Tax and Environmental Fee Rules

Tax and Environmental Fee rules allow administrators to automatically apply taxes or environmental surcharges to items based on predefined conditions. These rules ensure regulatory compliance, accurate invoicing, and proper cost allocation.

Key Differences

Feature Advanced Pricing Module FX CPQ (Legacy)

Enforcement

Back Office and FieldFX Mobile App

During quote creation in Back Office only

Actions Supported

Required, Recommended, Prohibited, Apply Fee, Apply Environmental Fee

Required (via rule), Apply Fee

Conditions

Job/ticket-level + field conditions (e.g., jurisdiction, waste type, disposal method)

Quote-level conditions only

Compliance

Blocks ticket completion when prohibited items or required fees apply.

No support for prohibited or blocking actions

Setup Tool

Admin Tool – Conditional Pricing

CPQ Rule Engine

Common Use Cases

  • Apply state or provincial sales tax based on job jurisdiction.

  • Add hazardous waste disposal fees when specific waste types are selected.

  • Enforce environmental surcharges for regulated materials or regions.

Highlights

Advanced Pricing Module FX CPQ (Legacy)

  • Rules apply across Back Office and FieldFX Mobile App workflows.

  • Compliance actions include:

    • Apply Tax (adds tax percentage or fixed amount)

    • Apply Environmental Fee (adds surcharge based on conditions)

    • Prohibit Item (optional for compliance)

  • Supports field-condition triggers for dynamic fee application.

  • Requires Mobile sync profile configuration to dispatch updated fee tables and staged data.

  • Rules apply only during quote creation in Back Office.

  • Focused on applicability and fee overrides.

  • No support for prohibited or recommended actions.

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

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, for example:

    • Jurisdiction = "California"

    • Waste Type = "Hazardous"

  4. Continue with 3. Define Rule Actions.

3. Define Rule Actions

  1. Under Actions, select:

    • Apply Tax or Apply Environmental Fee.

  2. Enter fee details:

    • Specify target fields (Tax or Fee).

    • Input values or formulas (e.g., Tax = 8%, Environmental Fee = 50).

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

  4. Save and activate the rule.

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  5. Continue with 4. Configure Sync Profiles.

4. Configure Sync Profiles

  1. Configure sync profiles to dispatch updated fee tables 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 FieldFX Mobile App:

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

  • Verify that the tax or environmental fee appears correctly.

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

In FieldFX Mobile App, applied taxes and environmental fees are automatically added to the ticket.

Field users cannot remove or edit these fees unless their role explicitly allows overrides.

Best Practices

  • Use clear naming conventions for rules to simplify maintenance.

  • Always define effective dates to prevent unintended fee application.

  • Test in a sandbox environment before deploying to production.

  • Document logic for audit and training purposes.

  • Retain documentation for tax and environmental fee rules to support audits and regulatory reviews.

  • Align rule effective dates with local tax authority changes.