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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Create Back-Order

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When you select a job as Ready to Invoice in Jim2, and the quantity supplied is lower than the quantity ordered, you will be prompted to create a back-order.

 

create backorder1

 

Click Yes to create a back-order. You can also copy the comments and emails from the original job, as well as set the back order quantity to 0 – just tick the boxes if you want to do so.

 

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Set Back Order Qty to 0 would be ticked if you don't wish to create a back order. This will update the quantity of the back order to zero when you tick it and click No, so you can proceed with invoicing.

 

Jim2 will create the back-order for you, showing the customer, Item, comments and the stock that is on back order. Also the Ex.Job# field will show the original Job number for your reference, and you are able to view that original job by selecting the ellipsis [...] at the end of this field.

 

backorder

 

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Date in and Date Due on back order jobs will show the original order dates.

 

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The job that is created will default to Back Order in the Type field of the Job header. This indicates that it is a back-ordered job, and is extremely useful when creating lists of back-ordered jobs. The background in the Job# will also be highlighted Yellow on back-order jobs, so they stand out in lists.

 

The Available Stock screen will indicate the customer's nominated back order setting at the top of the screen:

 

Stock Availability screen

 

This can be overridden at point of generating the back order by ticking Acknowledge:

 

Create back order1

 

Further information:

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Add a Job

Add Comments to a Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto-create POs from Jobs

Create a Job from a Similar or Previous Job

Credit an Overcharged Customer

Dispatch

 

Handle Part Delivery of Jobs

Invoicing

Job Comment Grid

Job Footer

Job Header

Job List

Job/Order Prepayments/Refunds

Job Reports

Job Stock Grid

Jobs

Manufacturing Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

Retail Jobs

 

Return from Customer

Scan Stock into Jobs

Sales Register

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Taking Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job