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 open the Trading Board page and calculate the entries based on the values of the sales order line.

   Note

   Alternatively, you can use Ctrl+Alt+W.
   The Trading Board page opens and executes the Calculate function 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.

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

   Note

   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.

   Note

   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.