Add trade plans to posted purchase receipts

Trade Management  •  Article  •  4/15/2025  • 

You can add trade plans to posted purchase receipts on both header and line levels.

To add trade plans to a posted purchase receipt on the header level, follow these steps:

  1. On the Posted Purchase Receipt page, select Related > Receipt > Document Trade Costs.
    The Posted Purchase Document Trade Costs page opens.

  2. On the action bar, select Add Document Trade Cost.
    The Add Document Trade Cost page opens.

  3. Enter the required information in the following fields:

    FieldDescription
    Trade Plan No.Select the trade plan you want to add to the purchase receipt. The system filters trade plans with:
    • The Status field value set to _Active_.
    • The Applies-to field value set to _Header_.
    • The Price Rule field value set to blank.
    • The Accrual Type field value set to _Actual Cost_ or _Standard Cost_.
    DescriptionSpecifies the description of the selected trade plan.
    Allocation MethodSpecifies the allocation method associated with the selected trade plan.
    AmountEnter the amount you want to add with the selected trade plan.
    Amount LCYSpecifies the Amount field value in local currency.
    Currency CodeSpecifies the currency code associated with the selected trade plan.
    Trade PartnerSpecifies the trade partner associated with the selected trade plan.

  4. Select OK.
    A posted purchase document trade cost line is created with the Trade Cost Source field value set to Trade Cost Order. The system creates value entries and trade accrual entries for the added trade plan.

To add trade plans to a posted purchase receipt on the line level, follow these steps:

  1. On the Posted Purchase Receipt page, on the Lines FastTab, select a line.
  2. On the action bar, select Document Trade Lines.
    The Posted Purchase Document Trade Lines page opens.
  3. On the action bar, select Add Document Trade Line.
    The Add Document Trade Line page opens.

  4. Enter the required information in the following fields:

    FieldDescription
    Trade Plan No.Select the trade plan you want to add to the purchase receipt. The system filters trade plans with:
    • The Status field value set to _Active_.
    • The Applies-to field value set to _Line_.
    • The Price Rule field value set to blank or _Unit Cost_. However, the system will not apply the price rule.
    • The Accrual Type field value set to _Actual Cost_ or _Standard Cost_.
    DescriptionSpecifies the description of the selected trade plan.
    AmountEnter the amount you want to add with the selected trade plan.
    Amount LCYSpecifies the Amount field value in local currency.
    Currency CodeSpecifies the currency code associated with the selected trade plan.
    Trade PartnerSpecifies the trade partner associated with the selected trade plan.

  5. Select OK.
    A posted purchase document trade line is created with the Trade Cost Source field value set to Trade Cost Order. The system creates value entries and trade accrual entries for the added trade plan.