The Extended Trade and Manufacturing app provides two main feature areas: enhanced availability information on production order components and purchase lines, and a dedicated material planning mode in BOM Structure.
This allows users to evaluate demand and availability directly in their working pages, mark items for material planning, use automatically prefilled values from item master data, keep BOM Buffer and Item values synchronized, run mass actions, and jump directly to the Planning Worksheet.
Production Order Components
For the page-specific layout and field details, see Prod. Order Components and Prod. Order Comp. Line List.
On the Prod. Order Components page and the Prod. Order Comp. Line List page, the following fields are added for each component line:
Additional Fields, Fields
Qty. on Sales Order
Shows how many units of the item are currently allocated to outstanding sales order lines. This gives an indication of how much of the existing inventory is already committed to customers.
Qty. on Component Lines
Shows how many units of the item are required across all outstanding production order component lines with status Planned, Firm Planned, or Released. Clicking the value opens a drill-down list of all corresponding component lines.
Inventory
Shows the current inventory quantity of the item, filtered by the location code, variant code, and unit of measure of the current component line.
Net Availability
Shows the calculated net availability of the item for the current component line. The value is filtered by location code, variant code, and unit of measure, and is recalculated each time the page is loaded or the active record changes. Formula: Inventory - Qty. on Component Lines - Qty. on Sales Order.
Qty. on Purch. Order
Shows how many units of the item are expected to arrive from outstanding purchase order lines. This helps to assess whether planned replenishments will cover the production demand.
Purchase Lines / Purchase Order
For the page-specific layout and field details, see Purchase Lines and Purchase Order Subform.
On the Purchase Lines page and on the lines subform of the Purchase Order page, the following field is added for each purchase line:
Additional Fields, Fields
Qty. on Component Lines
Shows how many units of the purchased item are currently required across all outstanding production order component lines with status Planned, Firm Planned, or Released, filtered by location code, variant code, and unit of measure. This allows buyers to quickly assess whether a purchase order covers existing production demand.
The item journal batch contains the following options:
Output journal batch options, Fields
Auto. Explode Routing
Automatically explodes the routing when a production order number is entered on an output journal line. The journal line is saved before the routing is exploded.
Suggest Last Operation
When the routing is exploded, inserts only the last routing operation as the suggested output operation.
To use the feature:
Open the relevant item journal batch.
Enable Auto. Explode Routing.
Optionally enable Suggest Last Operation.
Open the Output Journal and enter a production order number.
The options are batch-specific. This allows different output journal batches to use different routing suggestion rules.
Tracking numbers on journal lines
Enable Item Tracking on Lines on the item journal batch to enter tracking information directly in the output journal. The following fields become available on output journal lines:
Serial No.
Lot No.
Package No.
Expiration Date
Warranty Date
This allows lot and package information to be entered directly on the journal line instead of being entered through the item tracking page.
Lot number suffix
The Lot No. Suffix field is available on the Item Tracking Code Card. When a lot number is suggested for an output journal line, the suffix is appended to the production order number.
For example, if the production order number is PO-1000 and the suffix is -A, the suggested lot number is PO-1000-A.
Create customized lot and package numbers
The Create Customized Lot No. action is available in the Output Journal. It creates one or more output journal lines from the current line and distributes the output quantity by lot.
Before the dialog opens, the current output journal line is checked for item-tracking eligibility. The dialog can only be opened when the line supports item posting or has the required item-tracking entries. Otherwise, an error referring to the operation number is displayed and the dialog is not opened.
The dialog supports:
a customized lot number and a lot number increment,
a total quantity to create,
a quantity per lot number,
optional package number assignment,
a customized package number and a package number increment.
The last generated line receives the remaining quantity. This also handles quantities that are not an exact multiple of the quantity per lot number.
Package number series
When Create New Package No. is enabled, the next number from Package Nos. in Inventory Setup is shown as a suggestion. The number series is consumed only when that suggested value is accepted for the generated journal lines. If a package number is changed manually, the number series is not used.
A package number increment of zero reuses the same package number. A positive increment assigns a new package number to each subsequent generated line.
The mode is opened via the Material Planning action from:
Item Card
Item List
Production BOM
Production BOM List
In this mode, the UI changes as follows:
The page displays only lines of type Item.
The Material Planning field on BOM Structure becomes visible and editable.
Additional actions are available: Material Demand (Activate), Material Demand (Deactivate), Material Demand (Deactivate All Items), and Planning Worksheet.
Business rule for Replenishment System
The Material Planning flag can be enabled for any item regardless of its Replenishment System.
Session lock
Only one Material Planning session per item can be active at a time across all users.
When Material Planning is opened for an item, a session record is created for the current user.
If another user tries to open Material Planning for the same item while a session is already active, an error message is shown indicating which user currently has the session open.
The session record is automatically released when the Material Planning window is closed.
If the current user reopens Material Planning for the same item (e.g. after an unexpected close), the stale session record is silently reused without an error.
Prefill while building BOM Structure
When an item line is initialized in BOM Buffer, the Material Planning value is automatically copied from the related Item.
Prefill is applied only in Material Planning mode.
This ensures the initial state in BOM Structure matches the current status stored on the item card.
Direct editing in BOM Buffer
If users change the Material Planning field directly in BOM Structure, the related Item is synchronized immediately.
Yes/No changes in BOM Structure are written back to the item right away.
Mass actions in BOM Structure
The Material Demand (Activate) and Material Demand (Deactivate) actions work on all item lines within the current BOM Structure.
All BOM lines of type Item are processed, regardless of Replenishment System.
After each action, item flags are synchronized from the currently shown structure.
When deactivating or re-synchronizing, reset is limited to items contained in the currently open BOM Structure and is not applied globally.
The Material Demand (Deactivate All Items) action resets the Material Planning flag globally.
All items with Material Planning set to Yes are set to No, regardless of whether they appear in the current BOM Structure.
The flag is also reset in the currently shown BOM Structure buffer.
Open Planning Worksheet
The Planning Worksheet action opens the standard planning worksheet directly from Material Planning mode.
Recommended process
Open Item or Production BOM and start Material Planning.
Review the already automatically expanded structure and verify the prefilled values.
Adjust individual component flags if required.
Optionally run Material Demand (Activate) or Material Demand (Deactivate) for mass updates.
Working with the App
