Allocate available stock to back-ordered order lines in a single batch run. After back orders are fulfilled, the supplied quantities become available for packing slips and invoicing. You choose which orders and products to process using selection criteria, run the task, and review a results grid showing which back orders were fulfilled and which failed.
This screen is reached from Sales → Tasks → Fulfill Back Orders in the navigator.
Fulfill Back Orders is a batch task. You set the selection criteria that determine which orders are processed, then choose Run. The task runs on the server and commits its changes; when it finishes, the selections form is replaced by a results grid summarising the run. Choose Back to Selections to return to the form and run again with different criteria.
When the screen opens it loads the task's selection descriptor from the server and builds a Selections form. You use these selections to narrow the run to the orders you want to fulfill. The available selections and their default values are defined by the server for this task, so the exact set depends on your installation; they are presented using the same shared selection-criteria mechanism as the rest of the app.
See Selection Criteria for how each selection input type works (code ranges, period and date ranges, lookups, multi-select, and so on).
When the run completes, the results view replaces the form. It shows a read-only echo of the selection criteria that produced the run, a display filter, a results grid, and a totals footer.
A toggle above the grid switches the rows shown between All, Errors, and Success. Each toggle shows the count for that group. Rows that failed are tinted, and every row carries a Status indicator (a green tick for fulfilled, a red icon for failed).
The grid shows the following columns by default. Additional columns are available from the grid's column chooser.
| Status |
Read-only. Always the first column. Shows a green tick when the back order was fulfilled and a red icon when it failed. This column cannot be hidden. |
| Code |
The customer code for the order. |
| Document ID |
The system-generated identifier of the order. |
| Order Number |
The order number of the document processed. |
| Message |
The server-supplied message describing the outcome for that row. Rows that failed carry an error flag (which drives the red Status icon and the row tint), and the Message explains the per-row result. |
These columns are available from the column chooser but are hidden by default:
| Doc Date | The document date of the order. |
| Post Status | The post status of the order. |
| Print Status | The print status of the order. |
| Gross / Gross Bs | The gross amount of the order, in transaction currency (Gross) and base currency (Gross Bs). |
| Currency | The currency code of the order. |
| Sales Person Code | The sales person on the order. |
| Branch Code / Department Code | The branch and department of the order. |
| Quotation Reference | The quotation reference held against the order. |
| Category 1 / Category 2 | The document categories assigned to the order. |
| Packing Slip No | The packing slip number associated with the order. |
The results footer shows two totals for this task:
| Records |
The total number of back orders that were processed. |
| Errors |
The number of back orders that failed. Highlighted when greater than zero. |
The results grid can be printed from the grid's menu, producing a report-style copy of the rows currently shown (the print output respects the active display filter and lists the selection criteria used).
Running this task requires the Order Entry Fulfilment task permission (OE\Perm\Tasks\Fullfillment) at the Allow level. The Tasks folder and this entry are hidden in the navigator for users without it. The server enforces the same permission when the task runs.