Open and calculate the trading board from assembly order lines

Trading Board  •  Article  •  12/4/2024  • 

You can access the trading board from an assembly order line to see the availability of a specific item based on the location and global lot attributes specified.

Ensure that the Consumed Quantity field value of the assembly order line is set to 0 and the Status field on the assembly order header is not updated to Released.

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

  1. Open the relevant Assembly Order page.
  2. On the Lines FastTab, select the assembly order line,
  3. On the action bar, select Functions > Open and Calculate Trading Board.
    The Trading Board page opens, and the system calculates the availability of the item based on the values in the assembly order line.
    This action cannot be selected if the remaining quantity on the buffer order line is less than the expected quantity. Additionally, it is unavailable when warehouse documents (warehouse pick, inventory pick) exist or when registered warehouse documents exist.
  4. On the Entries FastTab, in the Quantity field, enter the number of items to assemble.
    This value cannot exceed the Available Quantity field value.
  5. Use the assign actions to assign the trading board entries with quantities to the line of the linked assembly order. For more information, see Assign quantities to linked documents.
    The assembly order lines are updated with the item quantities. If multiple lot numbers are selected, all the quantities will be added to the same assembly order line.


    You can also use the Calculate action on the Trading Board page again. In that case, the assembly order number is kept as the linked document, but the link with the line number is reset.