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Use Backorder to create a new purchase order from unreceived items

This is part of the Purchasing Add-on Module.

If you have unreceived items on a purchase order that you wish to remove and transfer onto a new purchase order, you can use the Backorder tool to do that.

  1. Open the purchase order with remaining items. You can see all unreceived items in the Left column of the Main View tab on the purchase order.
  2. Click backorder icon Backorder on the taskbar. Note that the order must be in the "Confirmed" or "Pending" status and not be "In Transit” to use the Backorder tool.
  3. Select the Expected Date for the new purchase order.
  4. Confirm the Qty To Backorder column has the correct number of items to be transferred.
  5. Click Create and a new order will appear in the right pane. The backordered items will be removed from the original purchase order, allowing it to be posted.