Add trade plans to posted sales invoices

Trade Management  •  Article  •  4/15/2025  • 

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

  1. On the Posted Sales Invoice 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 invoice. 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 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.