Price Book Setup
Prerequisites
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To add price books, you must:
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To add 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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Adding a Price Book
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Add a price book:
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Open the Price Books tab.
Open the Price Books tab that uses the following icon:
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Click New
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Make the following entries:
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Price Book Name: enter a name for the price book
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Effective Date: select the date from which to start using the price book
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Account: select a customer if you only want that customer to use the price book
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Select Honor Sequence Number to sort price book items by their assigned sequence number
If you deselect Honor Sequence Number, price book items sort in chronological order by the date/time you added them.
Refer to the Sequence Numbers article for more information.
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Office: select an office if you only want that office to use the price book
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Segment: select a business segment if you only want that segment to use the price book
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Select Global Price Book to make the price book available for every customer, office, and business segment
You need to install the FX5AltSync package to use this setting on Sync 4.0.
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Expiration Date: select the date on which to stop using the price book.
You can’t select the price book for new jobs after this date.
However, you can still add items from the price book to existing tickets.
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Surcharge Rate Env: enter the percentage of sales price to apply as a surcharge for environmental cleanup costs
To apply the surcharge on a price book item, select Surcharge Env for the price book item.
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Surcharge Rate Fuel: enter the percentage of sales price to apply as a surcharge for fuel costs
To apply the surcharge on a price book item, select Surcharge Fuel for the price book item.
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Configure sharing settings to grant access to the price book
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(Optional) If you also use FX CPQ, add the price book to a hierarchy
Archiving a Price Book
Archive a price book if you are going to stop using it.This gives you the flexibility to use the price book again in the future.
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Open the Price Books tab
Open the Price Books tab that uses the following icon:
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Open the price book
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Click Edit
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Select Archived
If Archived doesn’t display, add it to the Price Book page layouts.
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Click Save
The following rules now apply:
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You can add items from the price book to existing quotes or tickets for existing jobs
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You can’t select the price book for new quotes or jobs
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Adding a Price Book Assignment
If a field user has access to a Job, FieldFX automatically assigns the job’s price book to the user with no additional action needed.
For example, when a field user has a sync configuration record that grants them access to a job, a FieldFX trigger also automatically assigns the price book to the user.
Price Books marked as Global Price Books are always available to all users.
If a user needs access to any additional price books that are not already assigned to them automatically or as a global price book, you can create a manual price book assignment using the steps below.
| The Sync v4 Config custom setting must be enabled. |
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Open the Price Books tab
Open the Price Books tab that uses the following icon:
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Open the price book
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Under Price Book Assignments, click New Price Book Assignment
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In Price Book Assignment Name, enter the user’s full name
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In Contact, select the user’s contact record
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Click Save