Manage trade plan rates exclusions

Trade Management  •  Article  •  7/9/2025  •  3 min

Setting up the exclusions allows you to exclude specific items, locations, shipment methods, customers, vendors, and global lot attributes from the trade plan. With this, you can prevent trade costs and pricing from being applied to sales and purchase documents.

The Trade Plan Rates page incorporates Item Exclusions, Location Exclusions, Shipment Method Exclusions, Vendor Exclusions, Customer Exclusions, and Global Lot Attribute Exclusions functions to establish exclusions for the trade rate calculations. If any order line includes one of the specified excluded records, the trade rate/price will not be applied to that specific document line. When creating a sales and purchase document with selected exclusions, the trade plan rates associated with that trade plan will not be utilized.

For example, when placing sales orders for a customer through a sales agent who earns a commission based on the sales price, additional costs are typically included to cover the commission. However, in certain cases, a sales order for the same customer may be placed directly without involving the sales agent. In such scenarios, preventing the cost from being added without changing the system setup should be easy.

The Excluded Values FactBox displays the exclusion sets already assigned to the trade plan rate line on the Trade Plan Rates page. You can access and view the specific exclusion records by clicking the corresponding number (e.g., "2") in FactBox.

The following procedure explains how to set customer exclusion. The steps are similar for all other exclusions.

  1. On the Trade Plan Rates page, select Customer Exclusions.
  2. In the Value field, select the required code from the drop-down menu.
    The trade plan rate exclusions are now set up.


    You can add multiple records by adding "|" between each value.

When exclusions are added or deleted to the trade plan, a notification will appear in a blue bar at the top of the Trade Plan Rates page.

The following procedure explains how to remove the exclusions that have been set. The process is similar for all exclusions except for global lot attributes exclusions.

  1. Open the Trade Plan Rates page.
  2. In the Excluded Values FactBox, select the No. of Customer Exclusion.
    The Trade Plan Customer Exclusions page opens.
  3. Select the required exclusion that you want to delete.
  4. On the action bar, select Manage > Delete.
    The selected customer exclusion is successfully removed.


    The exclusions for global lot attributes can only be removed through the Trade Plan Global Lot Attribute Exclusions page, from which you initially set the exclusions. The Trade Plan Global Lot Attribute Exclusions page cannot be accessed through the search function.