Open and calculate the trading board from assembly order header

Trading Board  •  Article  •  12/4/2024  • 

You can access the trading board from the assembly order header to view the availability of items based on the location and global lot attributes specified.

The following procedure outlines how to open and calculate the trading board from an assembly order.

  1. Open the relevant Assembly Order page.
  2. On the action bar, select Actions > Functions > Trading Board > Open and Calculate.
    Alternatively, select the Alt + W keyboard shortcut.
    The Trading Board Filter page opens, with the Location, Availability To, and Profile No. fields populated based on the sales order.
  3. You can change the values of the Location, Availability To, and Profile No. fields, and add additional filters on the Trading Board Filter page.
  4. Select OK.
    The trading board entries are displayed on the Entries FastTab of the Trading Board page.

Subsequently, you can use the Assign action to assign the trading board entries that have quantities to the lines of the linked assembly order. For more information, see Assign quantities to linked documents.