Manage source type and location based trade plans

Trade plan calculations based on a location, such as all locations or a specific location, affect how trade plans are applied across various documents, including purchase, sales, sales return, and purchase return orders. When these location settings are defined in the trade plan setup, they influence the application of trade plans consistently across these documents.

However, when location from and location to are specified, the system limits the trade plan's application to transfer orders only. It does not apply these location-based calculations to sales or purchase documents.

Once the system assigns the trade plan to a document, it appears on the Document Freight Costs or Document Trade Costs page, where you can verify that the location-based trade plan and its rates have been applied correctly.