Set up the trading board

The following procedure outlines how to configure default setups.

1. Select the Search icon , enter Trading Board Setup, and then choose the related link.
   The Trading Board Setup page opens.

2. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Pricing Strategy	Select the default pricing strategy in trading board entries. The available options are: Price calculation or Manual. For more information, see Manage pricing.
   Production Order Status	Select the default production order status for new production orders created via the Trading Board page. The available options are: Planned Firm Planned Released
   Expand View by Item/Location	Select how to calculate and arrange trading board entries on the Trading Board page by default. The available options are: Standard Item No. & Location Code Location Code & Item No.
   Combine Lots	Select whether the trading board lines are combined by item number, location code, trading unit of measure code, unit price, and global lot attributes when assigned to an outbound document. The available options are: Uncombine Try to Combine
   Calculation Type	Select the calculation type to apply to trading board entries by default. The available options are: Blank: The trading board displays available quantities. Conflict: The trading board displays quantity or availability date conflicts between trading board entries and the related demand lines. For more information, see Manage demand lines.
   Historical Price
   Calculation Formula	Enter a negative time period value (days, weeks, months, or years) to calculate the minimum/maximum and average sales price for an item or lot. For example, -2M. This field is visible only when the Expand View by Item/Location field is set as Item No. & Location Code or Location Code & Item No. The system considers prices from the related sales orders, sales invoices, posted sales orders, and posted sales invoices for the historic price calculation.
   Show By	Select whether the system must display historic price calculation for trading board lines based on the item or lot level. The available options are: Item No. Lot No. This field is visible only when the Expand View by Item/Location field is set as Item No. & Location Code or Location Code & Item No.
   FIFO Assignment
   Assign FIFO	Select the date on which the lot is assigned based on FIFO. The available options are: Blank Lot Creation Date Lot Receipt Date
   Feature Update
   Remove Fresh Dependency Feature	Turn on the toggle to manually remove dependencies with other Aptean Fresh extensions, such as the Aptean Fresh Bridge extension. This allows you to install the Aptean Trading Board extension without requiring other Aptean Fresh extensions and all relevant fields from the Aptean Fresh extensions will be transferred to the Aptean Trading Board extension. Otherwise, the system will automatically apply this change when updating to Business Central, version 29.

3. On the action bar, select Update Lot. No Information to update lot number information. This is a one-time task to be done after installing the Aptean Trading Board extension. For more information, see Manage lot numbers.