Using backorder processing, you can list sales documents relevant for requirements for particular materials and confirm them manually. You can assign available-to-promise (ATP) stock to outstanding order quantities. In addition, you can withdraw already confirmed quantities and reassign them to different items.
Backorder processing is only available for materials with individual requirements. Summarized requirements are usually used for materials sold in bulk quantities. Backorders for bulk products are not, as a rule, processed manually.
The selection list enables you to display information about the requirements for the selected materials. You can then select and process individual sales documents directly from the list.
Creating a List of Sales Documents for Backorder Processing
To process backorders with a selection list, proceed as follows:
In the initial screen, choose Logistics ® Sales and distribution ® Sales.
Choose Environment ® Backorders ® Backorder processing ® SD documents.
Enter you selection criteria (for example, the plant, sold-to party, purchase order number) and choose Program ® Execute.
The system displays a list of the materials that meet your selection criteria. For each material, you the list provides the relevant information for each corresponding sales document (for example, the first delivery date, order quantity, confirmed quantity, and open quantity).
You can branch directly from the selection list into the individual sales documents. In addition, you can display the status, the document flow, and any changes made to the document.
Select the documents that you want to process and select from the following options:
Environment ® Document to branch to an individual sales document
Environment ® Document status to display the document status
Environment ® Document flow to display the document flow
Environment ® Document changes to see the changes
Processing Backorders for Sales Documents
Backorder processing from the selection list always takes place by material. This means that if you select several materials in the list, the system processes each one in turn.
If you want to reschedule in order to update the sales documents before you process the backorders, note that this may adversely affect system performance. Whenever possible, carry out rescheduling in the background.
To process backorders with a selection list, proceed as follows:
Select the materials and sales documents in the selection list that you want to process and choose Edit ® Backorders.
This overview displays the requirements and received quantities, the quantity confirmed until now and the cumlated ATP (available-to-promise) quantity (the required and received quantities in stock still available for use) for each selected material, requirements/received date and MRP (materials requirements planning) element (such as the sales order). The requirements date generated by the sales document matches the material availability date.
Place your cursor on the MRP element that you wish to process and choose Edit ® Change confirmation.
Note that you can only process the MRP elements for the lines that you selected in the list for which confirmed quantities exist. The MRP elements that you can process are highlighted. Deliveries cannot be processed as backorders so the overview does not contain any confirmed quantities for them. However, the system does take the size of the delivery quantities into account when calculating the ATP quantity.
You reach the Backorder Processing: Change Confirmation screen where you can see the details of the MRP element you selected (in the Sales requirements section for sales documents). In addition to the order and item numbers and the material availability date, the following data is displayed for a sales order item:
Field
Description
Open quantity
Quantity not yet delivered
Confirmed quantity
Quantity that has been confirmed in backorder processing
Total confirmed quantity
Total quantity confirmed for the sales order items (if there is more than one schedule line for the item, this is the total of all confirmed schedule lines)
ATP quantity
Quantity available for outwards goods movements
In the Sales requirements section, you can process the backorders in one of the following ways:
Distributing ATP Quantities
Redistributing Confirmed Order Quantities
Choose Display to branch directly to the sales document.
To distribute ATP quantities, proceed as follows:
In the Backorder Processing: Change Committed Quantity screen, you can distribute some or all of the ATP quantity by entering a quantity in the Committed field in the Sales requirements section of the screen. This quantity fulfills some or all of the requirements for the backordered item.
Choose Enter to display the updated requirements situation.
Choose Copy to confirm the data.
Choosing Backorder processing ® Save.
If you selected more than one material in the selection list, the system automatically displays the next material you selected.
Example of Distributing ATP Quantities
140 pieces have been confirmed already for sales orders 14940, 14942 and 14981 in the unrestricted use stock. A backorder of 5 pieces exists for sales order 14943. Only 15 of the original order quantity of 20 pieces could be confirmed so the cumulative ATP quantity stands at 5.
The backordered quantity of 5 pieces can be fulfilled from the (in this case identical) ATP quantity. You do this by entering 20 pieces to replace the original 15 in the Committed field and choosing Copy. The cumulative ATP quantity is now used up and stands at zero. Sales order 14943 is fully confirmed.
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