Hierarchical Price Books Setup

Prerequisites

To set up hierarchical price books, you need the following licenses:
To set up hierarchical price books, you must:
- Add price books
To set up hierarchical price books, you need:
- FX CPQ minimum permissions
- System permissions:
  - API Enabled
  - Author Apex
  - Customize Application
  - View Setup and Configuration
To use hierarchical price books on jobs and tickets, you can use any release channel.
To use hierarchical price books on quotes, you must use one of the following release channels:
- Sync V4 Beta
- Sync V4
- V4 Quarterly Beta
- V4 Quarterly

Setting Up the Hierarchical Price Books Feature

Configure FieldFX Objects

Access FieldFX Back Office
Switch to Salesforce Classic
Add an Enable Extended Pricing checkbox to the Job object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Job
3. Under Custom Fields & Relationships, click New
4. Select Formula
5. Click Next
6. In Field Label, enter "Enable Extended Pricing"
7. Under Formula Return Type, select "Checkbox"
8. Click Next
9. In Enable Extended Pricing (Checkbox), enter the following formula:
  NOT(ISBLANK(FX5__Price_Book__r.FX5__Parent_Price_Book__c))
  This formula ensures that Enable Extended Pricing gets selected automatically for a job when its price book has a designated Parent Price Book.
10. Click Next
11. Click Visible twice
12. Click Next
13. Select the page layouts on which to include the checkbox
14. Click Save
15. Grant permissions for the checkbox
Add an Enable Extended Pricing checkbox to the Quote object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Quote
3. Under Custom Fields & Relationships, click New
4. Select Formula
5. Click Next
6. In Field Label, enter "Enable Extended Pricing"
7. Under Formula Return Type, select "Checkbox"
8. Click Next
9. In Enable Extended Pricing (Checkbox), enter the following formula:
  NOT(ISBLANK(FX5__Price_Book__r.FX5__Parent_Price_Book__c))
  This formula ensures that Enable Extended Pricing gets selected automatically for a quote when its price book has a designated Parent Price Book.
10. Click Next
11. Click Visible twice
12. Click Next
13. Select the page layouts on which to include the checkbox
14. Click Save
15. Grant permissions for the checkbox
Disable the JobPriceBook validation rule:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Ticket Item
3. Under Validation Rules, click Edit next to JobPriceBook
4. Deselect Active
5. Click Save
Run scripts for the Enable Extended Pricing checkboxes:
1. Access Workbench
2. Select Utilities | Apex Execute
3. Enter the following script:
  System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomFieldInfoHandler', null));
4. Click Execute

Update Translation Files

Add the following keys to static resources used to translate user interface text:

"Console_Flyout_ExtendedPriceBookTableTitle": "Extended Price Book Items",
"QuoteItems_ShowMoreFromExtendedPriceBook": "Show more from extended price book",
"TicketItems_ShowMoreFromExtendedPriceBook": "Show more from extended price book",

Update Price Book Items

Open a new tab in your browser
Access Workbench
Select Utilities | Apex Execute

Enter the following script:

FX5.FXBatchableLauncher.Run('FX5.CatalogItemPriceBookIndexBatchable');

Click Execute
Close Workbench
Move back to FieldFX Back Office
From Setup, enter "apex jobs" in the Quick Find box, then select Apex Jobs
Monitor the status of the CatalogItemPriceBookBatcher jobs and only proceed once the final job processes.

Add a Price Book Hierarchy

Access FieldFX Back Office
Open the Price Books tab

Open the Price Books tab that uses the following icon:
Open a price book you want as the lowest in the hierarchy
Click Edit
In Parent Price Book, select the price book under which to place this price book
Click Save
Open a price book you want as the next level in the hierarchy
Click Edit
In Parent Price Book, select the price book under which to place this price book
Click Save
Repeat steps 7-10

Disable Certain Validation Rules

Disable validation rules that do not take into account price book hierarchies, like the managed QuotePriceBook validation rule on the Quote Item object. Follow the steps below to disable that rule, then complete similar steps for any custom validation rules that do not account for price book hierarchies.

From Setup, selec the Object Manager
Select the Quote Item object
Select Validation Rules from the left panel
Select QuotePricebook from the list
Select Edit
Deselect the Active checkbox
Click Save