Harvest - Back Order Management for Food

Harvest - Back Order Management for Food

Harvest – Back Order Management for Food – User Guide

Business Problem

In standard Business Central functionality, a Purchase Order remains open until all quantities are fully received and invoiced. Vendors often short ship or over ship products, creating operational overhead when the remaining quantity is considered acceptable by the business.

Key Features
  1. Automatic PO Closure
  2. Configurable Vendor Rules
  3. Configurable Item Rules
  4. Warehouse Receipt Support
  5. Automatic Header Closure
  6. Auto Close Tracking
  7. Vendor Short Receipt Logging

Setup Configuration

Search for 'Back Order Rules' in Business Central. This page can also be accessed directly from the Vendor Card.

Rule Configuration Fields

  1. Vendor Type
  2. Vendor Value
  3. Item Type
  4. Item Value
  5. Rule Type
  6. Rule Value

Vendor Type Options
  1. Vendor
  2. Vendor Posting Group
  3. All Vendors

Item Type Options
  1. All Items
  2. Item
  3. Inventory Posting Group
  4. Purchaser Code
  5. Item Category

Rule Type Options
  1. Threshold %
  2. Remaining Qty
  3. Threshold Percentage Logic
    1. (Quantity Received / Quantity Ordered) >= Threshold %
  4. Remaining Quantity Logic
    1. Remaining Quantity <= Allowed Remaining Quantity

Drop Shipment Exception
All auto close logic is ignored if the Purchase Order is marked as Drop Shipment.

Purchase Header Fields
Auto Closed - Indicates the PO was automatically closed.

Purchase Line Fields
Auto Closed - Indicates the PO Line was automatically closed.

Vendor Short Receipt Log

The system logs Vendor No., PO No., Invoice No., Receipt No., Item No., Item Description, Qty Ordered, Qty Received, and Posting Date.
Operational Benefits
  1.  Reduced Manual Work
  2.  Cleaner Open PO List
  3. -Better Vendor Reporting
  4. -Improved Purchasing Efficiency


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