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gbody
July 15, 2021
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Report for Unfulfilled backorders

  • July 15, 2021
  • 2 replies
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Hi, I'm trying to create a report for backorders that was unable to fill (NOT open backorders) for last quarter so I can see how much money I lost by not having enough inventory.

 

For example, a report that shows the unfulfilled line-items on sales orders that were closed rather than invoiced.

 

I know this is possible because I inadvertently came across a report that showed this in December when I was doing some year-end analysis and was shocked and appalled but how much money was left on the table due to insufficient inventory, but now for the life of me cannot find how I pulled that report.

 

Please note this is NOT a report showing open backorders (which are the only tutorials I was able to find thru search), but a report showing CLOSED backorders that were never shipped/invoiced.

 

I have quickbooks desktop.

Best answer by LieraMarie_A

Hi there, @gbody. I'm here to provide additional steps to show both open and closed backorders.

 

Here's how:

  1. Go to Reports, and choose Custom Reports.
  2. Click Transaction Detail.
  3. In the Search Columns field, search for "Backordered" and "QTY." Then, select them by putting a checkmark.
  4. Go to the Filters tab.
  5. In the Search Filters field, enter "posting status," then choose Non-posting.
  6. In the search field, enter "transaction type."
  7. Click on the Transaction Type drop-down arrow, and choose Sales Order.
  8. Click OK.

 

I'd suggest memorizing this report so you can access it in the future. You can also export the report to Excel. This way, it can be saved, stored, and transferred digitally if needed.

 

I'd be happy to help should you have any follow-up questions about customizing reports. Have a great day.

2 replies

M
Mich_S
July 15, 2021

Welcome to the Community, @gbody.

 

I'll guide you on how to run a report for closed backorders. Let's start by running a report for Sales Orders. Then, filter the Transaction Type to Sales Order to show both open and closed transactions. 

 

Here's how:

  1. Go to the Reports menu.
  2. Select Sales, then Open Sale Orders by Item. 
  3. Go to the Filters tab.
  4. From the Transaction Type filter, select Sales Order.
  5. Click on OK and Refresh the page.

If necessary, you can also customize the report. This way, it'll only show the information that you need the most.

 

Just hit the Reply button if you have further questions in QuickBooks and in running reports. Stay safe!

G
gbodyAuthor
July 18, 2021

Hi, thank you for your assistance.

 

However, following the instructions you provided only provides an itemized list of backorders that are still OPEN.

 

I also want to include a list of backordered items that were on CLOSED sales orders (meaning these items were ordered by the customer but never invoiced because out stock shortages).

I experimented with different filter settings but could not figure this out.

 

Thank you

S
ShiellaGraceA
July 18, 2021

Thanks for getting back to us here, @gbody.

 

I know a report you can use to see both open and closed transactions. You can run the Transaction Detail report instead, and filter the Transaction Type to Sales Order. Let me guide you how.

 

  1. Go to Reports.
  2. Choose Custom Reports.
  3. Select Transaction Detail.
  4. Tap the Filters tab, and then Search Filters to Transaction Type.
  5. From the Transaction Type drop-down, pick Sales Order.
  6. Click OK. See the image below.

 

 

 

 

Learn more about customizing reports in this article: Customize customer, job, and sales reports in QuickBooks Desktop.

 

I've also added this link here in case you need help with other report tasks. It has our general report topics with articles.

 

Don't hesitate to comment below if you still have follow-up questions or concerns. I'm always here to help. Take care and have a great day ahead.

 

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