Ticket Items
Prerequisites
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To use ticket items, you need the following licenses:
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To use ticket items, you must:
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To use ticket items, you need:
Basics
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A ticket item is a billable item used during work completed for a ticket.
Examples
Labor charges or equipment rental
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Every ticket item is linked to a price book item.
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Use the Ticket Item Builder or Ticket Item Wizard to add ticket items.
Relationship with Price Book Items
Basics
You can add price book items to a ticket from the:
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Price book for the job
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Price books you have permission to access
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Price books above the job’s price book in a hierarchy
Copying Data from Price Book Items
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When you add a price book item to a ticket, data copies from the price book item to the ticket item.
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Data copies between the following managed fields by default:
Price Book Item Field Ticket Item Field FX5__Catalog_Cost__cFX5__Cost__cFX5__Catalog_Description__c
FX5__Description_Override__c[1]FX5__Description__cFX5__Catalog_UOM__cFX5__Catalog_UOM__cFX5__COGS_Account__cFX5__COGS_Account__cFX5__Cost_Plus_Markup_Amount__cFX5__Cost_Plus_Markup_Amount__cFX5__Cost_Plus_Markup_Percent__cFX5__Cost_Plus_Markup_Percent__cFX5__Default_Quantity__cFX5__PBI_Default_Quantity__c
FX5__Input_Qty__cFX5__Discount_Percent__cFX5__Discount_Percent__cFX5__Enable_Dynamic_Parenting__cFX5__PBI_Enable_Dynamic_Parenting__cFX5__Included_Quantity__cFX5__PBI_Included_Quantity__cFX5__Income_Account__cFX5__Income_Account__cFX5__Locked_Description__cFX5__PBI_Locked_Description__cFX5__Locked_Discount__cFX5__PBI_Locked_Discount__cFX5__Locked_Price_Markup__cFX5__PBI_Locked_Price_Markup__cFX5__Maximum_Quantity__cFX5__PBI_Maximum_Quantity__cFX5__Minimum_Charge__cFX5__PBI_Minimum_Charge__cFX5__Minimum_Quantity__cFX5__PBI_Minimum_Quantity__cFX5__Parent_Price_Book_Item__cFX5__Parent_Ticket_Item__cFX5__Price__cFX5__Price__cFX5__Pricing_Method__cFX5__PBI_Pricing_Method__cFX5__Required_Item__cFX5__PBI_Required_Item__cFX5__Requires_Parent_Item__cFX5__PBI_Requires_Parent_Item__cFX5__Sequence_Number__cFX5__Sequence_Number__cFX5__Standby_Price__cFX5__Standby_Price__cFX5__Surcharge_Env__cFX5__PBI_Surcharge_Env__cFX5__Surcharge_Fuel__cFX5__PBI_Surcharge_Fuel__cFX5__Ticket_Item_Record_Type__cRecordType -
You can add custom fields to copy additional information between price book items and ticket items.
Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Ticket Item objects.
Relationship with Quote Items
Basics
When you convert a quote into a job, you can add items on the quote to tickets.
Copying Data from Quote Items
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When you add a quote item to a ticket, data copies from the quote item to the ticket item.
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Data copies between the following managed fields by default:
Quote Item Field Ticket Item Field Cost__c[2]FX5__Cost__cFX5__Catalog_UOM__cFX5__Catalog_UOM__cFX5__Description__cFX5__Description__cFX5__Discount_Percent__cFX5__Discount_Percent__cFX5__Parent_Quote_Item__cFX5__Parent_Ticket_Item__cFX5__PBI_Default_Quantity__cFX5__PBI_Default_Quantity__cFX5__PBI_Enable_Dynamic_Parenting__cFX5__PBI_Enable_Dynamic_Parenting__cFX5__PBI_Included_Quantity__cFX5__PBI_Included_Quantity__cFX5__PBI_Locked_Description__cFX5__PBI_Locked_Description__cFX5__PBI_Locked_Discount__cFX5__PBI_Locked_Discount__cFX5__PBI_Locked_Price_Markup__cFX5__PBI_Locked_Price_Markup__cFX5__PBI_Maximum_Quantity__cFX5__PBI_Maximum_Quantity__cFX5__PBI_Minimum_Charge__cFX5__PBI_Minimum_Charge__cFX5__PBI_Minimum_Quantity__cFX5__PBI_Minimum_Quantity__cFX5__PBI_Pricing_Method__cFX5__PBI_Pricing_Method__cFX5__PBI_Required_Item__cFX5__PBI_Required_Item__cFX5__PBI_Requires_Parent_Item__cFX5__PBI_Requires_Parent_Item__cFX5__PBI_Surcharge_Env__cFX5__PBI_Surcharge_Env__cFX5__PBI_Surcharge_Fuel__cFX5__PBI_Surcharge_Fuel__cFX5__Price__cFX5__Price__cFX5__Qty__cFX5__Input_Qty__cFX5__Sequence_Number__cFX5__Sequence_Number__cRecordTypeRecordType -
You can add custom fields to copy additional information between quote items and ticket items.
Make sure custom fields have the same name, data type, length, and decimal places on both the Quote Item and Ticket Item objects.
Step-by-Step Guides
Adding Ticket Items
FieldFX Back Office
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The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Click Expand on the right side of the page
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Select price book items
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Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker
FieldFX Mobile
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Select Add
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Select an item type
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Select a record type
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Select items
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Select Add
Child items get added automatically when you add their parent item. -
(Optional) Enter details before saving
Adding Ticket Items from a Hierarchical Price Book
FieldFX Back Office
Prerequisite
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Open the Ticket Item Builder
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The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Click Expand on the right side of the page
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Click Extended Price Book Items
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Select price book items
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Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker
FieldFX Mobile
Prerequisite
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Select Add
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Perform a keyword search to locate the items and select Show More from Extended Price Book
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Select items
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Select Add
Child items get added automatically when you add their parent item
Adding Child Ticket Items
FieldFX Back Office
Prerequisite
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Open the Ticket Item Builder
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The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Click Add Child Items next to a dynamic parent item
THe Item picker opens.
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Select child items
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Click Add Selected
The child items display indented under their parent item.
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Click Close on the left side of the Item picker
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Click Add Child Items
Add Child Items mode is now disabled.
FieldFX Mobile
Prerequisite
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select a dynamic parent item
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Select Update
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Select Add Child Items
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Select child items
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Select Add
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(Optional) Enter details before saving
The child items display below the parent item.
Copying Ticket Items
FieldFX Back Office
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Open the Ticket Item Builder
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Move down to the Item grid
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Select items
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Click Copy Selected
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Click OK
FieldFX Mobile
Prerequisite
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the items
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Select Update
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Select Copy
Editing a Ticket Item
FieldFX Back Office
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Open the Ticket Item Builder
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Move down to the Item grid
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Click the arrow next to the item
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Click Edit
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Make edits
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Click Save
FieldFX Mobile
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the item
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Make edits
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Select Save
Editing Multiple Ticket Items
FieldFX Back Office
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Open the Ticket Item Builder
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Move down to the Item grid
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Select items
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Click Bulk Update
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Make edits on the Updated Selected Items panel
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Click Update
FieldFX Mobile
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the items to edit
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Select Update
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Select Bulk Edit
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Select the field to edit
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Enter new information
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Select Save
Applying Stage Pricing to Ticket Items
FieldFX Back Office
Prerequisite
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Open the Ticket Item Builder
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Move down to the Item grid
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Select items
You can’t apply stage pricing to items that have Locked Discount selected. -
Click Apply Stage Pricing
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In Total Staging Price, enter the price to charge for the items
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Click Apply
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The total price for the items is now the specified stage price.
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The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
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FieldFX Mobile
Prerequisite
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select items
You can’t apply stage pricing to items that have Locked Discount selected. -
Select Update
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Select Stage Price
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In Total Stage Pricing, enter the price to charge for the items.
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Select Save.
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The total price for the items is now the specified stage price.
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The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
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Deleting Ticket Items
FieldFX Back Office
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Open the Ticket Item Builder
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Move down to the Item grid.
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Select items.
You can’t delete an item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
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Click Delete Selected
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Click OK
FieldFX Mobile
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the items to delete
You can’t delete a ticket item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
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Select Update.
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Select Delete
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Select DELETE
Recommended Reading
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Learn how the Ticket Item Builder works
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Learn how the Ticket Item Grid works
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Learn how the Ticket Item Wizard works
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use ticket items