How to Setup Customers for Back Orders

Customer Setup

The Shipping fast tab has a new field called Auto Cancel Backorders. If this field is enabled, Sales Orders are marked as Auto Cancel Backorder when this customer is used as the Sell-to Customer on the order unless the Ship-to Address used on the order has a different setup. The field on the Sales Order can also be manually updated.

Ship-to Address Setup

The General fast tab has a new field called Auto Cancel Backorders. This field can be set to Blank ("") to let the Sell-to Customer setting of the field Auto Cancel Backorders define whether back order should be cancelled. If the field is set to Yes, the orders are marked as Auto Cancel Backorder when the Ship-to Address is used as the Ship-to Code on the order. If the field is set to No, the orders are not marked as Auto Cancel Backorder. The field on the Sales Order can also be manually updated.