Add trade plans to posted sales credit memos

Trade Management  •  Article  •  10/21/2026  • 

To add trade plans to a posted sales credit memo, follow these steps:

  1. On the Posted Sales Credit Memo page, on the Lines FastTab, select a line.

  2. On the action bar, select Document Trade Lines.
    The Posted Sales 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 sales credit memo line. The system filters trade plans with:
    • The Status field value set to Active.
    • The Applies-to field value set to Line.
    • The Use in Sales Return field value set to Yes.
    • The Non Reversible field value set to No.
    • The Price Rule field value set to blank or Unit Price. 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 sales 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.

If the credit memo line is linked to one or more posted return receipts, the amount is assigned proportionally across the item ledger entries of those return receipts, by quantity. If the line has no linked return receipt, the amount is assigned to the credit memo line's own item ledger entry instead. If neither can be resolved (for example, a non-inventory item with an item charge-based trade plan), the action fails with the error "No item ledger entry found for the trade cost."

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.