on the Current Order screen of the Customer Service.
Special products are products that are not in inventory but are available through a special vendor. Special products are automatically backordered.
If an Error image () is displayed in the listing at the bottom of the Current Order screen because the product is backordered but the customer does not accept backorders, you have two options:
To override the customer's backorder setting, right-click the line item in the Current Order listing at the bottom of the screen and select Override No Backorders Allowed on the shortcut menu. Click the Accept Line button to accept the line item.
To remove the line item from the order if the customer does not want it, select the line item in the Current Order listing at the bottom of the screen. Then click the Remove Line button.