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.

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[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]

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]

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]

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]

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]

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.

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