Cancel trade plans on posted documents

Trade Management  •  Article  •  4/15/2025  •  1 min

You can cancel trade plans that have not been invoiced on posted purchase receipts, posted sales shipments, and posted sales invoices.

To cancel trade plans, follow these steps:

  1. Open the relevant Posted Purchase Document Trade Costs, Posted Purchase Document Trade Lines, Posted Sales Document Trade Costs, or Posted Sales Document Trade Lines page.
  2. On the action bar, select Cancel Document Trade Line.
    The system displays a confirmation message.
  3. Select Yes.
    The system:
    • Updates the Cancelled checkbox as selected for the trade plan.
    • Creates a trade plan line with negative values and the Trade Cost Source field value set to Cancellation.
    • Creates a negative value entry with the Trade Cost Posting Type field value set to Reversal to reverse the posted trade cost.
    • Updates the Reversed checkbox as selected and the Date Invoiced field value on the trade accrual entry.