Backorder calculation

Epicor ERP 10
1

What is the easiest way to calculate or read shipment backorders? Is this stored somewhere in database or does it have to be calculated manually?

For example we ship an order line that has three releases, one of which is shipped completely and the second one is partially shipped.

Example

line 1
qty = 20 (release 1 qty: 10, release 2 qty: 7, release 3 qty: 3) (10 + 7 + 3 = 20)

We shipped release 1 in full, and shipped only 4 out of 7 in release 2 and didn’t ship release 3 yet.

How do you calculate backorder? I mean does Epicor store the backorder value somewhere?

2

Hi @Samm,

Pretty sure it is calculated. There are a few fields to look at in the OrderRel record:

  • Is the release Open? True for backorder.
  • Qty left to ship: Order Release Qty - Qty Shipped from Stock - Qty Shipped from a Job

That should give you what you need.

3

I would like to not calculate to have a quicker solution… I will check OrderRel table…

4

The Back Order logic on the Pack Slip only shows the releases that were included in the shipment, but not the others.
To get the Back Order Info, you need to bring all releases from the Order from OrderRel.

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5

I believe so too. But how come Epicor doesn’t have that calculated automatically?

6

You’d be surprised how often I hear “How come Epicor does not have X automatically?” No system is perfect… :slight_smile:

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7

I still love Epicor tho… it is just me feeling lazy at the moment to write the query :wink:

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8

I’ve seen it both ways. Either it doesn’t do what you would think it should, or it does things that you don’t think it should. It’s really difficult to produce software that will work for all manufacturing processes.

The beauty of Epicor is it allows customizations to those processes to fit your business.

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9

@Samm
May be you can try using the standard functionality of “Sales Order Backlog Status”

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10

Thank you, I ended up creating a view/EBAQ and integrating the information into a dashboard where we see list of all order line releases with various filters…

11

Hi @Samm. I didn’t see this thread until a few minutes ago. Even though you have already created a solution, I wanted to share the attached Scheduled Shipments Tracker dashboard.ScheduledShipmentsTracker.dbd (360.8 KB) As the name implies, the dashboard is an alternative to the Scheduled Shipments Report, and just like the report, it is based on sales order releases. One of the calculated fields is “OurRmngQty”, which represents the backordered quantity that you were originally seeking. If you would be willing to share the dashboard that you created, I would be interested in seeing how you constructed it.

12

The open quantities would be clearly visible in Time Phase Inquiry.

13

Sure! Here is the left join I added to our dashboard query (Join to OrderRel table)

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14

And here is how I calculate

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15

I assume you’re selecting for only open releases but for those who are writing their own, you could get a number on a release closed or voided when you may want zero.

16

My where condition has ‘Closed’, ‘Shipped’, ‘Invoiced’, you cannot ship a void release. If it is shipped, it means it was not voided at the time and after that, if it gets voided, I think it is irrelevant as it has been shipped already. My query matches each release with combination of all shipped releases. I calculate for all open and closed releases.

17

Cool. Like I said, not for you but for others who may find this thread later. :+1:

2 Likes
18

I always just look at the fulfillment workbench. It will tell you not only which lines and releases are available to be fulfilled but can tell you how much is remaining to fulfill.