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Hi all,

We are looking for a resource which explains the standard NAV2017 functionality for sales back orders. Specifically we are looking for the following functionality if possible:

1. A field on the customer to indicate whether that customer will allow you to manage backorders. The rationale being that some customers manage backorders themselves and if not in stock when ordered, they will re-order those items themselves. Others will expect you to ship the items when they come back in stock
2. Customer order is created as ordered
3. On posting the order as shipped, NAV looks at the backorder customer field and decides whether to cancel the out-of-stock lines, or to keep those items on backorder
4. When a new order is created, NAV looks for items that are on backorder to see if they can be shipped

At the moment we’re not sure how much of this is standard in NAV2017 and what would need to be customised.

Any answers or resources would be a great help!

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Richard C
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As an update on this in case anyone else is interested:

The field on the Customer that indicates whether the customer will accept backorders is “Shipping Advice” and can be set to Partial or Complete. It can also be overridden on each Sales Order.

On posting the sales order as shipped, NAV looks at the inventory and decides if the items can be shipped and informs you if Items are out-of-stock. You are then able to modify the Qty to Ship as appropriate and try shipping again.

Assuming everything you have allowed to be shipped is now available, NAV looks at the Shipping Advice field and informs you if you must only ship Complete orders.

If Partial is allowed the shipment is created. When items come back into stock you can create other shipments by modifying Qty to Ship again (and invoices) until the order is complete. The order is then deleted.

If Complete orders are allowed, you must do something with the unavailable lines before you can post. Assuming the Customer cannot wait for Items to become in stock, our solution is to add lines in the “Standard Text” table for out-of-stock items and replace the order lines effectively with a comment referring to the Item number. You add these to a sales order by leaving the first Type field blank on the line entry and entering the item number. Unfortunately NAV won’t allow you to keep a quantity on these comment lines.

We do this so that we can track how many orders had Lost Sales on.

Another option is to substitute the unavailable items with dummy items that you have set up that have zero cost and price, and sufficient inventory. Not ideal but doable. There is a function for this on the Line Menu -> Related Information -> Select Item Substitution. Substitutions must be set up in the Items first.

Yet another option is to force the complete order to be archived, by either printing/emailing a confirmation or clicking Archive Document. This then gives you a reference in the archive table if you ever need it. Then you can remove the lines that are not in stock and post.

Hope that helps!

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Richard C
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