{"id":9919,"date":"2017-02-18T10:17:35","date_gmt":"2017-02-18T10:17:35","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=9919"},"modified":"2019-03-05T06:24:41","modified_gmt":"2019-03-05T06:24:41","slug":"how-to-create-a-restricted-pricelist-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/02\/18\/how-to-create-a-restricted-pricelist-in-sage-x3\/","title":{"rendered":"How to create a restricted Pricelist in Sage X3"},"content":{"rendered":"<p style=\"text-align: justify;\">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.<\/p>\n<p style=\"text-align: justify;\">Follow below steps to create a restricted pricelist.<\/p>\n<ul>\n<li><strong>Navigate<\/strong>: Setup -&gt; Sales -&gt; Pricelists -&gt; Setup<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-9920\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/02\/pricelist-in-Sage-X3-1024x252.png\" alt=\"pricelist in Sage X3\" width=\"595\" height=\"146\" \/><\/p>\n<ul>\n<li>Select a new pricelist setup for any pricelist type you like, as shown in screenshot below.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-9921\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/02\/pricelist-setup-1024x507.png\" alt=\"pricelist setup\" width=\"595\" height=\"295\" \/><\/p>\n<ul>\n<li>Enter all mandatory details \u2013 Price code, Priority, Customers etc<\/li>\n<li>Select Price Type as <strong>Restricted<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-9922\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/02\/sales-pricing-parameters.png\" alt=\"sales pricing parameters\" width=\"582\" height=\"387\" \/><\/p>\n<ul>\n<li>In criteria tab, enter all the fields which should be criteria for restriction on sales order.<\/li>\n<li>Here we have selected Customer code and Product name to be criteria.<\/li>\n<li>Create and validate the price list setup.<\/li>\n<li>Navigate: Sales -&gt; Price lists -&gt; Price list entry<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-9923\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/02\/pricelist-setup-navigation-1024x213.png\" alt=\"pricelist setup navigation\" width=\"595\" height=\"124\" \/><\/p>\n<ul>\n<li>Select Pricelist entry and create pricelists.<\/li>\n<li>Enter validity dates.<\/li>\n<li>Enter customer<\/li>\n<li>Enter Product<\/li>\n<li>Save pricelist<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9924\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/02\/pricelist-custom-product-price.png\" alt=\"pricelist custom product price\" width=\"620\" height=\"301\" \/><\/p>\n<ul>\n<li>Navigate: Sales -&gt; Sales orders-&gt; Sales orders<\/li>\n<li>Enter order details \u2013 Sales Site, Ship Site, Customer details<\/li>\n<li>Enter product.<\/li>\n<li>Now, if the product is on the restricted pricelist for the selected customer (&amp; other matching criteria fields), it will give error \u201cProhibited product\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9926\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/02\/pricelist-order-management.png\" alt=\"pricelist order management\" width=\"643\" height=\"363\" \/><\/p>\n<ul>\n<li>The other products which do not match the criteria can be added on the sales order without any errors.<\/li>\n<\/ul>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 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.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 -&gt; Sales -&gt; Pricelists -&gt;\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/02\/18\/how-to-create-a-restricted-pricelist-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[429,1332,1515,1839,1941,1942],"class_list":["post-9919","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-create-a-restricted-pricelist","tag-new-pricelist-setup","tag-pricelist-in-sage-x3","tag-sage-x3-blogs","tag-sage-x3-technical","tag-sage-x3-technical-assistance"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9919","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=9919"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9919\/revisions"}],"predecessor-version":[{"id":17263,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9919\/revisions\/17263"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=9919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=9919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=9919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}