Use the trading board

You can view available stock based on lot numbers per location and plan transactions with documents like sales, transfer, production, or assembly orders.

The following procedure outlines how to use the trading board.

1. Select the Search icon , enter Trading Board, and then choose the related link.
   The Trading Board page opens.
2. On the action bar, select Calculate.
   The Trading Board Filter page opens.
3. Select the following filters as required.

   Filter	Description
   Expand View by Item/Location	Select how to calculate and arrange trading board entries on the Trading Board page. The available options are: Standard Item No. & Location Code Location Code & Item No. By default, the system displays the value set up on the Trading Board Setup page.
   Location	>
   Location Code	Select a location.
   Push List
   Push List Code	Select the push list code to view items available from the push list. For more information, see Manage the push list.
   Customer Profile	>
   Profile No.	Enter a profile number. The system filters and displays lot numbers related to the specified profile based on the configured inclusions and exclusions. This field is visible only when the Aptean Profiles extension is installed.
   External Filter	Select the filters based on growers and certification. For more information, see Filter the trading board based on growers and certification.
   Lot	Select global lot attribute filters. The global lot attributes are set up on the Advanced Attribute Setup page.
   Date	>
   Available From	Select the availability from date. The lots which are expected in the selected date range will be displayed on the Trading Board page. Additionally, the lots that are received in inventory and do not have availability date are always shown.
   Available To	Select the availability to date. The lots which are expected in the selected date range will be displayed on the Trading Board page. Additionally, the lots that are received in inventory and do not have availability date are always shown.
   Lot Attribute	Select the lot attribute filters.
   Trading Unit of Measure	>
   Trading Unit of Measure	Select a trading unit of measure: Base Unit of Measure, Purchase Unit of Measure, or Sales Unit of Measure. For more information, see Filter the trading board based on growers and certification.
   Filter: Item	Select item-related filters. Additionally, you can add filters as necessary.
   Filter: Lot No. Information	Select lot number related filters. Additionally, you can add filters as necessary.

The system displays the Last used options and filters option in the Use default values from field by default, specifying that the system applies previously used options and filters to the Trading Board Filter page.

4. Select OK.
   The trading board entries are displayed on the Entries FastTab of the Trading Board page.
   By default, you can view the following fields in the Simple view.

   Field	Description
   Item No.	Item number of the lot number defined when calculating the trading board.
   Description	Specifies a default text to describe the item.
   Lot No.	Specifies the code for the number series that will be used to assign numbers to the lot number of the available inventory.
   Location Code	Specifies the location code for the displayed quantities.
   Global Attributes	Global lot attributes 1 to 8 with their corresponding values.
   Availability Date	Specifies the date when the lot number is available.
   Available Quantity (Base)	Specifies the quantity available which is to be used in the base unit of measure. This value is calculated as: Available Quantity (Base) = {Inventory (Base) + Qty. on Purchase Order (Base) + Qty. on Sales Return Order (Base) + Qty. on Production Order (Base) + Qty. on Assembly Order (Base) + Qty. on Inbound Transfer (Base)} - {Qty. on Sales Order (Base) + Qty. on Prod. Component (Base) + Qty. on Asm. Component (Base) + Qty. on Purchase Return Order (Base) + Qty. on Outbound Transfer (Base)}
   Base Unit of Measure Code	Specifies the base unit used to measure the item, such as piece, box, or pallet. The base unit of measure also serves as the conversion basis for alternate units of measure.
   Quantity	Enter the item quantities you want to assign to the linked document in the trading unit of measure on a lot level. This field value cannot exceed the value on the Available Quantity (Base) field.
   Unit Price	Enter the unit price you want to use in the trading unit of measure on a lot level. This field is editable only when the Pricing Strategy field on the General FastTab of the Trading Board Setup page is set to Manual.
   Description 2	Specifies the additional item description of the available inventory.
   Min. Sales Price	Specifies the minimum sales price of the trading board line displayed in the base unit of measure based on the historic price setup.
   Max. Sales Price	Specifies the maximum sales price of the trading board line displayed in the base unit of measure based on the historic price setup.
   Avg. Sales Price	Specifies the average sales price of the trading board line displayed in the base unit of measure based on the historic price setup.
   Frozen	Indicates if the price is frozen. It is available only when the extension Aptean Advanced Pricing extension is installed. For more information, see Integration of Trading Board with Aptean Advanced Pricing extension.
   Error	Indicates if an error occurred when assigning the lot number to a document.For more information, see Error handling in the trading board.

5. On the action bar, select Advanced view to view the following additional fields:

   Field	Description
   Available Quantity (Sales)	Specifies the quantity available calculated to the sales unit of measure.
   Sales Unit of Measure Code	Specifies the sales unit of measure code associated with the item.
   Available Quantity (Purchase)	Specifies the quantity available calculated to the purchase unit of measure.
   Purchase Unit of Measure Code	Specifies the purchase unit of measure code associated with the item
   Inventory (Base)	Specifies the remaining quantity in inventory in the base unit of measure.
   Qty. on Purchase Order (Base)	Specifies the quantity to be received in purchase lines in the base unit of measure for this lot on this location.
   Qty. on Sales Return (Base)	Specifies the quantity to be received in sales return lines in the base unit of measure for this lot on this location.
   Qty. on Production Order (Base)	Specifies the remaining quantity in Production lines in the base unit of measure for this lot on this location.
   Qty. on Assembly Order (Base)	Specifies the remaining quantity in Assembly lines in the base unit of measure for this lot on this location.
   Qty. on Inbound Transfer (Base)	Specifies the quantity to be received in transfer lines in the base unit of measure for this lot on this location.
   Qty. on Sales Order (Base)	Specifies the quantity to be shipped in sales lines in the base unit of measure for this lot on this location.
   Qty. on Prod. Component (Base)	Specifies the remaining quantity in component lines in the base unit of measure for this lot on this location.
   Qty. on Asm. Component (Base)	Specifies the remaining quantity in assembly lines in the base unit of measure for this lot on this location.
   Qty. on Purchase Return Order (Base)	Specifies the quantity to be shipped in purchase return lines in the base unit of measure for this lot on this location.
   Qty. on Outbound Transfer (Base)	Specifies the quantity to be shipped in transfer lines in the base unit ofmeasure for this lot on this location.
   Qty. on Buffer Order (Base)	Specifies how many units of an item in a lot are allocated on the tracking lines of the linked buffer order for the specified location, in the base unit of measure of the item.
   Source No.	Specifies the Vendor No. for the lot number.
   Source Name.	Specifies the Vendor Name for the Vendor No.
   Document No.	Specifies the purchase order number.
   Pricing Strategy	Specifies the pricing strategy defaulted from Trading Board Setup page. For more information, see Integration of Trading Board with Aptean Advanced Pricing extension.
   Trading Unit of Measure Code	Specifies the trading unit of measure code in the sales unit associated with the item.
   Error Text	Specifies the error text produced when assigning lot to document line. For more information, see Error handling in the trading board.
   Combine Lots	Specifies whether this trading board line is combined by item number, location code, trading unit of measure code, unit price, and global lot attributes when assigned to an outbound document. The available options are: Uncombine Try to Combine For more information, see Set up the trading board. If you set the Pricing Strategy field to Manual or make changes to the Trading Unit of Measure Code field, the system changes the Combine Lots field value of the line to Uncombine.

• On the Filters FastTab of the Trading Board page, you can edit the filters as required.
• On the action bar, select Calculate > Recalculate to recalculate the trading board entries based on the filters selected.

You can add entries to the push list and open the push list directly from the trading board. For more information, see Manage the push list from the trading board.

You can link the trading board to existing sales, transfer, production, or assembly orders. For more information, see Link the trading board to existing documents.

Additionally, you can create sales, transfer, production, or assembly orders and link the trading board to the documents created. For more information, see Create and link documents from the trading board.

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. For more information, see Assign quantities to linked documents.