Add trade plans to posted return receipts

Trade Management  •  Article  •  10/21/2026  • 

To add trade plans to a posted return receipt, follow these steps:

  1. On the Posted Return Receipt page, select Related > Return Receipt > Document Trade Costs.
    The Posted Sales 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 return receipt. The system filters trade plans with:
    • The Status field value set to Active.
    • The Applies-to field value set to Header.
    • The Use in Sales Return field value set to Yes.
    • The Non Reversible field value set to No.
    • 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 sales 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.

Trade plans with the Non Reversible field value set to Yes are not available for cost corrections on posted return receipts or posted sales credit memo lines. This filter does not apply when adding trade plans to posted sales shipments or posted sales invoices.