Create a production order from the trading board

Article05/08/20232 min read

The trading board allows you to create a production order when you need to plan production activities for an existing stock. The Production order created is for the Output item and the allocation you perform from the trading board will result in a component line. You can perform the following actions after calculating the available inventory based on the filters applied on the Trading Board Filter page.

To create a production order from the trading board:

  1. On the Trading Board page, on the action bar, select New Document > Production Order.
    Alternatively, select Alt+7 to create a production order.
  2. On the General FastTab, in the Status field, select the status of the production order.
    By default, the status is based on the Production Order Status option selected on the Trading Board Setup page.
  3. In the Source Type field, select Item.
  4. In the Source No. field, select the item to be produced.
    Note

    The Description and Unit of Measure fields are populated based on the source number selected.

  5. In the Quantity field, enter the number of items planned for production.
    Note

    By default, the Due Date field is filled with the current work date. The date can be changed and represents the date the output is available for outgoing order types like e.g. sales orders.

  6. On the Scheduling FastTab, in the Scheduling Direction field, select Backward/Forward for the scheduling to be refreshed backward or forward.
  7. In the Create Inbound Request field, turn on the toggle to create an inbound request when calculating and updating the production order.
  8. On the Posting FastTab, in the Location Code field, use the dropdown menu to select the location.
  9. Select OK.
    A production order is created from the trading board and attached as a linked document. Subsequently, the FactBox is updated with its values from the linked document.
  10. Based on setup of the selected output item, the system will automatically populate a production BOM and/or routing and refresh the production order to create routing and component lines.