IN THIS ARTICLE
- Entity filters: Overview
- Text Guide:
- Navigate to the Backorder page
- Filter using Entity field
- Filter using Entity tags
Entity filters: Overview
There are two ways to filter demand listings by entities on the Backorder page:
- Entity: This field provides a list of the demand filtered by a specific entity
- Entity Tag: This drop-down index provides a list of the demand filtered by entities belonging to the selected group
TEXT GUIDE
Navigate to the Backorder page
- Click on the Orders tab in the main menu
- Select Demand sub-tab from the drop-down list
- Click on the Backorder tab on the sub menu
- View a list of all backorder demands across entities. By default, the sales order demand view will be displayed
Filter using Entity field
- Enter the first few alphabet(s) of the entity
- Select an entity from the list that appears
3. Click on Sales order or Purchase Order tab to toggle to the required view, and view the list of demand created by selected entity in a tabular format with these details:
a. Sl. No: demand against that material are listed in chronological order with the latest one on top
b. Material: material that has been ordered by the customer. Click on the material to view details of the material
c. Ordered: quantity of material ordered against each sales/purchase order
d. Allocated: quantity of stock allocated for orders
e. Shipped: quantity of material shipped out
f. Yet to ship: remaining quantity of material to be shipped out in order to fulfil the order
g. Stock on hand: total quantity of stock available at the entity
h. Available stock: stock available for use (Stock on hand - Allocated stock)
i. In-transit stock: stock that is on its way from the vendor, but has not yet reached the facility
j. Actions: option to clear allocated stock, thus making it available for use
4. Click on a demand row (not on the material name) to view list of orders creating the demand for the material. The following information are displayed:
a. Sl. No: orders against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Order ID: unique number to track each order
d. Ordered: quantity of material ordered
e. Allocated: quantity allocated for the requested material
f. Yet to allocate: quantity yet to be allocated for the ordered material
g. Shipped: quantity of material shipped out
h. Yet to ship: remaining quantity of material to be shipped out
i. Status: status of the order
j. Stock on hand: quantity of stock available at the vendor entity, below this number are the minimum and maximum stock quantities.This column is colored based on stock situation:
No color: normal stock
Red: stock-out
Yellow: < min
Blue: > max
k. Actions: option to clear allocated stock, thus making it available for use
5. Click on the X to collapse the table, or click on the row again to collapse it
NOTE: Backorders can be filtered additionally as follows using one or more of the following filters:
Material tags: select a material tag to view all demand of ONLY materials that fall under that category
Exclude transfer demand: exclude sales orders that are part of a transfer order
Entity and Material are EXCLUSIVE filters, and cannot be used together
Filter using Entity Tags
- Click on Entity Tags
- Select a tag, the default is ALL
3. Click on Sales order or Purchase order tab to toggle to the required view. View list of demands created by entities belonging to the selected group. The following details will be displayed
a. Sl. No: demand against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Material: material that has been ordered by the customer. Click on the material to view details of the material
d. Ordered: quantity of material ordered against each sales/purchase order
e. Allocated: quantity of stock allocated for orders
f. Shipped: quantity of material shipped out
g. Yet to ship: remaining quantity of material to be shipped out in order to fulfil the order
h. Stock on hand: total quantity of stock available at the entity
i. Available stock: stock available for use (Stock on hand - Allocated stock)
j. In-transit stock: stock that is on its way from the vendor, but has not yet reached the facility
k. Actions: option to clear allocated stock, thus making it available for use
4. Click on a demand row (not on the vendor name or material name) to view list of orders creating the demand for the material. The following information are displayed:
a. Sl. No: orders against that material are listed in chronological order with the latest one on top
b. Customer/Vendor: the entity who placed the order/ fulfilling the order (based on sales order view or purchase order view)
c. Order ID: unique number to track each order
d. Ordered: quantity of material ordered
e. Allocated: quantity allocated for the requested material
f. Yet to allocate: quantity yet to be allocated for the ordered material
g. Shipped: quantity of material shipped out
h. Yet to ship: remaining quantity of material to be shipped out
i. Status: status of the order - confirmed, pending, fulfilled, backordered, shipped
j. Stock on hand: quantity of stock available at the vendor entity, below this number are the minimum and maximum stock quantities.This column is colored based on stock situation:
No color: normal stock
Red: stock-out
Yellow: < min
Blue: > max
k. Actions: option to clear allocated stock, thus making it available for use
5. Click on the X to collapse the table, or click on the row again to collapse it
