Trading Setup (Reference)
Every field on the setup card. Find it by searching for Trading Setup or through Assisted Setup; the fastest way through the initial configuration is the step-by-step guide.
General
| Field | Meaning |
|---|---|
| Enabled | Master switch. Off = every trigger and batch entry point exits immediately. Lets you silence Trading without uninstalling it |
| Automation Level | How far Trading may act on its own — see Automation Levels. A ceiling, not a promise |
| Sourcing Strategy | One vendor for the whole order, each line to its cheapest, or proposal only (see below) |
| Transmission Blocked (Emergency Stop) | Blocks every transmission immediately. Purchase orders keep being created and wait. Checked immediately before every transmission, so a job queue run already in flight still honours it |
Sourcing strategies
| Strategy | Behaviour |
|---|---|
| Single Vendor (Total Cost) | One vendor supplies the whole order. Compared on landed cost — fewest parcels, one invoice, one contact |
| Line Split (Cheapest per Line) | Each line goes to its cheapest vendor. Cheaper on goods, more expensive in freight and effort |
| Proposal Only | Trading decides and logs but never creates anything — a person takes over from the log |
Why the cheapest vendor does not always win
Under Single Vendor only a vendor that can supply the order completely counts. A vendor covering two of three lines is almost always cheaper than one covering all three — precisely because it leaves a line out. Trading walks the vendors from cheap to expensive and takes the first complete one.
Safety gates
| Field | Meaning |
|---|---|
| Minimum Margin % | Margin the order must leave after the landed cost. Below it the run stops |
| Max. Offer Age (Hours) | How old offer data may be for an automatic order. Set above the supplier's longest import interval |
| Max. Order Value (LCY) | Purchase value above which a single order needs approval |
| Max. Price Deviation % | How far the price may move between decision and transmission |
| Max. Value per Vendor and Day (LCY) | Daily volume per vendor above which further orders need approval |
Every gate is switched off with 0. Full detail: Safety Gates.
When to source
| Field | Meaning |
|---|---|
| Source on Sales Order Release | Releasing a sales order starts a run. Fits when orders are checked by a person before they may be ordered |
| Source on Marketplace Order Import | A marketplace order is sourced the moment it becomes a sales order. This is the path that removes the manual step entirely |
Both are off to begin with. Switch on the one that matches how your orders arrive — or neither, and source by hand from the sales order.
The job queue is the safety net
A job queue entry for codeunit ALN MCTR Job Queue catches what the triggers miss: orders created before Trading was switched on, or runs that failed on a temporary problem. Every 15 to 60 minutes is usually right.
Notifications
| Field | Meaning |
|---|---|
| Notify on Blocked Run | Whether a run a gate stopped sends a message. Leave this on — a blocked run means an order is waiting for someone |
| Notification Email | Recipient. Empty = the platform-wide address from the merchantCENTRAL setup |
Last run
| Field | Meaning |
|---|---|
| Last Sourcing Run | When Trading last sourced a sales order |
| Last Run Result | How it ended |
Both are read-only and exist for a quick sanity check: a date from the day before yesterday, while orders arrive daily, means something is not running.
License
The License fact box shows the status of module TRADING and starts a demo if needed. In sandbox environments Trading runs without a license.