Set up trade management

On the Trade Management Setup page, you can assign a number series for the trade documents and set a default calculation base. The following procedure describes how to perform this activity.

1. Select the Search icon, enter Trade Management Setup, and then choose the related link.
   The Trade Management Setup page opens.

2. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Default Calculation Base	Select an option from the list: Current Price, Base Price, or Unit Cost. The calculation base specifies to which price the trade plan rate should be applied. This is applicable for the first trade plan line in the trade calculation and for trade plan lines in the calculation for which the price rule is a percentage. This calculation base will be used per default.
   Auto-Assign Trade Costs in Sales Doc.	Select the required option from the drop-down menu. It determines if trade costs should be automatically assigned at the header level of a sales or sales return order upon document release when no trade costs are already specified. The available options are Always: assign automatically, Never: manual assignment required before release if necessary, and Ask: prompt to confirm whether you want to calculate the trade costs automatically.
   Auto-Assign Trade Costs in Purchase Doc.	Specify whether trade costs on header level of a purchase (or purchase return) order should be assigned automatically when releasing the document, in case no trade costs are present yet. Options are: Always, Never (you should add costs manually before releasing if needed), or Ask (the system will ask whether you want to assign costs automatically).
   Accrual Posting Template	Specify the Gen. Journal Template to be used by the system when posting accruals to the general ledger.
   Accrual Posting Batch	Specify the Gen. Journal Batch to be used by the system when posting accruals to the general ledger.
   Check Purchase Invoice Amount On Posting	Specify whether a check is executed against the Doc. Amount Incl. VAT field in the purchase invoice header when posting the purchase invoice. For more information, see Use cost accrual selection.
   Enable Cost Correction Feature	Turn on the toggle if you want to use the cost correction feature and update all unposted and posted header cost tables. Important When using this functionality the system migrates data from posted purchase, posted transfer, and sales cost tables into new tables to better support the complex setup. Any existing reporting/querying customization done to the old tables must be migrated to the new tables. The initiation of the feature migrates the data one time and this cannot be undone. For more about the cost correction feature, see Manage cost correction.
   Freight Cost Calculation	Specifies if the freight costs are calculated for this shipment method. The available options are: Transport Order: Calculated for transport orders only. Documents: Calculated for sales, purchase, transfer, sales return, and purchase return orders only. Both: Calculated for both transport orders and documents, but a trade plan can apply only to either transport orders or documents. If the value is false, no cost calculation and cost assignment will happen.

• You cannot change the Freight Cost Calculation field to empty from Transport Order if there are unposted transport orders configured for freight cost calculation.
• If the freight cost calculation is changed to empty all trade plans with trade plan type freight will be inactive.
• You can only close the Trade Management Setup page if both the Accrual Posting Template and Accrual Posting Batch fields contain values or if neither field contains a value.
• In Belgium localization, you can post the sales order only if the Accrual Posting Template and Accrual Posting Batch fields have values in them.

3. On the Number Series FastTab, enter the required information in the following fields:

   Field	Description
   Trade Plan Nos.	Specifies the code for the number series that will be used to assign numbers to trade plans.
   Trade Partner Nos.	Specifies the code for the number series that will be used to assign numbers to trade partners.
   Trade Cost Order Nos.	Specifies the code for the number series that will be used to assign numbers to cost orders.
   Trade Statement Nos.	Specifies the number series code which is used to assign numbers to the trade statements.

4. On the Report FastTab, select the related report ID from the drop-down menu in the respective fields.
   It prints the trade accrual summary, trade statement summary, and trade statement detailed reports.
   The setup for trade management is completed.