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Level 1

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.

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Best answer 12-10-2018

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Level 15

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.

"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.

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QuickBooks Team

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.

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! 
Highlighted
Level 1

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.

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".
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QuickBooks Team

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.

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.
Highlighted
Level 15

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.

"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.

View solution in original post

Highlighted
Level 1

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.

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?
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Level 15

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.

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

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


Highlighted
Level 1

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.

In my case orders were actually shipped and invoiced already but not paid yet (nor closed), and the backordered qty is still showing the same amount for the filled items and 0 qtys for shorted items. At the same time, the invoice (if you d-click the report line) shows correct data: column Qty  shows qty shipped and Backordered - qty shorted. I'd expect the Sales by Item Detailed report would show the same data.

Highlighted
QuickBooks Team

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.

Welcome to Community @AKGSB,

 

Either you can follow the steps provided to my colleague Kristine Mae or you can use these steps to show your desired report in Sales by Item Details. Here's how:

 

  1. Go to the Reports menu, and choose Custom Reports.
  2. Select Transaction Detail.
  3. In the Search Columns field, enter backordered.
  4. Put a checkmark in the box beside the Backordered.
  5. Click the Filters button.
  6. Enter the posting status in the Search Filters field, then select Non-posting.
  7. In the search field, enter transaction type.
  8. Click the drop-down arrow in Transaction Type , and choose Sales Order.
  9. Click OK.

 

Once done, you can memorize feature to save the modified report. Check out this link for the steps: Create, access, and modify memorized reports.

 

If you need further assistance, feel free to leave a message in the comment section. I'm always here to help.

Highlighted
Level 1

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.

Thanks Rejeil_O! I did follow the steps posted by your colleague; the only reason i went ahead and posted my question is that i want to get to the root of this issue as i believe that report indeed is incorrect.

thanks again for your quick response,

 

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