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Release notes
Introduction
Manage permission sets
Set up the trading board
Manage pricing
Manage lot numbers
Use the trading board
Manage demand lines
Manage the push list
Link the trading board to existing documents
Create and link documents from the trading board
Open and calculate the trading board from documents
Assign quantities to linked documents
Calculate the trading board and assign lots by FIFO automatically from documents
Understand information stored on the lot level
Manage the reuse of lot numbers in incoming documents
Integrations
Error handling in the trading board
Keyboard Shortcuts
Search this module
Release notes
Introduction
Manage permission sets
Set up the trading board
Manage pricing
Manage lot numbers
Use the trading board
Manage demand lines
Manage the push list
Link the trading board to existing documents
Create and link documents from the trading board
Open and calculate the trading board from documents
Assign quantities to linked documents
Calculate the trading board and assign lots by FIFO automatically from documents
Understand information stored on the lot level
Manage the reuse of lot numbers in incoming documents
Integrations
Error handling in the trading board
Keyboard Shortcuts
Search this module

Setup

Trading Board  •  Article  •  12/4/2024  • 

The following setups are required.

  • Manage permission sets
  • Set up the trading board
  • Manage pricing
  • Manage lot numbers

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