Price/Cost Override Rules

Price/Cost Override rules allow administrators to dynamically adjust item pricing or cost based on predefined conditions. These rules ensure contract compliance, prevent revenue leakage, and enforce accurate billing.

Key Differences

Feature Advanced Pricing Module (APM) FX CPQ (Legacy)

Enforcement

Back Office and Mobile

Back Office only

Actions Supported

Required, Recommended, Prohibited, Override

Required (via rule), Override

Conditions

Job/ticket-level + field conditions (e.g., temperature, pressure, waste type)

Quote-level only

Compliance

Blocks prohibited items and prevents ticket completion if conditions are violated

No support for prohibited actions

Setup Tool

Admin Tool – Conditional Pricing

CPQ Rule Engine

Highlights

Advanced Pricing Module FX CPQ (Legacy)

  • Rules apply across Back Office and Mobile workflows.

  • Compliance actions include:

    • Prohibit Item (blocks item addition)

    • Add Required Item

    • Recommend Item

    • Override Price/Cost

  • Supports field-condition triggers for dynamic compliance.

  • Requires Mobile sync profile configuration to dispatch price books and staged data.

  • Rules apply only during quote creation in Back Office.

  • Focused on applicability and pricing overrides.

  • No support for prohibited or recommended actions.

  • Conditions limited to quote-level attributes (e.g., account, segment, geography).

Common Use Cases

  • Apply location‑based or offshore pricing adjustments

  • Override disposal or handling costs based on waste type

  • Enforce minimum pricing for specialized or regulated services

  • Adjust pricing dynamically based on operational field conditions

Step-by-Step Setup Guide

Complete these steps in order.

1. Confirm Prerequisites

Licenses

  • FieldFX Base Managed Package

  • FieldFX E‑Ticketing

  • Advanced Pricing Module (purchased separately)

Installed Components

  • Latest FieldFX Managed Package

  • FieldFX Mobile app with connected app configuration

User Permissions
System

API Enabled, Customize Application, View Setup and Configuration

Object Access

FX5__Price_Book__c, FX5__Price_Book_Item__c, FX5__Field_Rule__c, FX5__Field_Action__c, FX5__Staged_Data__c

Apex Class Access

all FX5 pricing and sync classes

Visualforce Page Access

all FX5 admin pages

Admin Tool Permission Sets

  • AdminTool_Conditional_Pricing

  • AdminTool_Price_Book_Rules

  • AdminTool_Sync_Profile_Wizard
Process

  1. Ensure there is an active Advanced Pricing Module license.

  2. You have correctly configured Price Books and items in Back Office.

  3. Sync Profile configuration for Mobile enforcement:

    • Job and Price Book Dispatch enabled

    • Staged data permissions validated for Mobile users

  4. FieldFX Managed Package and Mobile app installed and updated.

Continue with 2. Navigate to Conditional Pricing.

2. Navigate to Conditional Pricing

  1. Navigate to FieldFX Admin Tools → Conditional Pricing.

  2. Click New Rule.

  3. Define rule conditions:

    • Example: Service Type = "High-Pressure Pump"

    • Example: Job Location = "Offshore"

  4. Continue with 3. Define Rule Actions.

3. Define Rule Actions

  1. Under Actions, select:

    • Override Price/Cost.

  2. Enter override details:

    • Specify target fields (Price or Cost).

    • Input override values or formulas (e.g., Price = 150, Cost = 100).

  3. Optionally combine with other actions (e.g., Recommend Item).

  4. Save and activate the rule.

Rule Evaluation Behavior

Price/Cost Override rules are evaluated alongside other APM compliance rules.

When multiple rules target the same price or cost field, rule priority and evaluation order determine the final applied value.

When a job, ticket, or ticket item meets the defined rule conditions, FieldFX automatically evaluates all applicable Advanced Pricing rules. Each rule’s actions (such as pricing adjustments, recommended items, or prohibited items) are enforced on the quote, ticket, or ticket item.

  • If multiple rules apply, each applicable action is evaluated independently, based on its configured conditions

  • Taxes and environmental fees are applied as separate line items on the ticket and invoice

  • If a rule includes a Prohibit Item action, that action takes precedence and prevents the item from being added

  • Required and prohibited actions are enforced before ticket completion

In FieldFX Mobile, applied pricing actions (such as taxes, fees, or prohibited items) are enforced automatically. Field users cannot remove or modify these actions unless their assigned role allows overrides.

3a. Review and Activate the Rule

  1. Review rule conditions and override values.

  2. Set the rule status to Active.

  3. Confirm association with the correct price book.

  4. Continue with 4. Configure Sync Profiles.

4. Configure Sync Profiles

  1. Add sync profiles to dispatch updated price books and rules to Mobile.

  2. Validate that staged data permissions are correct for field users.

  3. Continue with 5. Test the Rule.

5. Test the Rule

Test in Back Office and Mobile:

  1. Create a sample job or ticket that meets the defined conditions.

  2. Verify that the overridden price or cost appears correctly.

  3. Confirm that compliance actions (if any) behave as expected.

User Experience Behavior

  1. Overrides apply automatically when conditions are met.

  2. Users cannot manually override system-enforced price or cost values.

Best Practices

  • Use clear naming conventions for rules to simplify maintenance

  • Always define effective dates to prevent unintended overrides

  • Test in a sandbox environment before deploying to production

  • Document logic for audit and training purposes

Scope and Limitations

Override Price/Cost rules:

  • Modify item pricing or cost dynamically

  • Do not add, remove, or block items

  • Do not independently enforce compliance or block ticket completion

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

Not Applicable