Run Batch Settlement Report (single threaded queue). 

Please be aware that the Batch Settlement Report will advance the status of all sales order lines selected and processed.  If settlement was unsuccessful for any reason (authorization expired, communication issues, etc) you will be advised in the PDF output for the report.  An example is seen below.  We recommend that the output for the report be reviewed each time it is executed so that any issues are found promptly. If the report output cannot be reviewed another option would be to review all records in status 07 utilizing the PQ670041 application.

Step 6

Continue to process the sales order lines through Print Invoice and Sales Order Update.  This cycle may repeat as many times as necessary until all backorder lines are filled for the order.

Method 1 - Include Calculated Extended Amount of Backorder Lines in Total to Authorize - Settle Together

In this scenario we will assume that when the order was taken the system was configured to include backorders in the original authorization and that the shippable and backordered lines do settle at the same time.

Step 1

Enter the order which contains backordered product as per the Sales Order with Backordered Lines chapter of this manual. With proper setup of both the Batch Authorization Report (RQ6704201 single threaded queue) and the Credit Card Payment application (PQ670041) the authorization obtained will include backordered line totals. If desired you may verify the authorization total in the Prepayment (F004201) table. 

Step 2

Process all non-backordered lines on the order through Ship Confirm.

Step 3

Now, the item(s) that were on backorder will become available for shipment.  Since the original authorization has not been consumed yet (shippable lines have shipped, but not settled) and it included the amount of the backordered lines it should not be necessary to obtain a new authorization for the released lines. When the backorder release is executed the items will be released for shipment and the line status will be advanced. 

Step 4

Ship confirm the released backorder lines. 

Step 5

Now, run Batch Settlement (single threaded queue). Since all lines (shippable and backorder) are settling at the same time the original authorization obtained (which included back-ordered lines) will be consumed and should be sufficient to cover all lines.

Please be aware that the Batch Settlement Report will advance the status of all sales order lines selected and processed.  If settlement was unsuccessful for any reason (authorization expired, communication issues, etc) you will be advised in the PDF output for the report.  An example is seen below.  We recommend that the output for the report be reviewed each time it is executed so that any issues are found promptly. If the report output cannot be reviewed another option would be to review all records in status 07 utilizing the PQ670041 application.

Step 6

Continue to process the sales order lines through Print Invoice and Sales Order Update.  This cycle may repeat as many times as necessary until all backorder lines are filled for the order.

Method 2 - Do Not Include Calculated Extended Amount of Backorder Lines in Total to Authorize

Step 1

Enter the order which contains backordered product as per the Sales Order with Backordered Lines chapter of this manual. With proper setup of both the Batch Authorization Report (RQ6704201 single threaded queue) and the Credit Card Payment application (PQ670041) the authorization obtained will not include back-ordered line totals. If desired you may verify the authorization total in the Prepayment (F004201) table.

Step 2