Vision offers you the ability to specify whether a warehouse prohibits backorders. If a warehouse prohibits backorders, your customer service reps can take advantage of line item sourcing on the Customer Service tab. Line item sourcing enables you to:
Instantly check the current availability of the product in different warehouses without ever having to make a phone call: this information is conveniently shown in Vision.
View a list of the expected replenishment purchase orders for the product indicated in the line item; also view their expected date of arrival in each warehouse, as well as the quantity ordered.
Source all or part of the line item from one or more warehouses by creating one-step transfer orders. Inventory is committed when you accept the Source Line dialog box, even if the order is on credit hold or operator hold.
Source all or part of the line item from one or more outside vendors (not wholesalers) by creating an immediate, active purchase order.
The Warehouse maintenance on the System Configuration screen of the Vision Configuration tab is where you specify whether a warehouse prohibits backorders. For more information on line item sourcing, refer to Overview of line item sourcing.
Note: To access the Warehouse maintenance, you must have the proper security privileges. The File Maintenance Warehouse job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click the Warehouse folder to expand its contents.
Click the folder for the warehouse you would like to modify.
Click the Order Processing folder. The Order Processing screen appears.
If you would like to prohibit backorders in this warehouse, select the Prohibit Backorders check box.
If the warehouse should allow backorders, clear the Prohibit Backorders check box.
Click the Accept button to save your changes.