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Extended Trade and Manufacturing


The Extended Trade and Manufacturing app enhances Business Central's trade and production planning.

Current Version: 1.0.0.0 as of Business Central 28.

Manual


Creation date: 2026/09/05
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXETM&L=en


☰ Contents



General

  • App Extended Trade and Manufacturing
    The Extended Trade and Manufacturing app enhances Business Central's production planning in two areas...

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...

Appendix

  • Release Notes

Docs  /  Solution  /  Extended Trade and Manufacturing  /  General
 General

The Extended Trade and Manufacturing app enhances Business Central's production planning in two areas:

1) Extended availability information

Additional fields on production order component lines and purchase lines show inventory, open sales demand, expected receipts, and existing production demand, including calculated net availability.

2) Material Planning in BOM Structure

A dedicated mode lets users mark items and components for material planning directly in the BOM structure. The feature includes automatic prefill from the item card, synchronization between BOM Buffer and Item, a global deactivation action, and a session lock that prevents concurrent access to the same item's material planning.

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

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 OrderShows 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 LinesShows 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.
InventoryShows the current inventory quantity of the item, filtered by the location code, variant code, and unit of measure of the current component line.
Net AvailabilityShows 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. OrderShows 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

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 LinesShows 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.

Material Planning

Material Planning extends BOM analysis in the BOM Structure window with a dedicated Material Planning flag per item line.

Entering Material Planning mode

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

  1. Open Item or Production BOM and start Material Planning.
  2. Review the already automatically expanded structure and verify the prefilled values.
  3. Adjust individual component flags if required.
  4. Optionally run Material Demand (Activate) or Material Demand (Deactivate) for mass updates.
  5. Continue planning via Planning Worksheet.

Docs  /  Solution  /  Extended Trade and Manufacturing  /  Appendix
 Release Notes

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 1.0.0.0

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 business rule: the flag can only be enabled when Replenishment System is Purchase.
    • Added automatic consistency: changing replenishment from Purchase to another value resets the flag to No.
    • 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.
    • Mass actions Material Demand (Activate/Deactivate) process only item lines with Replenishment System = Purchase.
    • Refined synchronization scope: reset applies only to items in the currently displayed BOM Structure, not globally to all items.
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