Set up trade plan exclusions

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

You can set up exclusions for a trade plan to prevent the system from applying trade costs/prices to specific combinations of purchase and sales documents.

For example, sales orders for a customer are typically placed through a commissioner (a sales agent who earns a commission based on the sales price), and the associated commission costs are added to the sales price via a trade plan. However, if a sales order for the same customer is placed without involving the commissioner, you may want to exclude the commission cost from being applied via the trade plan. You can set up exclusions for the same to handle such exceptions without altering the overall system setup.

To set up trade plan exclusions, follow these steps:

  1. On the Trade Plan Card page, on the action bar, select Exclusions.

    This action is available only when any of the following toggles on the Accruals FastTab are turned on:

    • Use in Sales
    • Use in Purchase
    • Use in Sales Return
    • Use in Purchase Return

    The Filter Page page opens.

  2. You can add purchase related filters on the Filter: Purchase Exclusions FastTab and sales related filters on the Filter: Sales Exclusions FastTab.

    The system displays the Filter: Purchase Exclusions FastTab when the Use in Purchase and/or Use in Purchase Return toggles are turned on and the Filter: Sales Exclusions FastTab when the Use in Sales and/or Use in Sales Return toggles are turned on the Trade Plan Card page.

    Any field available on either purchase or sales header can be set up as a filter field to base exclusions on. Further, you can use wildcards to define more complex filter criteria (For example, Location = LOCATIONA|LOCATIONB or <>LOCATIONC).

  3. Select OK.

    The trade plans exclusions are set up.

  • If the related toggles are turned off on the Trade Plan Card page, the system deletes the exclusions set up, even when there are existing documents using the trade plan.
  • If the toggles are turned on again later, the system does not retain the previously selected filters.