Purchase Order Layering and Backorder Notifications

Purpose: Use the Generate Backorder Notifications function to generate notices informing customers when backordered items are expected to ship. You must work within the guidelines of the Federal Trade Commission (FTC) on backorder notifications; for this reason, backorder cards are also called “FTC cards.”

This function also produces the Backorder Cancellation Register, which lists orders containing backordered items that are due for cancellation. You have the option of canceling the items through order maintenance or contacting the customers to suggest alternate items.

If the FTC--Second Notice Output (E68) system control value is set to FILE or FILE/PRINT, and the FTC -- Action after Second Notification (C70) system control value is set to CANCEL, you can use Working with Backorders Pending Cancellation (WBPC) to continue to work with orders once you have generated second notices.

Future orders: Future orders are not included in backorder processing until their arrival date is within the Reservation Lead Days (B27) system control value.

Quotes: Quotes are not included in backorder processing until they are converted to orders; see Entering Pre-Order Quotes for an overview.

Email notifications: The system sends an email notice or the Outbound Email XML Message (CWEmailOut) rather than generating a document for printing in certain situations. See When Does the System Generate an Email Notification?

Email template: You can use the Working with Entities (WENT) menu option to create an entity-level email template, and the Working with E-Mail Notification Templates (WEMT) menu option to create a default company-level backorder notification template. The template specifies the text to print above and below the standard backorder information. The template also controls whether to generate an actual email or the Outbound Email XML Message (CWEmailOut).

Generate notice if purchase order changes? The FTC - Suppress Backorder Notice for Due Date Changes (L65) system control value controls whether to generate a backorder notice if you change the due date for the next expected purchase order to a later date, or cancel the purchase order.

Sample backorder email notification: See Backorder Notification Email Sample and Contents.

Important: The outbound XML version for the EMAIL_OUT process in Working with Integration Layer Processes (IJCT) must be set to 2.0 in order to generate backorder notices in email or Outbound Email XML Message (CWEmailOut) format.

Save in email repository? The Write Outbound Email to Email Repository (H99) system control value controls whether email notifications are stored in correspondence history. See this system control value for more information on identifying and reviewing outbound emails for a customer.

Note: You should run Purchase Order Layering before generating backorder notices to update the expected delivery dates of backordered items.

Drop ship items, including brokered items: The Assign Drop Ship Expected Ship Date (I59) system control value controls whether the expected ship date is displayed or printed for drop ship items. See that system control value for more information.

Order Broker: If an order line is assigned to the Order Broker for fulfillment, the Generate Backorder Notices (GBOC) option does not generate backorder notices for the order line while the Order Broker request is in process; however, if the Order Broker cannot fulfill the order or if you cancel the Order Broker request, the order line returns to standard backorder processing and is eligible for backorder notice generation. See the Order Broker Integration for background.

See:

Generate Backorder Notices (GBOC)

Backorder Card

Backorder Cancellation Register

Purchase Order Layering

System Control Values Related to Backorder Notices and Purchase Order Layering

Purpose: The following values control Generate Backorder Notices (GBOC) and Purchase Order Layering. See Purchase Order Layering and Backorder Notifications.

Description

Valid Values

Summary

Backorder Card Print Program (D04)

program name (the standard program is BOCARDS)

The print program that the system uses to generate backorder cards.

Days after 2nd Backorder Notification to Cancel Order (D07)

numeric value

Number of days to allow before including the item on the Backorder Cancellation Register. The system uses this value only if you entered Cancel in the FTC -- Action after Second Notification (C70) system control value.

FTC -- # of Days to Add for Special Handling (C67)

numeric value

Number of days to add to the expected receipt date to perform special handling before shipping a backordered item.

FTC -- # of Days to Add for Drop Ships (C68)

numeric value

Number of days to add to the expected receipt date for shipping backordered drop ship items, including brokered items.

A drop ship item is an item that your vendor ships for you, rather than shipping it from your own warehouse. The calculation is for the expected ship date = the current date + FTC -- # of Days to Add for Drop Ships (C68) + the Lead days for the vendor item.

The Assign Drop Ship Expected Ship Date (I59) system control value controls whether the expected ship date is displayed for drop ship items. See that system control value for more information.

FTC -- Action after Second Notification (C70)

CANCEL, CONTINUE, STOP

The action for the system to take the next time you generate backorder notices after you have sent the second notification to a customer.

FTC -- # of Days for Items without Expected Ship Date (C71)

numeric value

The number of days for the system to add to the expected arrival date for items with no open purchase orders.

Number of Days to Delay Initial Backorder Notice (D89)

numeric value

The number of days to delay sending a backorder notice for order types that receive immediate backorder notices (defined in the Order Type table; see Establishing Order Types (WOTY)). If an item is backordered, but you will be able to ship it before this number of days passes, the system does not generate a backorder notice.

FTC--Number of Days Prior to Next Backorder Date to Generate Second Notice (E67)

numeric value

The number of days before the second backorder notice is due to generate the notice, or include the order in a report listing orders flagged for cancellation. The system uses this value if the action after second notification is CANCEL. You can use this system control value either to generate backorder notices in advance, or take corrective action to avoid cancelling backordered items.

FTC--Second Notice Output (E68)

FILE, PRINT, FILE/PRINT

The destination for second notices: written to the Backorder Pending Cancellation table only, generated and not written to the file, or generated and written to the file. If you set this field to FILE or FILE/PRINT, you can use Working with Backorders Pending Cancellation (WBPC) to continue to work with the orders.

Number of Days to Add for Accepted Delays (E69)

numeric value

The number of days to add to the backorder date when a customer accepts the delay following the second notice. This option is available through Working with Backorders Pending Cancellation (WBPC).

Unconditional Suppression of Backorder Card (F19)

Selected or Unselected

Indicates whether items or SKUs whose Suppress backorder card field is selected will appear on first backorder notices, or never appear. Items/SKUs set to suppress never trigger a backorder notice on their own, and are included on a first backorder notice only if an unsuppressed item is backordered. You would typically choose to suppress promotional items, free gifts, catalogs, etc. from backorder notification. Such items are never eligible to be canceled through Working with Backorders Pending Cancellation (WBPC).

Backorder Notification E-Mail Program (G95)

program name (the standard program is BONOTF)

Indicates the program to use when sending an email backorder notification to a customer. See When Does the System Generate an Email Notification? for an overview of how the system determines whether to send an email notification or to generate a document for printing, and for information on entering the text to appear in the email.

Assign Drop Ship Expected Ship Date (I59)

Selected or Unselected

Indicates whether to calculate and display (or print) the expected ship dates for drop ship items, including brokered items.

The expected ship dates for drop ship items are calculated as follows:

the expected ship date = the current date + FTC -- # of Days to Add for Drop Ships (C68) + the Lead days for the vendor item

FTC - Suppress Backorder Notice for Due Date Changes (L65)

Selected or Unselected

Indicates whether to generate a backorder notice for an order line if the due date for the next expected purchase order changes to a later date, or if the purchase order is canceled.

CS12_04 OROMS 17.0 2018 OTN