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Order Matrix

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  • Updated on May 22, 2026
  • Published on Mar 2, 2026
  • 6 minute(s) read
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Feature Overview

The Order Matrix is a standalone grid page that gives an item-level overview of inventory and order quantities alongside specification values — all in one view. For each item loaded into the matrix, it shows the current Inventory, Quantity on Purchase Order, and Quantity on Sales Order as read-only columns. You can then enter a Quantity to Order per item and use the Create Sales Order Lines action to create sales order lines for those quantities in one operation.

The page is opened from the Item Card via Master Data Information → Order Matrix, and is also available from the Item List. It always opens in the context of items (table 27). Its purpose is to support purchasing and sales planning scenarios where you want to review specification attributes, current stock, and open order quantities side by side across many items, and then act on that review by creating new sales order lines.

Like the Information Matrix, the Order Matrix is template-driven. It uses the same Matrix Setup template structure — a template defines up to 15 specification columns. Records are loaded using Import Lines, Import from Specifications, or Import from Specification Search. A Location Filter on the page header restricts inventory and order quantity calculations to a specific warehouse location.

When the Reverse Planning app (a separately licensed Abakion app) is installed and enabled, additional actions appear: Suggest Quantity to Order (automatically calculates a suggested order quantity based on inventory position) and Create Supply Orders (creates purchase or production supply orders from the suggested quantities via the Reverse Planning Worksheet).

Key Facts

Area Detail
Where to open Item Card → Master Data Information → Order Matrix; also available from the Item List
What it shows Specification columns (from the template) + Inventory, Qty. on Purchase Order, Qty. on Sales Order, Quantity to Order per item
Location Filter Restricts inventory and order quantity fields to a specific location
Create Sales Order Lines Creates sales order lines for all items with Quantity to Order > 0
Reverse Planning Optional Suggest Quantity to Order and Create Supply Orders actions (requires Reverse Planning app)
Max columns 15 specification columns per template
Integration points Information Codes, Information Values, Information Matrix (shared template structure), Reverse Planning (optional)

Getting Started

  1. Open an Item Card and choose Master Data Information → Order Matrix. The page can also be opened from the Item List via the same action.
  2. If no template is configured for your user, use Select Matrix Template to choose one, or open Matrix Template Card to set up a new template.
  3. Optionally set a Location Filter in the header to restrict inventory and order quantity calculations to a specific location.
  4. Use Import Lines to load items into the matrix — define filter rows by BC table field and value (e.g. Item Category Code = OUTDOOR).
  5. Review the rows. Each item shows its specification values from the template columns, plus Inventory, Qty. on Purchase Order, and Qty. on Sales Order.
  6. Enter a Quantity to Order on the rows where you want to create sales order lines.
  7. Choose Create Sales Order Lines. Select or confirm the target sales order number. The app creates one sales order line per item with a Quantity to Order greater than zero.

Related Features

The Order Matrix shares its template infrastructure with the Information Matrix — the same Matrix Setup template that defines columns in the Information Matrix can also be used in the Order Matrix. Information Codes and Information Values define the specification columns available in templates. The Reverse Planning app extends the Order Matrix with automated quantity suggestion and supply order creation — these actions are only visible when Reverse Planning is installed and its feature flag is enabled.

User Stories

US-01: Review inventory and order quantities alongside specifications for a product group

As a Purchasing Agent
I want to see the current inventory, open purchase quantities, and open sales quantities for all outdoor items alongside their Material and Weight specifications
So that I can identify which items need replenishment based on their specification profile

Setup:

  1. Open the Order Matrix from the Master Data Information navigation.
  2. Select a template that includes Material and Weight columns.
  3. Use Import Lines to load items with Item Category Code = OUTDOOR.
  4. Review the Inventory, Qty. on Purchase Order, and Qty. on Sales Order columns alongside the specification values.
US-02: Filter inventory quantities to a specific warehouse location

As a Purchasing Agent
I want to see inventory figures for our main warehouse only, not the combined total across all locations
So that the order quantities I create are based on the correct location's stock

Setup:

  1. Open the Order Matrix.
  2. In the Location Filter header field, enter or select the relevant location code (e.g. MAIN).
  3. The Inventory, Qty. on Purchase Order, and Qty. on Sales Order columns now reflect only that location.
US-03: Enter order quantities and create sales order lines in bulk

As a Sales Manager
I want to enter order quantities for a group of items in the Order Matrix and create the sales order lines in one step
So that I do not have to add items to the sales order one by one

Setup:

  1. Load the relevant items into the Order Matrix.
  2. Review inventory and open order quantities per item.
  3. Enter the desired quantity in the Quantity to Order field for each item that should be ordered.
  4. Choose Create Sales Order Lines.
  5. Select the target sales order from the lookup or confirm the order number.
  6. The app creates one sales order line per item with a Quantity to Order greater than zero and opens the sales order.
US-04: Use Suggest Quantity to Order with Reverse Planning

As a Purchasing Agent
I want to automatically calculate the suggested order quantity for each item based on its current inventory position and demand
So that I do not have to manually assess each item's stock situation

Setup:

  1. Ensure the Reverse Planning app is installed and its feature flag is enabled.
  2. Load items into the Order Matrix.
  3. Choose Suggest Quantity to Order. The app calculates a suggested quantity per item based on inventory, purchase quantities, and sales quantities.
  4. Review the suggested Quantity to Order values.
  5. Adjust individual quantities as needed, then use Create Sales Order Lines or Create Supply Orders to act on the quantities.

Note: The Suggest Quantity to Order and Create Supply Orders actions are only visible when the Reverse Planning app is installed and enabled.

Field Reference

Field Where to find it What it does Default
Template Order Matrix header The active Matrix Setup template for this session — per-user Per-user default
Location Filter Order Matrix header Restricts Inventory, Qty. on Purchase Order, and Qty. on Sales Order to a specific location. Leave blank for company-wide totals Blank
No. of lines Order Matrix header Read-only count of records currently loaded 0
Inventory Order Matrix row Current item inventory — filtered by Location Filter if set Calculated
Quantity on Purchase Order Order Matrix row Open quantity on purchase orders — filtered by Location Filter if set Calculated
Quantity on Sales Order Order Matrix row Open quantity on sales orders — filtered by Location Filter if set Calculated
Quantity to Order Order Matrix row The quantity to create on a sales order line for this item. Editable. Used by Create Sales Order Lines and Create Supply Orders 0

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