Set up trade plan rates per group

You can add a rate per group when the Trade Plan Setup field on the Trade Plan Card page is set to Per Group. The following fields are available on the Trade Plan Rates page.

Field	Description
Trade Rate Setup	Specifies that the trade rate is set up per group. This value is derived from the Trade Plan Card page.
Rate Type	Select the type of rate as set up on the Trade Plan Card page.
Packaging Type	Specifies type of packaging, restricted to shipping containers or shipping units. A shipping container (for example, a pallet) can contain multiple stacked shipping units, such as cases or crates. This field value is set to Shipping Container by default and is visible only when the Rate Type field value is set to Amount per Shipping Container or Amount per Shipping Unit on the associated Trade Plan Card page.
Packaging Code	Select a shipping container or unit code from the Packaging Types page. You must use the same packaging code for all trade plan rate lines, as only one shipping container can be defined per trade plan. This field value is editable only when the Rate Type field value is set to Amount per Shipping Container or Amount per Shipping Unit on the Trade Plan Card page.
Rate	Enter the rate (amount or percentage depending on the Rate Type field value on the Trade Plan Card page).
Currency Code	Specifies the currency in which the rate is specified. This value is derived from the Trade Plan Card page.
Unit of Measure Code	Select the unit of measure of the item(s) to which the rate applies. When an item is defined with multiple units of measure, the system applies the trade plan rate based on the unit of measure that matches the sales price unit of measure. If a matching unit of measure is not specified in the trade rate, the system uses an available unit of measure for the item and automatically recalculates the rate to align with the sales price unit of measure.
Volume Rates	Specifies whether the volume rates are set up for this rate line. You can select this value or the Volume Rates action to add volume rates. For more information, see Set up volume trade rates.
Volume Type	Specifies the type of volume for which volume rates can be set up. This value is derived from the Trade Plan Card page.
Starting Date	Select the starting date from which the rate is applicable. This value is copied from the Trade Plan Card page and can be updated if required. On sales and purchase orders, the system considers the date from the price reference setup (as specified on the Customer Card page). For all other sales and purchase documents, the system considers the order date or work date (if the order date is empty).
Ending Date	Select the ending date until which the rate is applicable. This value is copied from the Trade Plan Card page and can be updated if required. On sales and purchase orders, the system considers the date from the price reference setup (as specified on the Customer Card page). For all other sales and purchase documents, the system considers the order date or work date (if the order date is empty).
Trade Partner	Specifies the trade partner to which the rate applies. This value is derived from the Trade Plan Card page.
Location Code	Select the location code to which the rate applies.
Shipment Method Code	Select the shipment method that applies to the rate.

The trade plan rate is set up for the groups linked to this trade plan. You can create multiple trade. When there are multiple trade plan rates available for one trade plan, the system applies the most specific trade plan rate according to the trade plan rate hierarchy.