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.

With auto monthly purge, if a selected order with cut-off date expires, it will go to lost sales regardless of retention month defined on TMSDS/RTN-OS. The retention month on this control file is used only for orders without the cut-off date. When running this program manually, you have the option to:

1. use the document date and add the number of months retention and compare with todays date and purge/report or both (depending on the option selected). 
2. use the cutoff date against comparison date entered and purge /report or both (depending on the option selected).

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 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. With all these menu options, you have the option to either report only, update only or update and report. 
   1. Update Expired O/S Orders. DSO700 Update Expired Outstanding Orders panel appears. The system will compare the cutoff date to the compare date and will report/update selected o/s orders where the cutoff date is less than the compare date
   2. Update Old O/S Orders. DSO700 Update Old O/S Orders to Lost panel appears. The system will add the number of months retention to document date and will report/update the selected orders that are less than todays date.
   3. Delete Old Lost Orders. DSO700 Delete Old Lost Orders panel appears. This will delete old lost orders based on the last timestamp plus the entered retention months. 

2. Enter the above information and click OK. 

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