Calculate the trading board and assign lots by FIFO automatically from documents
Trading Board
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Article
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4/12/2024
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You can calculate the trading board and assign lots by FIFO automatically from sales orders, sales order lines, transfer orders, and transfer order lines. The date on which the lot is assigned depends on the Assign FIFO field value of the Trading Board Setup page. For more information, see Set up the trading board.
You cannot assign lots by FIFO automatically for partial quantity.
To calculate the trading board and assign lots by FIFO,
- On the Sales Order or Transfer Order page, on the action bar, select Actions > Functions > Trading Board > Calculate and Assign by FIFO.
The Trading Board page opens with the lots assigned.
You can make changes to the lot assignment if required and use the Assign action to assign the trading board entries that have quantities to the lines of the linked sales or transfer order. For more information, see Assign quantities to linked documents.