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
In this screen, set the unit conversion to Yes.
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: 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
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
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
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.
About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.