Gross Price logic in Sales and Purchase Order Transactions

By | March 28, 2024

In Sage X3, we have the option to manually enter price in the detail line as required while creating any transaction. However, one of our clients wanted to add a validation on “Gross Price” field in Sales and Purchase Order Transactions based on Price Lists.
Here, user will enter supplier and product combination with price in Purchase Price list. Then approval of price list is required. If it is approved then, signed status will be displayed as “In Full” otherwise status will remain blank.

New Stuff: Trial Kitting in Sage X3

[Fig 1. Purchase - Not Approved Price List]
[Fig 1. Purchase – Not Approved Price List]

As you can see, signed status is blank for purchase price list. That means this price list is not approved. Now we are trying to enter price list value in Gross price field of Purchase Order screen

[Fig 2. Gross Price - Not Approved error]
[Fig 2. Gross Price – Not Approved error]

But the system is generating a pop-up message “Gross Price not defined or not yet approved.” Because the price list is not approved. It will not allow the user to proceed further till the price list gets approved.
After approval, signed status is “In Full” as shown in Fig3. Now, system will check the 2nd condition that gross price should be less than or equal to price list value.

[Fig 3. Purchase - Approved Price List]
[Fig 3. Purchase – Approved Price List]

To check for the 2nd condition, we are trying to create a Purchase Order Transaction by entering gross price greater than price list value. So, as per Fig 1, for supplier – SD0173 and product – PMTW068BLK_00003, price list value is ‘30’.

[Fig 4. Gross price - Greater than Error on Purchase Order]
[Fig 4. Gross price – Greater than Error on Purchase Order]

And we have entered gross price ‘31’ in Purchase Order as shown in Fig 4. Because of which system has generated pop-up message “Gross Price value is greater than the price list value: 30”.

But in sales, they required opposite condition – gross price should be greater than or equal to price list value.

[Fig 5. Sales - Approved Price List]
[Fig 5. Sales – Approved Price List]

So as shown in the above Fig 5, Sales Price list is approved as signed status is “In Full”. And price for customer -CP0001 and product – FGTW089BLK is ‘30’.
Now, we will try to enter gross price ‘20’ in Sales Order for same customer and product.

[Fig 6. Gross Price - Less than error on Sales Order]
[Fig 6. Gross Price – Less than error on Sales Order]

But system has generated error – “Gross Price value is less than the price list value: 30” as shown in Fig 6.
In this way, validation will be applied on Gross Price field in Sales and Purchase Invoice transactions based on price list values. But in Purchase, gross price >= price list value is allowed and in Sales, gross price <= price list value is allowed.

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 X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 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 X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – 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.