Sales Price Reasons and Explanation in Sage X3

By | June 30, 2014

Sage ERP X3 Sales Module allows an array of alternates for selecting pricing and discount structures. For example while making a quotation- one can use a field like ‘Gross Price’ which auto populates based on reasons preset. These reasons are available on right click of the field. The reasons explain the origin of the values entered in these fields.

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Note: The Sales price reason entry screen can be populate on any transaction lines by right clicking the fields i.e. Gross price, Freight etc. Refer to below screen shots:

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Here in above example Gross Price, Freight and Discount all has been manually entered by the user while Promotion, Combination and subsequent fields are empty. The codes further open the explorer to selection reasons master and explain what each number denotes.

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If the value is defined in masters as default price then the reason selected becomes 2, if its overridden/entered by the user then it becomes 1 and so on.

Based on these values system calculates the prices and quotation lines are priced. If user further wishes to view the explanation of how system has arrived at the prices mentioned, then user can use ‘price explanation’ by right click on the particular item line.

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Detail valuation option on transaction line right click option also provides similar information in table format. Refer to below screen shot.

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This way you can view, enter and edit the Pricing and discounting information while creation of a Sales Quotation.

Help Button on any screen provides content specific help. It opens default system help explaining the purpose and use of the selected field with example wherever applicable.

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