Export posted trade agreement lines

This article provides step-by-step instructions on how to export posted trade agreement lines. Standard data entities don't support the direct export of posted trade agreement lines. This article describes how to convert posted trade agreement lines to unposted lines, which makes them exportable.

Convert posted trade agreement lines

To convert posted trade agreement lines into unposted lines, follow these steps.

1. Open the list of active trade agreement lines for your vendor or customer.

   • For purchase trade agreements, go to Accounts payable > Vendors > All vendors. Select the vendor you want to work with. On the Action Pane, open the Procurement tab and, from the Agreements group, select Trade agreements.

   • For sales trade agreements, go to Accounts receivable > Customers > All customers. Select the customers you want to work with. On the Action Pane, open the Sell tab and, from the Trade agreements group, select Agreements.

2. Select the lines you want to convert for eventual export.

3. On the Action Pane, select Edit selected lines.

4. In the dialog, set the Name field to the name of the journal that you want to assign to your selected lines.

5. Select OK. This action converts the active price trade agreement lines into open trade agreement lines, which are now exportable.

Export the open trade agreement lines

After you've converted the relevant lines to open trade agreements, you'll be able to export them using the standard data management features of Supply Chain Management. You can export data from this entity to any supported data format (such as comma-separated values (CSV) or Microsoft Excel).

1. Go to System administration > Workspaces > Data management.

2. In the Import / Export section, select the Export tile.

3. On the Export page, enter a Group name for the job.

4. On the Selected entities FastTab toolbar, select Add entity.

5. In the Add entity drop-down dialog, set the following fields:

   • Entity name – Select Open purchase price journal lines V2 or Open sales price journal lines V2.
   • Target data format – Select the format to export data to.

6. Select Add to add the new row, and then select Close to close the dialog box.

7. On the Action Pane, select Save.

8. On the Action Pane, open the Export options tab and select Export now.

9. The Execution summary page opens. Here you can view the status of your export job and a list of the entities that were exported. In the Entity processing status section, select the Open purchase price journal lines V2 or Open sales price journal lines V2 entity in the list, and then select Download file to download the data that was exported from that entity.

For more information about how to use data management to export data, see Data import and export jobs overview.

Clean up resources

After exporting the data, ensure that any temporary journal entries used for the conversion process are deleted or archived to maintain data integrity and avoid clutter in your system.