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Dynamics Backorder Strategies

by HSO

Dynamics 365 F&O add-on to support Distribution and Retail companies

A general requirement in order fulfillment is to ship as many sales items as possible in a timely manner with minimal shipping costs.

There are always times when the entire order cannot be shipped at once. There may be a general company policy for this case. Often, circumstances and customer preferences dictate how this situation is handled.

Dynamics Backorder Strategies is integrated with Microsoft Dynamics 365 for Finance and Operations Warehouse management at the moment the sales order is released to the warehouse.

There is a possibility to cancel backorders according to the policy of you or your customer.


Benefits

  • Minimize transport costs by reducing partial and backorder shipments.
  • Ensure a logical step in the process is being verified.
  • The backorder strategy is taken into account when releasing sales orders, both automatically and from the sales order screen.
  • The customer's setting can be customized with exceptions possible at the sales order level.
  • Prioritize ease of implementation and automated cancellation of backorders.
  • In an IC direct delivery scenario, the original sales order's preference for full delivery or allowing backorders is respected when releasing the IC sales order to the warehouse.

Attributes
Create a backorder handling plan based on different product and customer needs, as well as fulfillment percentages. This results in a matrix determining when to release backorders to the warehouse based on the sales order's backorder strategy. The backorder strategy can also be applied to intercompany orders and support both automatic and manual wave processing.

How does it work?
Define backorder strategies for fulfillment policies, customers, and intercompany situations as necessary. The sales order backorder strategy is derived from the customer's fulfillment policy but can be adjusted in specific circumstances. The sales line can inherit the ability to prevent partial delivery from the fulfillment policy. Optional confirmation of sales order line delivery dates is possible after all sales lines are entered. The main factor for the automatic release of sales orders is a go/no-go decision. Backorders can be canceled, with those using the "No backorder" strategy canceled through a batch function, such as overnight. Special cases allow for the cancellation of backorders for individual items or customers.

At a glance

https://store-images.s-microsoft.com/image/apps.9941.070014c0-bde7-406e-8c9d-e352b805fb13.321a9a26-6b54-4c41-bb47-f1e80ff71b42.7816bd31-0d18-4876-89d4-dafc41d5f40b
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https://store-images.s-microsoft.com/image/apps.19646.070014c0-bde7-406e-8c9d-e352b805fb13.321a9a26-6b54-4c41-bb47-f1e80ff71b42.9377d714-0610-45d0-b1e7-dd41a0abfca3
https://store-images.s-microsoft.com/image/apps.3149.070014c0-bde7-406e-8c9d-e352b805fb13.321a9a26-6b54-4c41-bb47-f1e80ff71b42.dfcb6044-431d-4a93-ade5-c61fe3514151
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