Calculate periodic costs

Trade Management  •  Article  •  7/30/2025  •  2 min

You can run the calculation of periodic costs for trade plans with the Trade Plan Type field value set to Periodic. For more information, see Set up trade plans for periodic costs.

To run the periodic cost calculation, follow these steps:

  1. Select the Search icon , enter Calculate Periodic Costs, and then choose the related link.
    Alternatively, on the Trade Plan Card page, on the action bar, select Actions > Functions > Calculate Periodic Costs. The Trade Plan Type field value must be set to Active to calculate periodic costs from the trade plan.
    The Calculate Periodic Costs page opens.

  2. You can add and apply filters for the trade plan as required and then select OK.
    If the No. field value is left blank, the system calculates periodic costs for all trade plans with the Trade Plan Type field value set to Periodic.
    The system calculates periodic cost lines. For more information, see View periodic cost lines.