FXL Quote to Job
Prerequisites
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To use FXL Quote to Job, you need the following licenses:
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To use FXL Quote to Job , you must be using Lightning Experience with FieldFX Back Office and have the FieldFX Lightning Managed Package installed.
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To use the FXL Quote to Job, you need:
Basics
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FXL Quote to Job enables FieldFX Back Office users to convert a quote to a job when using Lightning Experience.
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To be converted to a Job, a Quote must have values for Customer, Office, and Price Book.
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If the Quote has a value for Job Type with a matching Job Record Type, the new Job will have that record type.
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Optionally, configure custom labels for the FXL Quote to Job Lightning Component, such as for translations.
Converting a Quote to a Job
These instructions are based on the default setup for the LiquidFrameworks provided Quote Lightning Record Page. Any customizations made may affect how the Quote to Job function works. |
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Switch to the Lightning Experience
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Access the Quote
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Click the Quote’s Jobs tab
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Click Create Job from Quote
The system administrator can change where the button displays and the label for the button.
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Click Create Job
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Make the following entries:
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Select the Record Type to use for the Job
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Complete any additional Job details in displayed fields
The ability to complete Job details can be disabled by the system administrator.
Required fields are marked with a red asterisk (
*
).Available values from the Quote automatically prefill the fields, but can be changed. Only editable fields display.
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Select the record type to use for the generated Ticket
This option can be disabled by the system administrator.
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Click the Job ID to work with the new Job record
Recommended Reading
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Learn how to setup the FXL Quote to Job.