Add trade plans to posted sales shipments

Trade Management  •  Article  •  4/15/2025  • 

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

  1. On the Posted Sales Shipment page, select Related > Shipment > Document Trade Costs.
    The Posted Sales Document Trade Costs page opens.

  2. On the action bar, select Add Document Trade Cost.
    The Add Document Trade Cost page opens.

  3. Enter the required information in the following fields:

    FieldDescription
    Trade Plan No.Select the trade plan you want to add to the sales shipment. The system filters trade plans with:
    • The Status field value set to Active.
    • The Applies-to field value set to Header.
    • The Price Rule field value set to blank.
    • The Accrual Type field value set to Actual Cost or Standard Cost.
    DescriptionSpecifies the description of the selected trade plan.
    Allocation MethodSpecifies the allocation method associated with 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.

  4. Select OK.
    A posted sales document trade cost 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.