Set up trade plan rates for production costs

For trade plans with the Trade Plan Type field set to Production, you can set up trade plan rates as follows:

1. Open the required Trade Plan Card page.

2. On the action bar, select Rates.
   The Trade Plan Rates page opens.

3. You can add trade plan rate lines and enter the required information in the following fields:

   Field	Description
   Source Type	Specifies the type of source to which the rate applies. The available options are: All Locations and Location.
   Source No.	Select the location number to which the rate applies. This field is editable only when the Source Type field value is set to Location.
   Item Type	Select the type of item to which the rate applies. The available options are: All Items, Item, and Item Category.
   No.	Select the item or item category number to which the rate applies. This field is not editable when the Item Type field value is set to All Items.
   Variant Code	Select the variant of the item to which the rate applies. This field is available only when the Item Type field value is set to Item and the No. field value exists.
   Rate Type	Select the type of rate. The available options are: Amount per Output Unit, Amount per Output Net Weight, Amount per Consumption Unit, Amount per Consumption Net Weight, and Amount per Output Shipping Container.
   Packaging Type	Specifies the type of packaging, restricted to shipping containers. A shipping container (for example, a pallet) can contain multiple stacked shipping units, such as cases or crates. The system automatically updates this field value to Shipping Container when the Rate Type field value is set to Amount per Output Shipping Container.
   Packaging Code	Select a shipping container 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.
   Global Lot Attributes	Specifies the global lot attribute values (1 to 8) of the item as set up on the Advanced Attributes Setup page. This field is visible only when the Aptean Advanced Attributes extension is installed.
   Rate	Enter the rate amount.
   Unit of Measure Code	Select the unit of measure for the item(s) to which the rate applies. You can select this field value for an item, when the Item Type field value is set to Item.
   Starting Date	Select the date from which the rate is applicable.
   Ending Date	Select the date until which the rate is applicable.
   Trade Partner	Select the trade partner to which the rate applies. You can only select one trade partner per location. This field is editable only when the Rate Type field value is set to Amount per Output Unit. This field is not editable when the Rate Type field value is set to Amount per Shipping Container.

   The Packaging Type and Packaging Code fields, and the Amount per Shipping Container option in the Rate Type field are visible only when the Aptean Packaging extension is installed.

4. On the action bar, select Item Exclusions, Location Exclusions, Vendor Exclusions, or Customer Exclusions to add filters for exclusions as required.
   The system updates the exclusion information on the Excluded Values section of the FactBox.
   The trade plan rate is set up.