Kevin's suggestion will prevent you from making a sales order that is more than what is on hand, but I prefer to use the valuation method to control this type of thing.  If you make the item valuation method to be Lot, Serial or FIFO, then Sage 100 will prevent you from invoicing out the item UNTIL there is a quantity on hand for that item.  For example, until you receive in a PO to create quantity of an item, you will be prevented from invoicing that SKU out.  

Thanks,

Tyler

We definitely need to be able to create the SO with a back order, but we are using FIFO now we are definitely not prevented from invoicing.  We are still running 2016, was that a feature that came later?

We definitely need to be able to create the SO with a back order, but we are using FIFO now we are definitely not prevented from invoicing.  We are still running 2016, was that a feature that came later?

I appear to be incorrect on FIFO and LIFO.  I know for sure that Lot or Serial valuation methods will not let you go negative during invoicing.  Is that a possibility for you?

Hey Phonelady it's been a while. Your best option is probably a script that compares the quantity on hand with the quantity the user is trying to ship and cancels the entry with a message that the amount entered is greater that the amount on hand.  In the BOI section there have been examples where something similar has been done on line entry.