Set up trade plans for production costs

You can configure trade plans for production costs, ensuring accurate allocation of production-related costs, such as packing.

To set up a trade plan for production costs, follow these steps:

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

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

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

   Field	Description
   No.	Specifies the code of the trade plan, based on the number series defined on the Trade Management Setup page. Alternatively, you can manually enter a code, for example, Packing.
   Description	Enter the description of the trade plan, for example, Packing Costs.
   Status	Select the status of the trade plan. The available options are: Draft: You can edit the trade plan. This is the default status of a newly created trade plan. Active: The trade plan can be used in documents. The trade plan rates cannot be edited or deleted when the trade plan is set to this status. Inactive: The trade plan is not valid and cannot be used in documents. The system automatically sets the Status field value to Inactive when the trade plan has an incorrect setup and requires modification.
   Trade Plan Type	Select Production to set up the trade plan for periodic costs.
   Invalid	The system automatically turns on this toggle and updates the Status field value to Inactive when a trade plan has an incorrect setup and requires modification. To update the trade plan, you must first set the Status field value to Open and then to Active. The system displays errors that guide you to make the necessary changes to the trade plan. After the errors are resolved, the system turns off the toggle, allowing you to change the Status field value to Active to use the trade plan.

4. On the Details FastTab, in the Work Center field, select the work center where the production is carried out. The system will post the production cost to the selected work center.
   The available work centers are filtered as follows:

   • The Blocked toggle is turned off.
   • The Unit Cost Calculation field value is set to Units.
   • The Specific Unit Cost toggle is turned on.
   • The Subcontractor No. field value is blank.
   • The Flushing Method field value is set to Manual.

   The trade plan is set up.

To set up trade plan rates for the trade plan, see Set up trade plan rates for production costs.