CONFIGURE BACK ORDER PROCESSING SETTINGS

Use this screen to indicate whether or not warning messages relating to back order processing functions and back order reservations should appear in several applicable functions in Costpoint Receiving, Production Control, and Inventory. You can warn inventory handlers when they receive or process material that is due or past due on an existing or outstanding reservation, manufacturing order, purchase order, or sales order.

Use this screen when you initialize Costpoint.

Location

Back Order Processing Functions

Use the selections in this block to define which applications should receive back order messages. For example, each check box is associated with an application in either Costpoint Inventory, Production Control, or Receiving, where a message can warn the inventory handler of the issues associated with the back ordered material.

Receive Purchase Orders

Select this check box to display back order messages on receipts for purchase order inventory items on the Manage Purchase Order Receipts screen in Costpoint Receiving.

Receive Miscellaneous

Select this check box to display back order messages on miscellaneous receipts for inventory on the Enter Miscellaneous Inventory Receipts screen in Costpoint Receiving.

Enter QC Inspections

Select this check box to display back order messages on QC inspections for inventory parts on the Manage Quality Control Inspections screen in Costpoint Receiving.

Print Receipt Traveler

Select this check box to print back order messages on the Receipt Traveler report. The Print Receipt Traveler screen in Costpoint Receiving will print the back order information at the bottom of the Receipt Traveler report.

Relieve Manufacturing Orders

Select this check box to display back order messages for Manufacturing Order Relief entries. Maintain Manufacturing Order Reliefs in Costpoint Production Control.

Location/Inventory Transfers

Select this check box to display back order messages for location and inventory transfers entered under the Transfers menu of Costpoint Inventory.

Back Order Reservations

Use this group box to define which reservations and orders should be checked and displayed by the back order process. You can include or exclude approved reservations from any or all of the listed sources.

Approved Inventory Sales Orders

Select this check box to check approved inventory sales orders. Inventory sales order lines that are due or past due for the processed part (based on the Need Date Filter) display in the warning message.

Released Manufacturing Orders

Select this check box to check requirements associated with released manufacturing orders (MO Status = R). MO requirement lines that are due or past due for the processed part (based on the Need Date Filter) display in the warning message.

In-Shop Manufacturing Orders

Select this check box to check requirements associated with in-shop manufacturing orders (MO Status = S). MO requirement lines that are due or past due for the processed part (based on the Need Date Filter) display in the warning message.

Inventory Reservations

Select this check box to check inventory reservations. Reservation lines that are due or past due for the processed part (based on the Need Date Filter) display in the warning message.

Purchase Order Reservations

Select this check box to check purchase order reservations. PO reservation lines that are due or past due for the processed part (based on the Need Date Filter) display in the warning message.

Date Filter

Use the field in this group box to define the date filter for the reservation line's need date.

Need Date Filter (Standard Calendar Days)

Use this field to define when the reservation line should be considered back ordered in relation to the reservation line's need date. For example, if the need date for a reservation line is 1/1/2000 and the Need Date Filter is set to five days, the back order message is not received until 1/6/2000. Use negative numbers in this field to allow users to see parts that will be due soon.