What's new in version 2403.0.0.0

Features

With this release of the Aptean Trading Board extension, you can:

• Create an assembly order and link it to the trading board from the Trading Board page. To know more, see Create an assembly order from the trading board.
• Link the trading board to an existing assembly order. To know more, see Link the trading board to existing documents.
• Open and calculate the trading board from the assembly order header and lines. To know more, see Open and calculate the trading board from assembly order header and Open and calculate the trading board from assembly order lines.
• Combine 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. To know more, see Set up the trading board.
• Determine on which date the lot is assigned based on FIFO. To know more, see Set up the trading board.
• Calculate the trading board and assign lots by FIFO automatically from sales and transfer orders. To know more see, Calculate the trading board and assign lots by FIFO automatically from documents.
• Set up the historic price calculation formula and determine whether the system must display it based on the item or lot-level. To know more, see Set up the trading board.

• Perform the following on the Trading Board page.

  • View the minimum, maximum, and average sales price per trading board line calculated based on the historic price setup.
  • View additional item description of the available inventory.
  • Expand each trading board entry to view detailed lot-level information.
  • Recalculate available inventory based on selected filters.

  To know more, see Use the trading board.

Enhancements/Modifications

With the enhancements made in this release, you can:

• Run a trading board calculation without selecting the Location Code field value on the Location FastTab of the Trading Board Filter page.
• Edit filters directly on the Filters FastTab of the Trading Board page.

To know more, see Use the trading board.

UI/UX changes

The following UI/UX changes have been made in this release.

• The Assign FIFO action has been added to the Trading Board Setup page.
• The following actions have been added to the Trading Board page.
  • Recalculate
  • Assembly Order
• The Open and Calculate action has been added to the Assembly Order page.
• The Calculate and Assign by FIFO action has been added to the header and the Lines FastTab of the Sales Order and Transfer Order pages.
• The Open and Calculate Trading Board action has been renamed to Open and Calculate on the Sales Order, Transfer Order, and Production Order pages.
• The following fields have been added to the Trading Board Setup page.
  • Expand View by Item/Location
  • Combine Lots
  • Calculation Formula
  • Show By
  • Assign FIFO
• The following fields have been added to the Trading Board page.
  • Description 2
  • Combine Lots
  • Min. Sales Price
  • Max. Sales Price
  • Average Sales Price
• The following fields have been added to the Linked Document section of the FactBox on the Trading Board page.
  • Assembly Item
  • Assembly BOM
  • Assembled Quantity
  • Quantity to Assemble
  • Assembly Document Status
  • Quantity to Consume
  • Unit Price
  • Applied Unit Price
  • Applied Price UOM Code
• The fields on the Filters FastTab of the Trading Board page have been made editable.