Other facilities provided by the Outstanding Orders management program include:

• Manual and automatic title substitution.
• Changes can be cancelled prior to the update taking effect.
• Quantities may be reduced and customer delivery addresses altered.
• Intervention in the automatic release of outstanding orders for any title with insufficient stock to fully supply selected backorders or forward orders.
• When an outstanding order is released the system checks definitions on Control Files for the retrieval of:
  1. Price and Discount
     • Always recalculate to obtain the current price/discount.
     • Recalculate only if the price/discount have not been overridden at order entry.
     • Compare the price/discount on the outstanding order with the price file/the discount file and always take the lower price/lower discount.
     • Compare the price/discount on the outstanding order with the price file/the discount file and always take the higher discount.
     • Leave price/discount as per outstanding order.
     • Retrieve the price/discount from the customer master file.
  2. Sales rep
     • Sales rep as per outstanding order
     • Retrieve the sales rep from the sales rep definition masterfile
     • Retrieve the sales rep from the customer masterfile
  3. Carrier
     • Carrier code as per outstanding order
     • Retrieve the carrier code from the customer masterfile.
  4. Payment terms
     • Recalculate only if the payment terms have not been overridden at order entry.
     • Retrieve Payment Terms from Customer Masterfile.

These instructions are defined for each different type of outstanding order and determine whether the above mentioned codes are to be overridden at release and if so with what.

• Backordered titles are automatically merged with recently placed orders, with customer agreement.
• Amendments to the Backorder file take effect immediately thus eliminating the need to execute any edit runs.
• A record of all changes to the file is automatically produced by the system in the form of a maintenance list.
• If an outstanding order is created from a cash sale, and payment has been made by credit card, the credit card information is transferred to that order and is maintainable. A report is available which lists any outstanding orders, paid by credit card that have passed a given expiry date. The cut-off date of these orders should be the same as the credit card expiry date so that expired orders are not supplied as they cannot be released into the system.

A group “reservation” account is used for group reservations.  TMSDS/OS-RSVG1 and TMSDS/OS-RSVG2 link the reservation account to the stores for the purposes of linking the store orders to the reservation order and decrement the group reservation automatically.

Inter-Warehouse transfers show as outstanding orders in outstanding orders inquiries to highlight the fact that there has only been one side of the transaction, i.e. the Transfer Out of the warehouse, but there is no Transfer In to the designated warehouse, thus leaving a quantity in-transit on the system.

The stock needs to be receipted into the nominated warehouse for the transaction process to complete and this will cause the product to drop off the Outstanding Orders inquiries.

If the transfer out has gone into backorder and the transaction is at status ‘I’ or ‘C’ then the order can still be maintained, this is determined by TMSDS/OS-CTL.

Backorder line splits

The Backorder line splitting occurs in either status ‘E’ or ‘K’, depending on the setting in TMSDS/B/O-SPLS.  If Backorder lines need to be split early, it will split the order by physical warehouses and carry out warehouse diversion before splitting Backorder lines.

Orders can be split for certain title class/warehouse depending on the setting in TMSDS/ORDD3-R1 and TMSDS/ORDD3-R2. A date/time stamp is written for the original order if a backorder line split takes place.

Status E orders are split off if immediate pick is flagged as No.  This means unsupplied lines are split off to backorder or lost prior to orders reaching pending or status K.

Backorder line splitting does not happen for stock status/customer backorder acceptance to backorder if it originated from a backorder (TORG=B). If a mixture is set to be split, then all components for the mixture are to be split as well.

Backorder stock allocation will allocate/backorder quantity to be multiple of item carton quantity if customer is flagged for full carton quantity in customer masterfile.

When an order is split for backorder lines, it will not update status to ‘A’ so that the order can go through all order processing (including pending check and picking merge) and lets Picking Slip Merge to change the status to A and to generate backorders etc.

Release outstanding orders

Outstanding orders are selected for release, or maintenance/release. If auto adjustment is set on control file TMSDS/WH-SADJ and there is no stock, then auto adjustment would be done on outstanding order release.

Release back orders

Backorder release can be done by physical warehouse, logical warehouse or group code options. It will enable the release of orders into one process number from multiple logical warehouses tied to one group code.