MYOB Acumatica Customer Price Classes and Sales Price Worksheets: How Distributors Set Customer-Specific Prices

MYOB Acumatica picks a customer’s unit price by searching five levels in order: a Customer price, then a Customer Price Class price, then the Base price, then the item’s Default Price, then a price calculated from the sales unit of measure. Price classes are created on form AR208000, individual prices on AR202000, and bulk changes go through Sales Price Worksheets (AR202010), which release on an effective date.

At a glance

• Who it is for: Australian wholesalers and distributors on MYOB Acumatica (formerly MYOB Advanced) who sell the same products at trade, retail, contract and project prices and still keep those lists in spreadsheets
• Problem it solves: customer-specific prices rekeyed onto sales orders by hand, price rises that reach some customers and not others, and nobody able to say which price a given account was quoted last March
• Platforms: MYOB Acumatica with the Inventory feature for stock items; Volume Pricing, Multiple Warehouses and Multiple Units of Measure are switched on separately for tiered, warehouse-specific and unit-specific prices
• Typical cost: licensing is quoted per business by MYOB and its partners, so no figure is stated here; price class and worksheet setup sits inside the Accounts Receivable configuration of a standard implementation (see our MYOB Acumatica cost guide)
• Typical timeline: configured during the AR setup phase of an implementation, which runs 12 weeks on FastStart or 3 to 6 months on a full scope per our implementation timeline guide
• Last verified: 28 October 2026 against the MYOB Acumatica Sales Prices help and the Rules of Price Selection page

Most distributors we meet have three or four price lists and a story for each. Trade gets 20 percent off list. The two biggest accounts have their own contract rates. Retail pays list, GST inclusive. Projects get a quote. The lists live in a spreadsheet, the spreadsheet lives with one person, and the sales order screen gets whatever that person remembers. MYOB Acumatica replaces that with a price engine that has a documented search order, a form for building each list and a worksheet for changing hundreds of prices at once on a date you choose. This guide covers how the engine decides, where each piece is set up and the two settings that catch people out.

How does MYOB Acumatica decide which price a customer gets?

When you add an item to a sales order line, or change its quantity, MYOB Acumatica searches for a price effective on the document date. The Rules of Price Selection help page states that the search runs from the highest priority to the lowest and stops at the first applicable price, which it inserts on the line. The user can still override it.

The order is Customer, then Customer Price Class, then Base, then the item’s Default Price, then a calculated price using the sales unit of measure. Inside each of the first three levels, three tie-breakers apply: a promotional price ranks above a regular price of the same type, a price for the line’s unit of measure ranks above one for the base unit, and a warehouse-specific price ranks above a general one. One exception from the same page: Accounts Receivable documents such as direct invoices carry no warehouse, so warehouse-specific prices are ignored there. If the matching price list has quantity tiers, the system uses the tier that matches the line quantity.

Three things in that table decide most of the design work. First, a Customer price always beats a class price, so a contract rate for one account does not need its own class. Second, the Default Price on the item is a fallback, not a list: the Sales Prices general information page notes it keeps no history and cannot be tiered, promotional, warehouse-specific or unit-specific. Third, the tie-breakers mean a promotional class price can sit on top of a regular class price for a fortnight and then fall away on its expiration date without anyone editing the regular price.

What is a customer price class in MYOB Acumatica?

A customer price class is a group of customers who receive the same price level. The help describes them as groups of customers that may be offered special prices because of their buying habits, and the Customer Price Classes form (AR208000) is where they are created: a Price Class ID of up to 10 characters and a 50 character description, nothing else. Until you define one, every customer sits in the BASE class.

The class is then assigned on each customer, and the implementation checklist makes the point that class prices only apply once the class has been assigned to the customers on the Customers form (AR303000). Customer locations can carry a class too, which is how MYOB’s own documentation suggests separating business-to-business and business-to-consumer pricing within one account.

For an Australian wholesaler the usual starting set is four or five classes: TRADE, RETAIL, RESELLER, PROJECT and perhaps ONLINE if the web store prices differ. Resist the urge to create a class per customer. That is what the Customer price type is for, and a class with one member is a maintenance job with no benefit. Where a class earns its keep is the annual price rise: one worksheet per class, one effective date, done.

When should you use a sales price worksheet instead of the Sales Prices form?

The Sales Prices form (AR202000) is the direct editor. You filter by price type, price code, item class, warehouse or price manager and edit rows in place, each with its own effective and expiration date. The catch is in the form reference: changes made on this form become effective immediately after you save. For a single contract rate that is fine. For a 1 July price rise across 2,000 lines it is not, because the first saved row is live before the last row is typed.

The Sales Price Worksheets form (AR202010) is the staging area. A worksheet carries one effective date for every row in it, holds pending prices next to the source prices they replace, and does nothing until it is released. The form reference describes the three statuses: On Hold while you edit, Open when it is ready for release, and Released once the prices have been added to the sales price records. The toolbar gives you three ways to fill it:

• Add Items. Loads inventory items by item class and price type into the worksheet.
• Copy Prices. Copies an existing price list to a worksheet for another customer or price class, which is how a new TRADE list is cloned from BASE before the markdown is applied.
• Calculate Pending Prices. Recalculates every pending price from a chosen basis: Last Cost plus markup percent, Average or Standard Cost plus markup percent, MSRP, the Source Price or the current Pending Price, with a multiplier and decimal places. MYOB’s own worked example takes an item from a 4,000 source price to a 4,510 pending price at 110 percent of MSRP, releases the worksheet, then shows the sales order picking up 4,510.

Rows can also be uploaded from an Excel file or brought in through an import scenario, and with Load Sales Prices by Alternate ID switched on in Accounts Receivable Preferences you can key the sheet on supplier part numbers instead of inventory IDs. On release, the form validates that every row has a pending price and that regular prices for the same type, code, item, unit and currency do not overlap in time; promotional prices may overlap regular ones but not each other.

The one worksheet setting to understand before release is Overwrite Overlapping Prices. Its behaviour depends on the Retention Type in Accounts Receivable Preferences (AR101000): with Last Price retention it is always on, with Fixed Number of Months retention it is optional, and the default of zero months keeps the price history forever. If you want to answer “what did we charge this account in March” a year from now, leave the retention on history and do not tick overwrite on routine rises.

Can MYOB Acumatica hold GST-inclusive and GST-exclusive price lists?

Yes, and for an Australian distributor selling to both trade and the public this is the setting that stops the retail list being quoted ex GST to a walk-in. The Net/Gross tax calculation mode help describes enabling the Net/Gross Entry Mode feature on CS100000, after which a Tax Calculation Mode column appears on both the Sales Prices and Sales Price Worksheets forms. Each price is marked Gross (tax included), Net (tax excluded) or Not Set, and the document’s own mode filters what can be selected: a gross document sees only Gross or Not Set prices, a net document only Net or Not Set.

MYOB’s suggested design is the one we use: assign business-to-business customers or locations to classes holding Net prices and business-to-consumer customers to classes holding Gross prices. The 10 percent GST is still calculated by the tax category on the item and the ATO’s rules for tax invoices are unchanged; what changes is whether the price you typed already contains it. One practical note from the same page: a worksheet copies only prices whose mode matches the mode in its summary, so a Gross retail list cannot be cloned straight into a Net trade worksheet.

“The first question we ask a distributor is not what their prices are, it’s how many ways they describe one product’s price. Four price classes and a worksheet per class replaces the spreadsheet. A price class per customer just rebuilds the spreadsheet inside MYOB.”

Bill Alvarez, Practice Manager, Auboros

Where do discounts fit next to price classes?

Price classes set the starting price. Discounts, which need the Customer Discounts feature, take something off it. The discount codes help splits a discount into a code on AR209000, which sets the level (line, group or document) and whether it is automatic or manual, and sequences on AR209500, which set the calculation. Line and group discounts can be made applicable to a customer price class, an item price class, a customer, an item, a warehouse or a branch, and combinations of those; document discounts apply to a customer or a customer price class, with or without a branch. All applicable group discounts are applied, not just the one that gives the most off.

Two interactions matter when you have both. A promotional price automatically selects Ignore Automatic Line Discounts on the price record, so a two-week special is not discounted a second time by the TRADE line discount. And the Line Discount Basis in AR preferences decides whether a line discount is applied to the unit price or the extended price, which changes the rounding on large quantities. Our MYOB Acumatica sales orders guide covers where those discounts show on the order and how they flow to the invoice.

Setting it up in the order that avoids rework

The sequence below is the one that works in our implementations because each step depends on the one before it.

1. Enable the features. Inventory, and Volume Pricing, Multiple Warehouses or Multiple Units of Measure only if you will use tiered, warehouse or unit prices. Net/Gross Entry Mode if any list is GST inclusive.
2. Create the classes on AR208000 and assign them on every customer and, where B2B and B2C share an account, on the location.
3. Load the Base list through a worksheet from Excel, release it, and check a sales order picks it up before any class list exists.
4. Clone each class list with Copy Prices, apply the markdown or markup with Calculate Pending Prices, set the effective date, release.
5. Add Customer prices last, only for accounts with a signed contract rate, and give them an expiration date that matches the contract.
6. Decide retention in AR preferences before the first price rise, not after.

One limitation to plan around: items whose lot or serial class has Specify Lot/Serial Price and Description selected on IN207000 cannot be added to a sales price list at all, per the implementation checklist, so lot-priced lines stay on manual pricing. If you are starting MYOB Acumatica from scratch, the fixed-scope MYOB FastStart for wholesale distribution program includes this AR pricing setup inside its 12 weeks, and as a MYOB Acumatica partner in Brisbane we scope the price class design in the first workshop because it shapes the customer import.

Goes well with

• MYOB Acumatica sales orders: order types, back orders and credit holds for what happens to the price once it lands on the order
• MYOB Acumatica accounts receivable: invoices, dunning and getting paid for the invoice the price ends up on
• MYOB Acumatica eCommerce connector for pushing the retail list to the web store without a second price file

Still running customer prices from a spreadsheet next to MYOB Acumatica?

We set up price classes, worksheets and discount codes for wholesalers across Brisbane, the Gold Coast and the rest of Queensland, usually inside the AR phase of an implementation. If you want the search order mapped against your own price lists before anything is loaded, book a free consultation and bring the spreadsheet. We’ll tell you how many classes it really is.