Trade Allowance Fund
A Trade Allowance Fund records money set aside for trade spend: which customers it covers and with what budget, which items, for what period, and how it is used. It is a record: no order, invoice or payment draws on it or checks it.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Trade Allowance Fund | The code | Required |
| Name | The fund | |
| Fund Category | Its kind | Picked from a list |
| Fund Status | Where it stands | Picked from a list |
| Fund Budgeted | The budget | Free text |
| Fund Usuage | How it is used | From Fund Usage |
| Date From / Date To | Its period | |
| Notes |
Customer
Customer and Fund Budgeted, one line per customer.
Items
Item No, Item Variant, Name and Line Text, one line per item.
Not supported
Spending, tracking or checking the fund on sales documents.