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Trading programs

Trading programs are used to organize, control and monitor program lines for a trading partner. Multiple trading programs can be set up for a trading partner. Each trading program contains one or more program lines, and each program line must belong to a single trading program.

Multiple settings must be configured when setting up a trading program. One of these is the trading program type version, which will control the ‘Terms’ data that is stored against a trading program while also dictating the mechanisms that can be selected for the trading program’s program lines.

Once a trading program and its program lines are configured, it can be approved using the approval workflow process; this is an optional process and therefore may not be enabled for you. Furthermore, a trading program's actual and forecasted earnings can be analyzed on a week-by-week basis through the Analysis page.

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