Link the trading board to existing documents

Trading Board  •  Article  •  12/4/2024  • 

You can link trading board entries to existing documents from the Trading Board page.

The following procedure outlines how to link trading board entries to existing documents.

  1. Open the Trading Board page.

  2. On the action bar, select Select Document and then select the following actions as required.

    ActionDescription
    Sales OrderOpen the Sales List – Order page to view a list of sales orders that can be linked to the trading board.
    Transfer OrderOpen the Transfer Orders page to view a list of transfer orders that can be linked to the trading board.
    Production OrderOpen the Prod. Order Line List page to view a list of production orders that can be linked to the trading board.
    Assembly OrderOpen the Assembly Orders page to view a list of production orders that can be linked to the trading board.

  3. Select the documents you want to link the trading board with and then select OK.
    The trading board is linked to the selected documents.