cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Open Sales orders by item detail report shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet.

Do I have a default setting somewhere that is assuming an open item is backordered even prior to invoicing.  My assumption was that an item doesn't become backordered until I invoice the sales order and a particular item is not invoiced (it remains open and therefore now on backorder).  I am unable to run a report to show me what is on backorder, as all open sales order items are showing as backordered.

Solved
Best answer 12-10-2018

Accepted Solutions
QuickBooks Team

Good day sally, The Sales by Item Detail report depends...

Good day sally,

The Sales by Item Detail report depends on the sales transactions. Since this report is not working for you, you can customize a report. Here's how:
  1. Go to Reports, and choose Custom Reports.
  2. Click Transaction Detail.
  3. In the Search Columns field, enter backordered.
  4. Put a check mark next to Backordered.
  5. Go to Filters tab.
  6. In the Search Filters field, enter posting status, then choose Non-posting.
  7. In the search field, enter transaction type.
  8. Click on the Transaction Type drop-down arrow, and choose Sales Order.
  9. Click OK.
I have attached a screenshot for your reference.

Let me know if you have other concerns. Thanks! 
6 Comments
QuickBooks Team

Good day sally, The Sales by Item Detail report depends...

Good day sally,

The Sales by Item Detail report depends on the sales transactions. Since this report is not working for you, you can customize a report. Here's how:
  1. Go to Reports, and choose Custom Reports.
  2. Click Transaction Detail.
  3. In the Search Columns field, enter backordered.
  4. Put a check mark next to Backordered.
  5. Go to Filters tab.
  6. In the Search Filters field, enter posting status, then choose Non-posting.
  7. In the search field, enter transaction type.
  8. Click on the Transaction Type drop-down arrow, and choose Sales Order.
  9. Click OK.
I have attached a screenshot for your reference.

Let me know if you have other concerns. Thanks! 
Not applicable

Thank you for these clear steps.  In following these, I s...

Thank you for these clear steps.  In following these, I still have the problem that every item that I have on a sales order (that has not yet been converted to an invoice) shows up as backordered, and now I have myself even more confused, as my sales orders that have been fully invoiced, show up on my report - even though I have filtered by "non-posting" as you noted above.  Only those sales orders that have been invoiced show items as "0" backorders.  All my other sales orders have all items listed as "backordered".
QuickBooks Team

Hello sally, In the report, when the quantity and the ba...

Hello sally,

In the report, when the quantity and the backordered columns have the same number, it means that the sales order is closed or not invoiced yet.
Established Community Backer ***

"shows the quantity column and the backordered column as...

"shows the quantity column and the backordered column as the same quantities for each even if the order hasn't been invoiced yet."

Yes, that is why they are the same. The amount Requested has no yet been provided. If I order 6, then backorder still is 6, until you start shipping or fulfilling my order. Backorder = Ordered minus Delivered. Right now, delivered = 0.
Not applicable

OK.  The way we think through things in house, is an orde...

OK.  The way we think through things in house, is an order is "open" until it has been invoiced, then if it isn't shipped because it is out of stock, it is backordered.  An open order is not the same as a back order.  But I guess in QB it is.  It would be nice to have them differentiated so I could monitor my back order needs more easily.  Not sure why it is necessary then to have "open orders by item" and "backordered" quantities listed - as they are one in the same?
Established Community Backer ***

"An open order is not the same as a back order." A Backor...

"An open order is not the same as a back order."

A Backorder report is telling you what is left to fulfill.