Sales Order Fullfillment- Back Orders

jblack49 · ‎March 21, 2022

When using the sales order fulfillment worksheet we see an issue to where back orders are involved.

Once we pick and pack our stocked items it shows the line items as sent to "pack" and the back order line items "open". But, once we select "marked as shipped", it shows all line items including the back orders as "shipped".

Anyone know why it showing all of the items as shipped and not just the one item that was packed?

See attachment.

MarsStephanieL · ‎March 22, 2022

Thank you for getting back and shared a screenshot about the sales orders, @jblack49.

The option not to include some of the actual unshipped items when marking the sales order as "Shipped" is unavailable in QuickBooks Desktop (QBDT).

As a workaround, you can separate these items by creating another entry of sales order transactions to track them properly.

I can see this feature is also useful to other QBDT users. I'd recommend sending feedback to our Product Engineers to assess this feature. They might include this in our future product enhancements.

Here's how to get your feedback submitted:

Go to the Help menu and select Send Feedback Online.
Click Product Suggestion.
Choose a feedback type and product area on the QuickBooks Feedback window.
Enter your suggestion or feedback, name, and email address (optional).
Select the Send Feedback Online.

Keep an out for an email message regarding any updates. You're always welcome here if you have any other questions or concerns.

View solution in original post

Jovychris_A · ‎March 21, 2022

Thanks for sharing your on-point details about your concern, @jblack49.

I'll share some insights about using the Sales Order Back Orders in QuickBooks Desktop Enterprise.

Once you created a sales order (SO) and marked it as a partial shipment, the system will update the original SO's quantity and won't leave an open balance waiting to be shipped. We call this back order tracking.

This is why when a packed item is already shipped, the system includes all the line items as shipped and won't allow you to change the status to partially shipped.

On the other hand, I cannot see the attachment you mentioned. You may want to reupload the details when you reply.

I'm adding these resources to learn more guides about the functionality of this worksheet and get you back on track:

Let me know if you have additional questions about the sales orders workflow or other QuickBooks-related concerns. I'll look at your reply to assist you more. Have a safe day ahead.

jblack49 · ‎March 22, 2022

I went ahead and attached screenshot.

jblack49 · ‎March 22, 2022

Here you go.

MarsStephanieL · ‎March 22, 2022

Thank you for getting back and shared a screenshot about the sales orders, @jblack49.

The option not to include some of the actual unshipped items when marking the sales order as "Shipped" is unavailable in QuickBooks Desktop (QBDT).

As a workaround, you can separate these items by creating another entry of sales order transactions to track them properly.

I can see this feature is also useful to other QBDT users. I'd recommend sending feedback to our Product Engineers to assess this feature. They might include this in our future product enhancements.

Here's how to get your feedback submitted:

Go to the Help menu and select Send Feedback Online.
Click Product Suggestion.
Choose a feedback type and product area on the QuickBooks Feedback window.
Enter your suggestion or feedback, name, and email address (optional).
Select the Send Feedback Online.

Keep an out for an email message regarding any updates. You're always welcome here if you have any other questions or concerns.

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Sales Order Fullfillment- Back Orders