Price Books
Prerequisites
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To use price books, you need the following licenses:
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To use price books, you must:
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To use price books, you need:
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System permissions:
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Manage Sharing
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View Setup and Configuration
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Basics
When you add a price book, you can:
With Sync 4.0 and AltSync, FieldFX automatically handles the assignment and syncing of price books to users based on their access to jobs.
Price books can be marked as global so that they are always available to all users.
Manually assign additional price books that are not global or for a job the user is assigned to.
Active Price Books
A price book is active if:
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Current date is after the Effective Date but before the Expiration Date for the price book
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Price book doesn’t have Archived selected
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Customer linked to the price book doesn’t have Archived selected
If a price book is inactive:
Archived Items
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Price Book Items can be archived with an
IsArchivedcheckbox. -
Individual price books can allow Quotes, Tickets, and Invoices to still use archived items by selecting the
Allow Archived Itemsflag for the price book. -
If the
Allow Archived Itemsflag is selected for the price book, the rule engine runs rules against archived items. In addition, the Quote Item builder, Ticket Item Builder, and Invoice Item Builder do not filter out archived price book items.