Update trade plan rates on unposted documents

Article • 7/30/2025 • 3 min read

When changes are made to the Rate field value on the Trade Plan Rates page, you can verify and update the Rate field value on the Document Trade Lines page for unposted sales and purchase documents. This ensures that the rates on the document trade lines are synchronized with the updated trade plan rates.

In addition to the Rate field value, the system also updates other field values, for example, the Calculation Level field, if they differ on the trade plan and document trade line levels.

To verify and update trade plan rates on unposted documents, follow these steps:

  1. Navigate to the relevant Trade Plan Card page and select the Document Trade Lines action.

    The system displays all the associated document trade lines on the Document Trade Lines page.

  2. On the action bar, select Filter Sales Lines to apply filters and view specific sales lines.

    The Sales Line Filter page opens.

  3. Apply the filters as required and then select OK.

    The system displays the relevant sales lines on the Sales Lines page.

  4. Review the filtered sales lines and then select OK.

    The system displays only the specific sales lines on the Document Trade Lines page and updates the Advanced Sales Filter field value on the Filter Status FactBox to Yes.

  5. On the action bar, select Filter Purchase Lines to apply filters and view specific purchase lines.

    The Purchase Line Filter page opens.

  6. Apply the filters as required and then select OK.

    The system displays the relevant purchase lines on the Purchase Lines page.

  7. Review the filtered purchase lines and then select OK.

    The system displays the specific purchase lines on the Document Trade Lines page and updates the Advanced Purchase Filter field value on the Filter Status FactBox to Yes.

  8. On the action bar, select Verify Rates on Documents to verify the rates on document trade lines with the rates on this trade plan.

    The Verify Rates on Documents page opens.

  9. You can verify and compare the rates of the document trade lines with the trade plan rates using the following fields:

    FieldDescription
    Document No.Specifies the document number associated with the document trade line.
    Document TypeSpecifies the document type associated with the document trade line.
    Document Line No.Specifies the document line number associated with the document trade line.
    Trade Plan No.Specifies the trade plan number applied to the document trade line.
    DescriptionSpecifies the description of the trade plan applied to the document trade line.
    Rate TypeSpecifies the rate type associated with the trade plan applied to the document trade line.
    Price RuleSpecifies the price rule associated with the trade plan applied to the document trade line.
    Document Trade Line RateSpecifies the Rate field value in the associated document trade line.
    Trade Plan RateSpecifies the Rate field value in the associated trade plan.
    Accrual TypeSpecifies the accrual type associated with the trade plan applied to the document trade line.
    ErrorSpecifies whether an error occurred after executing the Update Documents action, preventing the system from updating the rates on a document trade line.
    Error MessageSpecifies a description of the error that occurred after executing the Update Documents action, preventing the system from updating the rates on a document trade line.

  10. On the action bar, select Actions > Update Documents to update the rate in the document trade lines.

    The system updates:

    • The Document Trade Line Rate field value with the Trade Plan Rate field value.
    • The Error and Error Message field values, if an error prevents the system from updating the rates on a document trade line.
    • The Rate field value on the associated Document Trade Lines page.
    • Other field values, for example, the Calculation Level field value, if they differed on the trade plan level and document trade line levels.