Order Entry – Back Order Process

Revision: 3, December 14, 2007

 

How-To Intent:  These instructions will show you how to input a Back Order inside the Order Entry System.  There is no reason to print the Back Order since it is produced with the existing paper work, but if you need to, it can be accessed in the Shipping Schedule screen. 

 

 

 

 

Open the Order Entry System to begin.

 

  1. Start at the main Order Entry screen, and Revise (double click or highlight and click the Revise button) the order you wish to add a Back Order to.

 

 

 

 
  1. At the Order Screen, click on the + in front of the Releases item.
  2. Then click on the + in front of open the Activity (MS, OE, EP, etc.) you wish to add the Back order to.
  3. Double Click on the Back Order item.

 

 

 

 
  1. Once the screen is active, you can, click on Insert button to add an Order Change screen. 

 

  1. Once you have inserted the Order Change, then you can fill in any Comments that are required.

 

 

 

 
  1. If you click on the Revise button you see this screen.  It will bring up all the parts listed on the activity of the order.

 

 

 

 
  1. Enter the quantities of the items that were Back Ordered in the Back Order column.
  2. When you are complete, click on the OK button.

 

 

 

Note:  Once a Back Order is Finalized you CANNOT make any more changes or add any more parts to it!

  1. Once all information is added, then you will click on the Final button to Release the order to the builder for his electronic approval.

 

Note:  At any time you can add reason or Comments to the tabs below. 

 

 
  1. Once all information is complete, it will provide a check mark at the Finalized column.
  2. When complete, click on the OK button.

 

Note:  If required, you can use the Print button to get a copy of the Back order to email or send to the shop and Production Control.

 

 
  1. Open the Tasks item, by clicking on the item.

 

 

 
  1. At the Task Dates screen, click on the dropdown to enter the Manufacturing Process Date type.

 

 

 

 
  1. Then click on grey button on left of the Task, this will show the dates at the bottom of the screen for the task.

 

Note: If the Dates below are not active, then you many have to click on the Task above, and then click on the Manufacturing Process task to get the fields to activate.

 

 

 
  1. Click in the field, and type the date, for December 4th, 2006 you will type 12/04/06 and it will convert it.

 

  1. When complete, click OK.

 

 
  1. This can be done for all the tasks listed; you do not need to exit until complete.  If you need to add a new one, follow the same process as above.
  2. When done click the OK button.

 

 
  1. You can click the X to close if you are complete with the order, or perform another task.