FX CPQ Object Relationships
Basics
The FX CPQ module relies on the following key objects:
| Object | Parent | Description |
|---|---|---|
Job |
- |
Work performed for a customer |
Price Book |
- |
Controls the pricing of billable items on quotes/tickets |
Quote |
- |
Estimate for work needed by a customer |
Quote Item |
Quote |
Billable item to be used during work needed by a customer |
Rule |
- |
Has criteria that triggers rule actions if a record meets the criteria |
Rule Action |
Rule |
Adds or removes items on quotes/tickets |
Ticket |
Job |
Record details about work completed on a job |
Ticket Item |
Ticket |
Billable item used during work completed for a ticket |
How it Works
The objects for the FX CPQ module work together as follows:
