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
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