Add trade plans to posted sales invoices

Trade Management  •  Article  •  4/15/2025  •  2 min

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:

    Field Description
    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.
    Description Specifies the description of the selected trade plan.
    Amount Enter the amount you want to add with the selected trade plan.
    Amount LCY Specifies the Amount field value in local currency.
    Currency Code Specifies the currency code associated with the selected trade plan.
    Trade Partner Specifies 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.