Prohibited Item Rules

Both Advanced Pricing Module (APM) and FX CPQ (legacy) modules allow administrators to control item applicability, but the Advanced Pricing Module introduces compliance actions that actively prevent certain items from being added under specific conditions. This capability extends beyond CPQ’s Back Office-only approach and enforces compliance in Mobile workflows.

Use prohibited item rules to prevent unsafe, incompatible, or contract-restricted items from being added to jobs or tickets.

Key Differences

Feature Advanced Pricing Module 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 they violate the conditions.

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:

  • 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).

Prohibited Item Behavior

When a prohibited item rule is triggered:

  • The item cannot be added in Back Office or Mobile

  • A compliance message explains why the item is blocked

  • On Mobile, the technician must remove the item before the ticket can be completed

  • Prohibited rules always take precedence over recommended or pricing overrides

If multiple rules apply to the same item, Prohibit Item actions are enforced before required, recommended, or price override actions.

For example, if an item is both prohibited and recommended under different rules, the item will be blocked from addition and the recommendation will not be applied.

Common Use Cases

  • Prevent incompatible chemicals under sour gas or corrosive conditions

  • Block non-compliant materials for regulated waste disposal jobs

  • Disallow deprecated or restricted SKUs after regulatory changes

  • Prevent consumer-grade items from being used on industrial service tickets

Rule Evaluation Order

Prohibited Item rules are evaluated first and take precedence over all other rule types.

Scope and Limitations

Prohibited Item rules:

  • Block item addition when conditions are met

  • Prevent ticket completion if prohibited items exist

  • Override required or recommended item rules

Step-by-Step Setup Guide

Complete these sections 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 Navigate to Conditional Pricing Admin Tool.

2. Navigate to Conditional Pricing Admin Tool

  1. Navigate to FieldFX Admin Tools → Conditional Pricing.

  2. Click New Rule.

  3. Define rule conditions:

    • Example: Waste Type = "Hazardous"

    • Example: Downhole Temperature > 200°F

  4. Under Actions, select:

    • Prohibit Item.

  5. Choose the item(s) from the price book that should be blocked when conditions are met.

  6. Continue with Save and Activate the Rule.

3. Save and Activate the Rule

  1. Review logic and linked items.

  2. Set status to Active.

  3. Ensure association with the correct price book.

  4. Continue with Configure Mobile Enforcement.

4. Configure Mobile Enforcement

  1. Open Sync Profile Manager.

  2. Include Job and Price Book Dispatch.

  3. Validate staged data permissions for Mobile users.

  4. Continue with Test the Rule.

5. Test in Back Office and Mobile

  1. Verify that prohibited items cannot be added to quotes or tickets under defined conditions.

  2. Confirm that Mobile users receive compliance messages when attempting to add prohibited items.

  3. Continue with Document and Audit.

6. Document and Audit

  1. Maintain a reference sheet for rule conditions and prohibited items.

  2. Periodically review compliance logic for accuracy and business alignment.

Best Practices

  • Use prohibited rules for safety-critical or contract-restricted items.

  • Combine with required or recommended rules for comprehensive compliance.

  • Test thoroughly in Mobile to ensure enforcement works in real-world workflows.

  • Document rule logic for training and audit purposes.