Assign quantities to linked documents
After linking a document to the trading board, you can enter the Quantity and Unit Price field values and assign the item quantities and unit price entered to the lines of the respective linked document. The allocated lots are also copied to the sales, transfer, production, or assembly order lines.
Ensure that you have linked the trading board to a document.
Select any of the following actions on the Trading Board page.
| Action | Description |
|---|---|
| Assign | Assign the quantities entered on the trading board entries to the lines of the linked document. |
| Assign & Release | Assign the quantities entered on the trading board entries to the lines of the linked document and release it. |
| Assign & Close | Assign the quantities entered on the trading board entries to the lines of the linked document and close the trading board. |
| Assign, Release & Close | Assign the quantities entered on the trading board entries to the lines of the linked document, release it, and close the trading board. |
- You can assign quantities for items that are blocked.
- When you assign item quantities, the quantities available in the associated lot are reduced.
- If the Combine Lots field value on the Trading Board Setup page is set to Try to Combine, the system combines the trading board lines by item number, location code, trading unit of measure code, unit price, and global lot attributes when assigned to an outbound document. For more information, see Set up the trading board.