Ticket Items

Introduction

A ticket item is a billable item used during work completed for a ticket.

For example, Labor charges or equipment rental

Every ticket item is linked to a price book item.

To add ticket items, use the Ticket Item Builder or Ticket Item Wizard.

Prerequisites

To use ticket items, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Relationship with Price Book Items

You can add price book items to a ticket from the:

Copying Data from Price Book Items

When you add a price book item to a ticket, data copies from the price book item to the ticket item.

Data copies between the following managed fields by default:

Price Book Item Field Ticket Item Field

FX5__Catalog_Cost__c

FX5__Cost__c

FX5__Catalog_Description__c
FX5__Description_Override__c

If you don’t make an entry in the FX5__Description_Override__c field, ticket items inherit their description from the FX5__Catalog_Description__c field in the price book item.

FX5__Description__c

FX5__Catalog_UOM__c

FX5__Catalog_UOM__c

FX5__COGS_Account__c

FX5__COGS_Account__c

FX5__Cost_Plus_Markup_Amount__c

FX5__Cost_Plus_Markup_Amount__c

FX5__Cost_Plus_Markup_Percent__c

FX5__Cost_Plus_Markup_Percent__c

FX5__Default_Quantity__c

FX5__PBI_Default_Quantity__c
FX5__Input_Qty__c

FX5__Discount_Percent__c

FX5__Discount_Percent__c

FX5__Enable_Dynamic_Parenting__c

FX5__PBI_Enable_Dynamic_Parenting__c

FX5__Included_Quantity__c

FX5__PBI_Included_Quantity__c

FX5__Income_Account__c

FX5__Income_Account__c

FX5__Locked_Description__c

FX5__PBI_Locked_Description__c

FX5__Locked_Discount__c

FX5__PBI_Locked_Discount__c

FX5__Locked_Price_Markup__c

FX5__PBI_Locked_Price_Markup__c

FX5__Maximum_Quantity__c

FX5__PBI_Maximum_Quantity__c

FX5__Minimum_Charge__c

FX5__PBI_Minimum_Charge__c

FX5__Minimum_Quantity__c

FX5__PBI_Minimum_Quantity__c

FX5__Parent_Price_Book_Item__c

FX5__Parent_Ticket_Item__c

FX5__Price__c

FX5__Price__c

FX5__Pricing_Method__c

FX5__PBI_Pricing_Method__c

FX5__Required_Item__c

FX5__PBI_Required_Item__c

FX5__Requires_Parent_Item__c

FX5__PBI_Requires_Parent_Item__c

FX5__Sequence_Number__c

FX5__Sequence_Number__c

FX5__Standby_Price__c

FX5__Standby_Price__c

FX5__Surcharge_Env__c

FX5__PBI_Surcharge_Env__c

FX5__Surcharge_Fuel__c

FX5__PBI_Surcharge_Fuel__c

FX5__Ticket_Item_Record_Type__c

RecordType

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

When you convert a quote into a job, you can add items on the quote to tickets.

Copying Data from Quote Items

When you add a quote item to a ticket, data copies from the quote item to the ticket item.

Data copies between the following managed fields by default:

Quote Item Field Ticket Item Field

Cost__c

To copy data to the FX5__Cost__c field on ticket items, add a custom field named Cost__c+ to the Quote Item object.

FX5__Cost__c

FX5__Catalog_UOM__c

FX5__Catalog_UOM__c

FX5__Description__c

FX5__Description__c

FX5__Discount_Percent__c

FX5__Discount_Percent__c

FX5__Parent_Quote_Item__c

FX5__Parent_Ticket_Item__c

FX5__PBI_Default_Quantity__c

FX5__PBI_Default_Quantity__c

FX5__PBI_Enable_Dynamic_Parenting__c

FX5__PBI_Enable_Dynamic_Parenting__c

FX5__PBI_Included_Quantity__c

FX5__PBI_Included_Quantity__c

FX5__PBI_Locked_Description__c

FX5__PBI_Locked_Description__c

FX5__PBI_Locked_Discount__c

FX5__PBI_Locked_Discount__c

FX5__PBI_Locked_Price_Markup__c

FX5__PBI_Locked_Price_Markup__c

FX5__PBI_Maximum_Quantity__c

FX5__PBI_Maximum_Quantity__c

FX5__PBI_Minimum_Charge__c

FX5__PBI_Minimum_Charge__c

FX5__PBI_Minimum_Quantity__c

FX5__PBI_Minimum_Quantity__c

FX5__PBI_Pricing_Method__c

FX5__PBI_Pricing_Method__c

FX5__PBI_Required_Item__c

FX5__PBI_Required_Item__c

FX5__PBI_Requires_Parent_Item__c

FX5__PBI_Requires_Parent_Item__c

FX5__PBI_Surcharge_Env__c

FX5__PBI_Surcharge_Env__c

FX5__PBI_Surcharge_Fuel__c

FX5__PBI_Surcharge_Fuel__c

FX5__Price__c

FX5__Price__c

FX5__Qty__c

FX5__Input_Qty__c

FX5__Sequence_Number__c

FX5__Sequence_Number__c

RecordType

RecordType

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.

Fields that are prefixed with Locked_ prevent the editing of the related field (with the similar API name) when the locking field is True.

You can add your own Custom Locking Fields to the Ticket Item

When a locked field on a Price Book Item or Quote Item is added to the Ticket, the Quote Item’s matching field is also locked.

Step-by-Step Guides

You can complete these tasks in FieldFX Back Office or FieldFX Mobile:

Adding Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Click Expand on the right side of the page.

    Expand button
  3. Select price book items.

  4. Click Add Selected.

    Child items get added automatically when you add their parent item.
  5. Click Close on the left side of the Item picker.

    Collapse button

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Select an item type.

    Item item filter selection
  6. Select a record type.

    Record type list
  7. Select items.

    Selecting ticket items gif
  8. Select Add.

    Green add button
    Child items get added automatically when you add their parent item.
  9. (Optional) Enter details before saving.

Adding Ticket Items from a Hierarchical Price Book

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Click Expand on the right side of the page.

    Expand button
  3. Click Extended Price Book Items.

    Extended price book example
  4. Select price book items.

  5. Click Add Selected.

    Child items get added automatically when you add their parent item.
  6. Click Close on the left side of the Item picker.

    Collapse button

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Perform a keyword search to locate the items and select Show More from Extended Price Book.

    FieldFX Mobile Extended Items example
  6. Select items.

  7. Select Add.

    Green add button
    Child items get added automatically when you add their parent item.

Adding Child Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Click Add Child Items next to a dynamic parent item.

    Selecting the add child button

    THe Item picker opens.

  3. Select child items.

  4. Click Add Selected.

    The child items display indented under their parent item.

  5. Click Close on the left side of the Item picker.

    Collapse button
  6. Click Add Child Items.

    Disabling the add child items feature

    Add Child Items mode is now disabled.

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select a dynamic parent item.

  5. Select Update.

    Update gear button
  6. Select Add Child Items.

  7. Select child items.

  8. Select Add.

    Green add button
  9. (Optional) Enter details before saving.

    The child items display below the parent item.

    Items with a parent and children

Copying Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Copy Selected.

  5. Click OK.

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items.

  5. Select Update.

    Update gear button
  6. Select Copy.

Editing a Ticket Item

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Move down to the Item grid.

  3. Click the arrow next to the item.

    Circle arrow button example
  4. Click Edit.

  5. Make edits.

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Click Save.

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the item.

  5. Make edits.

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price of items that have Locked Price/Markup selected.

  6. Select Save

    Blue check save button

Editing Multiple Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Bulk Update.

  5. Make edits on the Updated Selected Items panel.

    Update Selected Items panel example

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Click Update.

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items to edit.

  5. Select Update.

    Update gear button
  6. Select Bulk Edit.

  7. Select the field to edit.

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price of items that have Locked Price/Markup selected.

  8. Enter new information.

  9. Select Save.

    Green check save button

Applying Stage Pricing to Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Move down to the Item grid.

  3. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  4. Click Apply Stage Pricing.

  5. In Total Staging Price, enter the price to charge for the items.

  6. Click Apply.

    • The total price for the items is now the specified stage price.

    • The discount percentage of each item also updates.

    • To remove stage pricing, delete the items and then re-add them.

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  5. Select Update.

    Update gear button
  6. Select Stage Price.

    Blue pricing button
  7. In Total Stage Pricing, enter the price to charge for the items.

  8. Select Save.

    Green check save button
    • The total price for the items is now the specified stage price.

    • The discount percentage of each item also updates.

    • To remove stage pricing, delete the items and then re-add them.

Deleting Ticket Items

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Move down to the Item grid.

  3. Select items.

    You can’t delete an item if:

    Child items get deleted automatically when you delete their parent item.

  4. Click Delete Selected.

  5. Click OK.

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items to delete.

    You can’t delete a ticket item if:

    Child items get deleted automatically when you delete their parent item.

  5. Select Update.

    Update gear button
  6. Select Delete.

  7. Select DELETE.

Videos

Adding Ticket Items

FieldFX Back Office

FieldFX Mobile

Adding Child Ticket Items

FieldFX Mobile