Set up trade business groups

A trade plan can be set up for either a specific or a general level. Before you create a trade plan for a general level, the type for the customer, vendors, or items must be defined.

For customers and vendors, you can set up a Trade Business Group. This group can be linked to one or more customers, vendors, order addresses, or ship-to addresses and later to one or more trade plans. See chapter Trade Plan Groups for more information about linking a trade business group to a trade plan.

1. Select the Search icon , enter Trade Business Groups and then choose the related link.
   The Trade Business Groups list page opens.
2. On the action bar, select New.
3. In the Code field, enter a code for the trade business group.
4. In the Description field, enter a description for the trade business group.
   The trade business group is now set up. You can create multiple trade and business groups.

Assign a trade business group to a customer or vendor

1. Select the Search icon , enter Customers or Vendor, and then choose the relevant link.
   The Customers or Vendors list page opens.
2. Select and click the required No. to open the Customer Card page or Vendor Card page.
   Using the trade business groups is only possible when the pricing method for the sales/purchase document, i.e., the Price Calculation Method is set up as Advanced Pricing. This method is coming from the Advanced Pricing extension.
3. On the Invoicing FastTab, select the Trade Business Group field.
4. Select the required code from the drop-down menu.
   The trade business group will be copied to the sales document header when entering the customer. If a Price Reference Customer is linked to the Sell-to customer in a sales document header, the trade business group from the price reference customer will be used, otherwise the trade business group from the bill-to customer in the sales document header is used.
   The trade business group will be copied to the purchase document header when entering the vendor.

Assign a trade business group to a ship-to address or order address

1. Select the Search icon , enter Customers and then choose the related link.
   The Customers list page opens.
2. On the action bar, click Related > Customer > Ship-to-Address.
   Or select the Search icon , enter Vendors and then choose the related link. The Vendors page opens.
   On the action bar, click Related > Vendor > Order Addresses.
3. Select the related Code from the list.
4. On the Advanced Pricing FastTab, in the Trade Business Group field, select the required code from the drop-down menu.

When a user enters a different Ship-to address in the sales header of a sales document or the Order Address in the purchase header, the system will check if a different trade business group is set up for that ship-to address or order address. These will be given preference over the trade business groups assigned for the Customers or Vendors.