Update expired OS orders

Expired Backorders are orders which are past their cut-off date and will therefore no longer be accepted by the customer. Updating these backorders, allows it to remain on the system but can no longer be released or maintained in any way.  They have a status of X.

Transfer Expired Backorders to Lost (DSO557) checks each backorder line against TMSDS/CC-BOEXP according to the customer backorder expiry classification code and ordered title’s stock status and retention days being 20, 60 etc.  If the order is expired, then it is transferred from backorder (B) to lost (X) status.

Backorders are required to be held back for different periods of time for specific titles, at different stages of their life cycle.  Most customers express their instructions in days, 30, 60 etc.  A typical instruction is: backorder out of stock titles for 30 days and Not Yet Released titles for 90 days.  As a result of this instruction some lines on an order might cancel before others. These standard instructions should be kept in the customer records.

If the basis for purge is cut-off date and that date is 99/99/99, it will never purge.  Using the appropriate date (Document or cut-off), the number of months retention is added.  If today is less than the resultant date, the order is purged or reported or both (depending on the option selected).

For example

Date = 3/10/01 Retention = 01 the order will purge on 4/11/01

Date = 3/10/01 Retention = 00 the order will purge on 4/10/01

If the action is to make the order lost, a check is done.  If this order has a lost portion, the active order is merged into the existing lost order.

1. In the menu, expand Base Modules > Distribution > Order Processing & Billing > Outstanding Orders > O/S Orders Release. Double-click either of the following menu options as required.
   1. Update Expired O/S Orders. DSO700 Update Expired Outstanding Orders panel appears. This will update only o/s orders with cutoff date to lost based on cutoff date.
   2. Update Old O/S Orders. DSO700 Update Old O/S Orders to Lost panel appears. This will update old orders without cutoff date to lost based on document date.
   3. Delete Old Lost Orders. DSO700 Delete Old Lost Orders panel appears. This will delete old lost orders based on the last timestamp.

2. Enter the above information and click OK. 

   The selected Outstanding Orders are updated/reported/deleted as per the selected option.