The Extended Trade and Manufacturing app enhances Business Central's trade and production planning.
Current Version:
1.0.1.0as of Business Central 28
Manual
Creation date: 2026/10/23 The current version of this manual can be found at:
☰ Contents
General
App Extended Trade and Manufacturing The Extended Trade and Manufacturing app extends the standard Business Central processes for manufacturing, purchasing, inventory, and material planning. It brings related demand and supply information closer to production users and adds tools for identifying material requirements, preparing output postings, and working with lot and package numbers...
Setup
App Setup No technical setup is required for the Extended Trade and Manufacturing app. After installation, all features are available automatically. Optional setup is available for production and package numbering features...
Tasks
Working with the App 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...
Pages
Create Customized Lot No.
BOM Structure
Item Card
Item Journal Batches
Item List
Item Tracking Code Card
Output Journal
Prod. Order Comp. Line List
Prod. Order Components
Production BOM List
Production BOM
Purchase Lines
Purchase Order Subform
Appendix
Release Notes
Docs / Solution / Extended Trade and Manufacturing / General General
The Extended Trade and Manufacturing app extends the standard Business Central processes for manufacturing, purchasing, inventory, and material planning. It brings related demand and supply information closer to production users and adds tools for identifying material requirements, preparing output postings, and working with lot and package numbers.
The app is intended for production planners, production supervisors, inventory and warehouse users, purchasing users, and consultants who maintain manufacturing data. It complements the standard Business Central pages and uses the existing items, production BOMs, production orders, purchase orders, journals, item tracking codes, and number series.
1) Material availability and demand information
Additional fields on production order component lines, production order component line lists, purchase lines, and purchase order lines show demand and supply information for the related item. Depending on the page, users can see quantities on sales orders, quantities on component lines, inventory, net availability, and quantities on purchase orders.
This information helps production planners and purchasers assess whether a component is available, already expected from purchasing, or required by other production orders. The values provide context while reviewing component shortages and purchase requirements; they do not replace the standard planning calculation or posting processes.
2) Material Planning in BOM Structure
A dedicated material planning flag lets users identify items that should be included in material planning. Users can maintain the flag on the item card or item list, and can review or change it for component lines in the BOM Structure page.
When a BOM structure is opened, the material planning status is initialized from the related item. Changes made in the BOM structure are synchronized back to the item so that the item master and the structure remain consistent. From the item, production BOM, or BOM Structure pages, users can open the planning worksheet. The Calculate Plan report can also be filtered to items marked for material planning. The BOM Structure page provides actions to activate or deactivate material planning for all visible component lines, or to deactivate it for all items.
Only one user can work with material planning for the same item at a time. This session control prevents competing changes while the material planning worksheet is being used.
3) Production and Output Journal
The app supports output journal preparation for production orders. A journal batch can be configured to automatically explode the routing when a production order number is entered. Users can choose whether the routing suggestion should include all operations or only the last operation.
The Create Customized Lot No. action can split an output quantity into several output journal lines. It can increment lot numbers and, when required, create or increment package numbers. The package number can be entered manually or suggested from the Package Nos. number series configured in Inventory Setup. The action is intended for output journal lines and validates the entered quantities and number values before creating the lines.
The main setup requirements and practical workflows are described in App Setup and Working with the App. Page-specific explanations are available from the help index.
No technical setup is required for the Extended Trade and Manufacturing app. After installation, all features are available automatically. Optional setup is available for production and package numbering features.
Prerequisites and notes
Material Planning can be enabled for item lines regardless of the Replenishment System.
Material Planning mode is started via the Material Planning action on item and production BOM pages.
BOM Structure values are prefilled from item master data when item lines are initialized.
Changes to Material Planning directly in BOM Structure immediately synchronize to the related item.
Optional production setup
Enable Item Tracking on Lines on the relevant item journal batch to enter serial, lot, package, expiration, and warranty information directly on output journal lines.
Set Package Nos. in Inventory Setup if package numbers should be suggested from a number series.
Set Lot No. Suffix on the relevant Item Tracking Code Card if a suffix should be appended to suggested output lot numbers.
Enable Auto. Explode Routing on the relevant item journal batch to automatically explode routings in the output journal.
Enable Suggest Last Operation on the item journal batch to suggest only the final routing operation.
Docs / Solution / Extended Trade and Manufacturing / Tasks Working with the App
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.
Continue planning via Planning Worksheet.
Docs / Solution / Extended Trade and Manufacturing / Pages Create Customized Lot No.
This dialog creates one or more output journal lines from the current output journal line and distributes the output quantity across lot numbers.
Fields
Item No.
Shows the item from the current output journal line. Use AssistEdit to open the item card.
Variant Code
Shows the variant from the current output journal line when one is specified.
Customized Lot No.
Specifies the lot number for the created lines.
Lot No. Increment
Specifies how the lot number is advanced for each additional line.
Quantity to Create
Specifies the total output quantity to distribute.
Qty. per Lot No.
Specifies the output quantity assigned to each lot.
Create New Package No.
Specifies whether package numbers are assigned to the created lines.
Customized Package No.
Specifies the first package number when package assignment is enabled.
Package No. Increment
Specifies how package numbers advance. Zero reuses the same number.
Before you start
The current line must be an output journal line that supports item tracking, either directly or through existing reservation entries. Quantities and lot numbers must be valid and positive where required.
In Material Planning mode, BOM Structure shows item lines and lets you maintain the Material Planning flag for the related items.
Material Planning actions
Material Demand (Activate) sets Material Planning to Yes for all item lines in the displayed structure.
Material Demand (Deactivate) sets it to No for all item lines in the displayed structure.
Material Demand (Deactivate All Items) clears the flag for all items, including items outside the current structure.
Planning Worksheet opens the standard planning worksheet.
Editing the structure
The Material Planning field is visible and editable only in Material Planning mode. Changes are synchronized to the related item immediately. The mode allows only item lines and prevents two users from planning the same item simultaneously.
The Item Tracking Code Card adds the suffix used when the app suggests a lot number for an output journal line.
Lot No. Suffix
Enter a suffix to append to the production order number when a customized lot number is suggested. For example, order PO-1000 with suffix -A produces PO-1000-A. Existing output lot numbers for the order are considered when the next suggestion is calculated.
The Output Journal extension supports automatic routing suggestions and creates output journal lines with customized lot and package numbers.
Automatic routing
When Auto. Explode Routing is enabled for the journal batch, entering a production order number saves the line and explodes its routing. Suggest Last Operation limits the suggestion to the final operation.
Create Customized Lot No.
Use this action on an output journal line to split its output quantity across lot numbers. You can also assign package numbers, use the Package Nos. number series from Inventory Setup, and define increments. The final generated line receives any remaining quantity.
Docs / Solution / Extended Trade and Manufacturing / Pages Prod. Order Comp. Line List
This list shows extended demand and availability information for production order component lines.
Qty. on Sales Order
Outstanding sales demand for the item.
Qty. on Component Lines
Outstanding component demand in planned through released production orders. Drill down to inspect the lines.
Inventory
Inventory for the line's item, location, variant, and unit of measure.
Net Availability
Inventory minus component demand and sales demand.
Qty. on Purch. Order
Outstanding purchase receipts for the same item dimensions.
Values are recalculated as records are displayed. Related topic: Working with the App.
Docs / Solution / Extended Trade and Manufacturing / Pages Prod. Order Components
The page extension adds demand, inventory, supply, and net availability values to each production order component.
Qty. on Sales Order
Outstanding sales demand.
Qty. on Component Lines
Outstanding component demand; drill down to view the component lines.
Inventory
Inventory for the current item dimensions.
Net Availability
Inventory less component and sales demand.
Qty. on Purch. Order
Outstanding purchase supply.
Use these values when deciding whether a component can support the production order. Related topic: Working with the App.
Docs / Solution / Extended Trade and Manufacturing / Pages Production BOM List
The Production BOM List provides a Material Planning action for the first item linked to the selected production BOM.
Material Planning
Select a production BOM and choose Material Planning to open its BOM Structure in Material Planning mode. If no item is linked to the production BOM, the action cannot open a planning structure.
The Purchase Lines page adds the quantity of the purchased item that is still required on outstanding production order component lines.
Qty. on Component Lines
This value is filtered by item, location, variant, and unit of measure. It includes planned, firm planned, and released component demand and helps buyers compare a purchase line with current production demand.
Docs / Solution / Extended Trade and Manufacturing / Pages Purchase Order Subform
The Purchase Order lines subform adds the outstanding production component demand for the item on each purchase line.
Qty. on Component Lines
Use this value, filtered by item dimensions, to assess whether the purchase order line covers current planned, firm planned, and released production demand.
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build Overview in DevOps
NVXETM 1.0.1.0
as of Business Central 28 2026/09/23
Production and output journal enhancements
Added automatic routing explosion when a production order number is entered in an output journal line, controlled by the journal batch.
Added an option to suggest only the last routing operation.
Added lot number suffix setup on the item tracking code card.
Added the Create Customized Lot No. action for splitting output quantities across lot numbers.
Added optional package number assignment using the Package Nos. number series.
NVXETM 1.0.0.0
as of Business Central 28 2026/08/29
Initial Version
Added fields Qty. on Sales Order, Qty. on Component Lines, Inventory, Net Availability, and Qty. on Purch. Order to the Prod. Order Components and Prod. Order Comp. Line List pages.
Added field Qty. on Component Lines to the Purchase Lines page and the Purchase Order lines subform.
Introduced Material Planning on item master data: new flag to mark planning-relevant items.
Added the Material Planning flag to item and BOM Structure workflows, independent of the Replenishment System.
Extended BOM Structure in Material Planning mode with an editable Material Planning field per item line.
Implemented prefill during structure build: BOM Buffer lines inherit item status via event OnAfterInitFromItem.
Direct edits in BOM Structure now synchronize the related item immediately.
Added Material Demand actions for the current BOM Structure and a separate action to deactivate the flag for all items.
General
