Functionality of the Unit Conversion field in Price List setup

By | July 28, 2017

In Sage X3, we may come across a scenario where we fetch the gross price directly from the price list without defining the product for units other than sales unit in the price list screen. This functionality can be achieve by following steps:

Navigate to:  Setup → Sales → Price Lists → setup

Unit Conversion field in Price List

Unit Conversion field in Price List

In this screen, set the unit conversion to Yes.

Sales Pricing Parameters

Sales Pricing Parameters: Price / Free: Unit conversion

Now take one product and check its Stock unit, Sale unit and Pack unit.

Navigate to: Common Data → Products → UOM

Product UOM

Product: UOM: Stock unit, Sales unit, Pack Unit

Now define the price list for that product.

Navigate to: Sales → Price Lists → Price list entry

Price List Entry Screen

Price List Entry Screen

In the above screenshot, we have defined the product for only sales unit i.e SAL= UN, so what will be the effect of this on sales order screen.

Navigate to: Sales  Orders → orders

Sales Order screen

Sales Order screen

In the Price List screenshot, we didn’t define the product for SAL = BAG , but if we do the transaction on the sales order for putting SAL = BAG, it will fetch that price which is defined in the price list.

Sales Order Screen

Sales Order Screen

If we set the Unit Conversion as ‘NO’, then, in this case, it will only fetch the gross price for the product for which Sales unit is defined in the price list.

Hope this helps.

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