Backorder Report Overview

Last reviewed: June 9, 2026

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On this page

The Backorder Report lists open Sales Orders that still have open inventory quantities to ship.

What this report is for

Use Backorder Report to review open or partially shipped customer orders with remaining open inventory line quantities.

The report helps Shipping and Sales identify which orders still need fulfillment and print a backorder PDF for an order.

Screen path

Dashboard > Shipping & Receiving > Reports > Backorder Report

Controls and actions

Control What it does
Search Searches by order number, customer code, customer name, or customer PO.
Order row Expands or collapses line detail for one order.
Print PDF Opens the backorder PDF for the selected order.

Report columns

Summary rows show:

Column What it shows
Order # Sales Order number.
Customer Customer name and code.
Customer PO Customer PO number.
Order Date Sales Order date.
Required Date Required date on the order.
Status Sales Order status.
B/O Lines Count of lines with open quantity.
B/O Qty Total open quantity across backordered lines.
Actions Print PDF.

Expanded detail rows show:

Column What it shows
Line Sales Order line number.
Part Number Inventory part number.
Description Sales Order line description.
Ordered Ordered quantity.
Shipped Quantity already shipped.
Backorder Qty Remaining open quantity.

What happens behind the scenes

PAX reads Sales Orders and Sales Order lines with open inventory quantity.

The report includes Sales Orders with status Open or Partially Shipped, active inventory lines, and open quantity greater than zero.

Running, expanding, or printing the report does not ship inventory, change the Sales Order, create an invoice, or post GL.

Troubleshooting

No backorders are listed

Likely cause: There are no matching open inventory lines, or the search term filters them out.

Safe fix: Clear the search box and review open Sales Orders if needed.

Contact support if: Known open inventory demand should appear but does not.

Line detail does not load

Likely cause: The expanded detail request failed or the order no longer has matching open lines.

Safe fix: Collapse and expand the order again, or close and reopen the report.

Contact support if: Detail repeatedly fails for the same order.

PDF does not open

Likely cause: The browser blocked the PDF window or the PDF request failed.

Safe fix: Allow popups for PAX and try Print PDF again.

Contact support if: The PDF repeatedly fails to generate.

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