Trade group sets on sales and purchase orders

When entering or selecting the required item number on the sales line of a sales order, the system verifies the status of the Enable Trade Group Set 2 and Enable Trade Group Set 3 toggles on the Trade Management Setup page. Depending on which toggle is turned on, the system checks the corresponding trade group sets fields on the Purchase Order page.

The system examines the trade business group fields on the purchase header. If any of these fields contain a value, the system searches for the same value on the Trade Plan Groups page associated with the relevant trade plan. This verification occurs for trade plans where the Trade Rate Setup field value is set to Per Trade Business Group with Specific Item. To know more, see Specific item. The system considers the trade plan that matches the value of the trade business groups.

The system checks the trade product group fields on the purchase header. If any of these fields contain a value, the system searches for the same value on the Trade Plan Groups page associated with the relevant trade plan. This occurs for trade plans where the Trade Rate Setup field value is set to Per Trade Product Group with Specific Source. The system will consider the trade plan that matches the value in the trade product groups. To know more, see Specific source.

After determining the relevant trade plan, the system checks the trade plan rates on the Trade Plan Rates page associated with the trade plan.

Based on the trade plan rate hierarchy, the system automatically identifies and applies the appropriate trade plan rate to the sales order to calculate the document trade lines. To know more about the trade plan hierarchy, see Trade plan rate hierarchy.

• If the Trade Rate Setup field value is set to Per Trade Business Group with Specific Item, the system does not consider the Source Type, Source No., and Source Address field values when filtering the applicable trade plan rate.
• If the Trade Rate Setup field value is set to Per Trade Product Group with Specific Source, the system does not consider the Item Type, Item No., and Variant Code field values when filtering the applicable trade plan rate.

For details on how the system filters the relevant trade plan rate using global lot attributes, see Trade plan rate hierarchy with global lot attribute values.

The functionality works similarly to filter out the appropriate trade plan to be applied to the purchase order for calculating the document trade lines. Also, the system ensures that the correct trade plan is applied to the sales or purchase order, based on the configuration and values set in the trade business and product groups.