Do your customers always allow you to backorder invoice items? If not, you are spending extra time canceling backorders and losing valuable data for PDQ analysis of lost sales. You can save time and valuable data with SCB - Selective Backorder Invoices, which automatically cancels backorders when PO Number contains an exclamation point (!). SCB preserves the original quantity ordered so you can analyze your lost sales with PDQ.

Normally, when the quantity ordered is more than the quantity shipped, Peachtree automatically creates a backorder invoice for the un-shipped items and also makes the quantity ordered on the posted invoice equal to the quantity shipped. If you don't use backorders, you must manually cancel the backorder invoice. When you do this, you loose track of the original quantity ordered and the possibility of comparing quantity ordered to quantity shipped for analysis of lost sales with PDQ.

After installing SCB - Selective Backorder Invoices, backorders will no longer be created for invoices which contain an exclamation point (!) in the PO Number Field. Plus, when the invoice is posted, the original quantity ordered will be preserved in the posted invoice file for analysis of lost sales with PDQ:

+--------------------------------------------------------------------+
|+==================================================================+|
||SIPROC1                   Add Documents          COMPANY ID: SP   ||
||07/10/96            Software Professionals Inc.                   ||
|+==================================================================+|
| DOC TYPE....: I   Invoice           DOC STATUS.: A Active          |
| DOC NUMBER..: 021512                                               |
| CUSTOMER ID.: COOPEG                                               |
| DOC DATE....: 07/10/96                                             |
|                                                                    |
| SOLD TO.....: Gloria S. Cooper      SHIP TO....:  Gloria S. Cooper |
|               37 North Avenue                     37 North Avenue  |
|                                                                    |
|               Atlanta, GA                         Atlanta, GA      |
|               30333                               30333            |
| CONTACT.....: Gloria S. Cooper                                     |
| PHONE.......:                       SALES TAX: 001                 |
| PHONE #2....:                                  GEORGIA      4.000  |
| P.O. NUMBER.: 6017!                            FULTON       1.000  |
| P.O. DATE...: 07/10/96                         MARTA        1.000  |
| SALESMAN....: BBS                                                  |
| TERMS CODE..: 4   10/10,NET30                                      |
| SHIP DATE...: 07/10/96                                             |
| SHIPPED VIA.:                                                      |
| JOB/ORDER NO:                  ACCEPT (Y/N):  Y                    |
+--------------------------------------------------------------------+

If you create a backorder invoice and later decide to cancel it, put an exclamation point (!) in the PO Number and set the quantity shipped to zero.

This will preserve data needed to analyze lost sales.