Functionality of the Unit Conversion field in Price List setup

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

In this screen, set the unit conversion to Yes.

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

Navigate to: Common Data → Products → UOM

Now define the price list for that product.

Navigate to: Sales → Price Lists → Price list entry

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

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.

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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