Set up deferred costs

On the Deferred Costs page, configure the codes that define how each type of deferred cost is categorised, which source document it references, and which trade plan governs the allocation rates. The following procedure describes how to perform this activity.

1. Select the Search icon, enter Deferred Costs, and then choose the related link.
   The Deferred Costs page opens.
2. Select New.
   A new line becomes available for input.
3. Enter a unique identifier in the Code field, and then enter a name in the Description field.
4. In the Allocation Method field, select how the cost is distributed across posted purchase receipt lines.
5. In the Period Method field, select which date boundaries are applied when filtering purchase receipt lines during allocation.
6. In the Source Table ID field, select the Business Central table that the deferred cost entries created from this code reference.

7. In the Trade Plan No. field, select the trade plan that governs the rates for this deferred cost.
   The lookup shows only trade plans with Trade Plan Type = Deferred Cost, Status = Active, Accrual Type = Standard Cost, Rate Type = Amount per Unit, and an item charge assigned.

   Field	Description
   Code	Specifies a unique identifier for the deferred cost.
   Description	Specifies the name of the deferred cost type.
   Allocation Method	Specifies how the deferred cost is distributed across posted purchase receipt lines. Select Surface and Weight to allocate proportionally first by plot surface area and then by net weight within each plot. Select Weight to allocate proportionally by net weight only.
   Period Method	Specifies the date boundary constraint applied when filtering receipt lines during allocation. Date From requires a start date. Date To requires an end date. Date Range requires both. Leave blank to apply no date filter.
   Source Table ID	Specifies the Business Central table that deferred cost entries created from this code reference, such as the Harvest Order Header table.
   Source Table Name	Specifies the name of the source table selected. This field is calculated automatically.
   Trade Plan No.	Specifies the trade plan used to create trade cost orders when allocating the deferred cost. Only trade plans with Trade Plan Type = Deferred Cost are available in the lookup.
   Trade Plan Description	Specifies the description of the selected trade plan. This field is calculated automatically.

8. Repeat steps 3–8 for each deferred cost type.

The system validates the trade plan criteria when Trade Plan No. is set. If a trade plan referenced by a deferred cost code no longer meets the required criteria, the system blocks the trade plan from being set to Active status and displays an error that identifies the deferred cost code.