At release to warehouse:
IF backorders allowed, move any sales lines not immediately filled to a backordered status to be released when product is available for reservation.
IF backorders are not allowed, move any line not reserved to a cancelled status.
Comments
We have a scenario where we would be requiring this too.Scenario:Sales Order is created for 100pcs of a SKU.Ship & Invoice for 75pcs, leaving 25pcs on backorder.Customer cancels the backorder - Change Order Qty to 75pcs so nothing is outstanding.Sales Order still shows up in the active Sales Order list, despite all lines being completed (Ship & Invoice quantities match Order Quantities).This should be a standard feature than fulfilled sales orders should be removed from the active list
Category: Sales and marketing
I raised this issue back in 2019 and to date this feature has still not been improved. Customers order goods and need a way to cancel or keep the orders that have not been fulfilled.Please create a power automate flow that sends a message to the customer asking if they'd like to keep this order on backorder and update when the next shipment is due. This feature should update the sales order or cancel the remaining quantity based on the customers setup.OrCreate a simple interface using Power Pages where an authenticated user can log in and cancel or update their own back orders.
Category: Sales and marketing
This is basic ERP functionality. MS should concentrate on the basics first and provide a comprehensive backorder management system, before going after the next shiny object like AI.
Category: Sales and marketing
This has been a requirement in so many of my projects. I would love if Microsoft could provide a similar solution as HSOs ISV for Backorder Strategies That seems to cover most scenarios that have been asked for here. https://innovation-product-documentation.azurewebsites.net/BOS.html . One of my previous customers is running this solution...
Category: Sales and marketing
Fully agree with Sven de Coninck. This functionality would be realy very useful for many customers.
Category: Sales and marketing
This is a useful feature once added and help a lot of new and existing customers.
Category: Sales and marketing
This is a definitely a wide use case across many implementations in my experience. Back order management currently is rudimentary
Category: Sales and marketing
It would be good to see a comprehensive management on customer backorders possible. A backorder policy that could be set at the customer level, inherited to sales orders + sales lines (and modifiable at those levels). The policy that the system currently supports would be to allow backorders, new policies could be "No backorders" (first delivery i.e. first packing slip posting is regarded as the one and only delivery) or "Cancel backorders when fulfillment rate reached" (when deliveries reach a certain minimum delivery rate, based on quantity or amount)...those new policies would then trigger the system to automatically cancel deliver remainder quantities at the sales line level (following the backorder policy as applied to the sales header / lines). A "logging table" (allowing to query what deliver remainder quantities were automatically cancelled, with a link to packing slip lines) would be icing on the cake.
Category: Sales and marketing