Item Number column

This column displays the numbers assigned to the items whose on-hand quantities are less than the quantities you included on the sale. These numbers can't be changed using this window.

Name column

This column displays the names assigned to the items whose on-hand quantities are less than the quantities you included on the invoice. These names can't be changed using this window.

# Needed column

This column displays the quantity of items needed to complete the invoice. For example, if you entered 1,000 in the Sales window and have only 300 of the item in stock, 700 will appear in this field.

Build column

This column is used to designate that you wish to automatically build enough items to fulfill the invoice quantity. All items with a mark already displayed in the Build column are marked to be built.

If you wish to automatically build an item and a mark doesn't appear in the Build column, click the column to add it. (You can add a mark to the Build column only if the item is set up as a finished item in the Auto-Build view of the Item Information window.)

If you don't want to automatically build an item, click the Backorder column to automatically create a sales order for the item or click the Buy column to automatically create a purchase order for an item. (You can add a mark to the Buy column only if the item is assigned a primary vendor in the Buying Details view of the Item Information window.)

If a mark appears in this column, the default action button for this window is labelled Build. Click this button to display the Auto-Build Items window, where you can automatically build the items. If you're able to build enough items to fulfill the invoice quantity, you can then record the invoice.

Buy column

This column is used to designate that you wish to automatically create a purchase order for the item to fulfill the invoice quantity. All items with a mark already displayed in the Buy column are marked for an automatic purchase order.

If you wish to automatically create a purchase order for an item and a mark doesn't appear in the Buy column, click the column to add it. (You can add a mark to the Buy column only if the item is assigned a primary vendor in the Buying Details view of the Item Information window.)

If you don't want to automatically create a purchase order for an item, click the Backorder column to automatically create a sales order for the item or click the Build column to automatically build the item. (You can add a mark to the Build column only if the item is set up as a finished item in the Auto-Build view of the Item Information window.)

If a mark appears in this column, the default action button for this window is labelled Buy. Click this button to automatically create a purchase order for the item.

Backorder column

This column is used to designate that you wish to automatically create a sales order for the item to fulfill the invoice quantity. All items with a mark already displayed in the Backorder column are marked for an automatic sales order.

If you wish to automatically create a sales order for an item and a mark doesn't appear in the Backorder column, click the column to add it.

If you don't want to automatically create a sales order for an item, click the Build column to automatically build the item or click the Buy column to automatically create a purchase order for an item. (You can add a mark to the Build column only if the item is set up as a finished item in the Auto-Build view of the Item Information window; you can add a mark to the Buy column only if the item is assigned a primary vendor in the Buying Details view of the Item Information window.)

If a mark appears in this column, the default action button for this window is labelled Backorder. Click this button to move the quantity you want to backorder into the Backorder column of the invoice. When you click Record, a sales order for the backordered quantity is created. The next time you enter the customer's name in the Sales window, the sales order will automatically appear in a list for you to choose.

If other items that did not need to be backordered were included on the invoice, an invoice that includes those items will also be recorded.

Cancel button

Click this button to clear the entries you made in this window and return to the Sales window.

Backorder button

Click this button to create a sales order for the items you marked in the Backorder column.