FXL Quote to Job

Prerequisites

Basics

  • FXL Quote to Job enables FieldFX Back Office users to convert a quote to a job when using Lightning Experience.

  • To be converted to a Job, a Quote must have values for Customer, Office, and Price Book.

  • If the Quote has a value for Job Type with a matching Job Record Type, the new Job will have that record type.

  • 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.

  1. Access FieldFX Back Office

  2. Switch to the Lightning Experience

  3. Access the Quote

  4. Click the Quote’s Jobs tab

  5. Click Create Job from Quote

    The system administrator can change where the button displays and the label for the button.

  6. Click Create Job

    Quote to Job’s Create Job button example
  7. Make the following entries:

    • Select the Record Type to use for the Job

    • 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.

    • Select the record type to use for the generated Ticket

      This option can be disabled by the system administrator.

  8. Click the Job ID to work with the new Job record

    Example of a Job ID link