How to create a restricted Pricelist in Sage X3

By | February 18, 2017

Sage X3 provides a functionality to restrict certain products to be sold on the Sales Order, when the products cannot be sold to the customer unless the customer is authorized to buy such products. e.g. liquor products, medicine products etc.

Follow below steps to create a restricted pricelist.

  • Navigate: Setup -> Sales -> Pricelists -> Setup

pricelist in Sage X3

  • Select a new pricelist setup for any pricelist type you like, as shown in screenshot below.

pricelist setup

  • Enter all mandatory details – Price code, Priority, Customers etc
  • Select Price Type as Restricted

sales pricing parameters

  • In criteria tab, enter all the fields which should be criteria for restriction on sales order.
  • Here we have selected Customer code and Product name to be criteria.
  • Create and validate the price list setup.
  • Navigate: Sales -> Price lists -> Price list entry

pricelist setup navigation

  • Select Pricelist entry and create pricelists.
  • Enter validity dates.
  • Enter customer
  • Enter Product
  • Save pricelist

pricelist custom product price

  • Navigate: Sales -> Sales orders-> Sales orders
  • Enter order details – Sales Site, Ship Site, Customer details
  • Enter product.
  • Now, if the product is on the restricted pricelist for the selected customer (& other matching criteria fields), it will give error “Prohibited product”.

pricelist order management

  • The other products which do not match the criteria can be added on the sales order without any errors.

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