View periodic cost lines

The system processes item ledger entries and generates periodic cost lines for trade plans with the Trade Plan Type field value set to Periodic. For more information, see Calculate periodic costs.

To view periodic cost lines, follow these steps:

1. Select the Search icon , enter Periodic Cost Lines, and then choose the related link.
   Alternatively, on the Trade Plan Card page, on the action bar, select Related > Periodic Cost Lines to view the periodic cost lines calculated for a specific trade plan.
   The Periodic Cost Lines page opens.

2. You can view the information about the periodic cost lines in the following fields:

   Field	Description
   Entry No.	Specifies the periodic cost line number.
   Item No.	Specifies the item number.
   Variant Code	Specifies the variant code of the item.
   Receipt Item Ledger Entry No.	Specifies the item ledger entry number to which the periodic cost applies. The system will create a new periodic cost line for each receipt on a location.
   Receipt Entry Type	Specifies the type of transaction associated with the item ledger entry.
   Receipt Document Type	Specifies the type of document associated with the item ledger entry.
   Receipt Document No.	Specifies the document number associated with the item ledger entry.
   Receipt Document Line No.	Specifies the document line number associated with the item ledger entry.
   Receipt Lot No.	Specifies the lot number associated with the item leger entry.
   Location Receipt Item Ledger Entry No.	Specifies the location code associated with the item ledger entry.
   Location Receipt Entry Type	Specifies the type of transaction associated with the location.
   Location Receipt Document No.	Specifies the document number associated with the location.
   Location Receipt Document Line No.	Specifies the document line number associated with the location.
   Location	Specifies the location code associated with the item ledger entry.
   Receipt Date Location	Specifies the receipt date of the item at the location.
   Location Receipt Lot No.	Specifies the lot number associated with the location.
   Trade Plan	Specifies the trade plan from which this periodic cost is calculated.
   Last Calculation Date	Specifies the date when the periodic cost calculation was last run. You can select the value to view the periodic cost line entries.
   Remaining Quantity	Specifies the calculated remaining quantity. You can select the value to view the periodic cost line entries.
   Amount	Specifies the calculated amount of periodic costs. This value is calculated as the sum of Amount field values of all the periodic cost line entries. You can select the value to view the periodic cost line entries.
   Posted Amount	Specifies the amount of periodic costs that has been posted. You can select the value to view the periodic cost line entries.
   Open	Specifies whether all the periodic costs have been posted. The available options are: No: All the periodic costs have been invoiced. Yes: All the periodic costs have not been invoiced. You can select the value to view the periodic cost line entries.

3. Select a periodic cost line and then on the action bar, select Show Entries to view the periodic cost line entries for the selected periodic cost line.
   The Periodic Cost Line Entries page opens. You can view details of the periodic cost line entries in the following fields:

   Field	Description
   Entry No.	Specifies the item ledger entry number that relates to this periodic cost line entry.
   Periodic Cost Line Entry No.	Specifies the number of the periodic cost line entry.
   Calculation Date	Specifies the date the periodic cost line entry was calculated.
   Rate Type	Specifies the type of rate applied to the periodic cost line entry. The available options are: Amount per Unit, Amount per Net Weight, and Amount per Gross Weight.
   Trade Partner No.	Specifies the trade partner selected on the associated trade plan rate line.
   Periodic Cost Start Date	Specifies the data from which periodic costs should be calculated. This value is calculated by increasing the receipt date with the Free Storage Period field value on the associated Trade Plan Rates page.
   Periodic Costing Applicable	Specific the periodic costing applicable. This checkbox is selected if the calculation date is equal or after the periodic cost start date.
   Inventory Changes	Specifies whether the periodic cost entry involves inventory changes.
   Net Change	Specifies the calculated net change of inventory levels on the calculation date.
   Remaining Quantity	Specifies the calculated remaining quantity, based on the Net Change field value.
   Packaging Quantity (Expected)	Specifies the expected number of shipping containers at the time the receipt is posted, based on the default packaging setup of the item.
   Packaging Quantity Posted	Specifies the number of shipping containers received at the time the receipt was posted, based on the packaging lines that are linked to the specific receipt line.
   Eligible Base	Specifies the calculated eligible base. Depending on the rate type, this could be the quantity of the item, net weight of the item, or gross weight of the item that was received. For packaging costs, the system inherits this field value from the actual or expected quantity based on the Rate Application Method field value. For more information, see Set up trade plan rates for periodic costs.
   Rate	Specifies the calculated rate as originating from the selected trade plan rate line.
   Amount	Specifies the calculated amount to be added for periodic costing on the specific calculation date. This value is calculated by multiplying the Eligible Base field value with the Rate field value.
   Posted	Specifies whether the periodic cost line entry is posted.

4. Select a periodic cost line and then on the action bar, select Post Periodic Costs to post the periodic costs for the selected trade plan.
   The system updates the Posted Amount and Open field values, posts the periodic cost lines using trade cost orders, and creates relevant value entries and optionally trade accrual entries (interim).
   The system will continue to post periodic costs for each day based on the rules set out in the trade plan. This process ensures that all applicable costs are accounted for on an ongoing basis.

• If any errors occur during the posting of the trade cost order, the system will retain the related periodic cost lines in an unposted state. You can resolve the issue and then post the periodic cost.
• You cannot delete a periodic cost line with the Open field value set to No.
• You can view periodic cost lines related to trade plans, posted purchase receipts, and posted transfer receipts using the Periodic Cost Lines action.