Open and calculate trading board from sales order line

In some cases, you may want to quickly see the availability of a specific item or sales line. It is possible to open the trading board from a sales line.

1. Go to the required sales order.

2. Select the sales order line.

3. On the Lines FastTab, on the action bar, select Line > Functions > Open and Calculate Trading Board to calculate the entries based on the values of the sales order line.
   Alternatively, you can use Ctrl+Alt+W.

   The system opens the Trading Board page and executes the Calculate action automatically based on the following sales line fields as filters.

   Filter	Description
   Item No.	This is the item number in the sales order line.
   Location Code	This is the location code in the sales order line.
   Availability Date To	This is the shipment date in the sales order line.
   Global lot attributes	These are the global lot attribute values of the item.

   • You can view the items available from the push list by adding a filter in the Push List Code field. For more information, see Manage the push list.
   • You cannot calculate the trading board from the sales order line when the sales order is in Released status. Also, you cannot execute the Open and Calculate Trading Board action when the sales line has a quantity shipped or when present in a logistical document.

4. On the Entries FastTab, in the Quantity field, enter the number of items to be sold.

   
   The value should not exceed the available quantity.

5. In the Unit Price field, enter the price per trading unit of measure based on the currency of the linked document. Whether the Unit Price field is editable is determined by the pricing strategy setup on the Trading Board Setup page. For more information, see Pricing on the Trading Board.

6. Use the assign actions to assign the trading board entries that have quantities to the line of the linked sales document. For more information, see Assign actions. In the case where multiple lot numbers are selected, all the quantities will be added on the same sales order line.
   The FactBox now displays the linked sales order number and line number when you select the trading board entry.

   
   You can also use the Calculate function again. In that case, the sales order number is kept as the linked document, but the link with the line number is lost.