Conditional Pricing

Introduction

The Conditional Pricing Tool creates the configuration records the FX CPQ Override Engine uses to update the price or cost of quote items, ticket items, and/or invoice items based on criteria.

When a price/cost override applies to an item, the item’s price/cost changes automatically and cannot be changed manually.

An Override Configuration set up in the Conditional Pricing Admin Portal Tool defines the rules that determine whether an Override should apply.

An Override defines the value to use when an Override Configuration applies.

Override values are defined in the Overrides tab in Back Office.

Prerequisites

To setup Override Engine, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing for the first time

  • FX CPQ minimum permissions

  • System permissions:

    • Customize Application

    • Manage Profiles and Permission Sets

    • View Setup and Configuration

Guidelines

Guidelines for Override Configurations and Override Values with Null Values are included below.

Override Configurations

You can configure the overrides for the following:

Records Updated by Overrides

The Applies to SObject field controls the records updated by overrides.

You can apply overrides to quote items, ticket items, and/or invoice items.

Override Configurations set up in the Conditional Pricing Admin Tool are assigned to Price Book Items in Back Office.

Prices and Costs to use when an override condition applies are defined in the Overrides Tab in Back Office

Fields Updated by Overrides

Enter the field(s) to update in Override Fields.

Select the Override Field(s) to which overrides apply.

Only fields that can be used for the Conditional Pricing display.

Override Cases

Add one or more Cases describe when an override condition should apply.

Each case contains one or more Criterion.

Add a Criterion to the Always Case if the condition must always be True for the override to apply.

An Always Case is joined logically with an AND operator to other cases.

Add an Or Case if the case may or may not apply. As long as one Or Case applies, the override is allowed.

An Or Case is joined logically with an OR operator to other cases.

Override criteria maps fields on the Override object to fields on the object to which overrides apply.

The OR operator condition use is very important when used in FX Mobile. The OR case should be written in the order of precedence.

Handle Multiple Overrides

Sometimes there are multiple overrides applicable to an item.

To handle this, you must define sorting and limits to decide which override to use.

Complete the following fields to handle multiple overrides:

Field Description

Sort Clause

Enter the sort order of applicable overrides.

Example 1. Sort by Catalog Item

Select Catalog Item to sort overrides in order by catalog item

Sort Direction

Whether to arrange matching criteria in Ascending or Descending order

Limit

Enter the number of overrides to consider.

Example 2. Limit value examples

If you enter 1, only the first applicable override will be considered

If you enter 5, the first five applicable overrides will be considered

Override Values with Null Values

Select the Apply Null toggle to override existing field values with null values.

This feature can be useful in situations where you want to clear the value entered in a field when an item meets certain criteria.

Price Overrides

Here are examples for price overrides based on customer and quantity. Setup instructions for each example are provided.

Example: Adding Price Overrides Based on Customer

Scenario

In this example, we will add price overrides based on the customer.

Once we set up the overrides:

Setup Instructions

  1. Log in to the Admin Portal at https://admin.fieldfx.com.

  2. Select the Conditional Pricing tool.

  3. Click the +Add button.

  4. Make the following entries:

    Field Name Entry

    Name:

    Price Override by Customer

    Override Type:

    Select Price

    Active:

    Click the toggle to turn it blue and activate the configuration.

    You can wait to do this until the configuration is ready to launch.

    Applies to SObject:

    Select Ticket Item and Quote Item

    Override Fields:

    Select Price then click out of the field.

    This entry maps the Price field on overrides to the Price field on quote items and ticket items.

    Sort Clause:

    Select Customer Account

    Sort Direction:

    Select Ascending

    Limit:

    1
    Screenshot of the Override Configuration header section with entries for this example

    Screenshot of the Override Configuration header section with entries for this example

  5. Click Continue.

  6. Click +Add Case.

  7. Select the radio button for Always Case, then click Add.

    We will add two different Criteria that both must be True, so they must be Always Cases for the override to apply.
    Always Case selected

    Screenshot showing the Always Case radio button selected

  8. Click + Add Criterion.

  9. Make the following entries:

    Field Entry

    Override Field:

    Customer Account

    Operation:

    Equals

    Type:

    Ticket/Quote Item

    sObject Field:

    Customer Account

    These entries say that the Customer Account on the Override must match the Customer Account on the Ticket or Quote for the override to apply.

  10. Click + Add, then click +Add Criterion.

  11. Make the following entries:

    Field Entry

    Override Field:

    Catalog Item

    Operation:

    Equals

    Type:

    Ticket/Quote Item

    sObject Field:

    Catalog Item

    These entries say that the Catalog Item on the Override must match the Catalog Item on the Ticket or Quote for the override to apply.

  12. Click +Add, then click Save.

    Two cases added as Always required

    Screenshot showing the two cases added as Always Cases

Complete the setup in FX Back Office by creating an Override for each customer as needed and adding the Override Configuration to Price Book Items as needed.

Example: Adding Price Overrides Based on Quantity

Scenario

In this example, we will add price overrides based on a quantity. More specifically, the price override will be based on well depth.

Once we set up the overrides:

Setup Instructions

Best Practice

Don’t use same or similar names for FieldFX standard objects, fields, and API Names. Using the same or similar names could cause performance issues in Salesforce platform and FieldFX.

  1. If not already created in your Org, create the following custom fields:

    • WellDepth__c field on Ticket__c

    • TicketWellDepth__c field on Ticket_Item__c as the following formula:

      FX5__Ticket__r.WellDepth__c

    • MinDepth__c and MaxDepth__c on Overrider__c

      If not already included, ensure the following fields are included on the specified page layouts:

    • IsAggregation, Sort Clause, and Limit on the Override Configs page` layout

    • MinDepth, MaxDepth, and Price on the Overrides page layout

    • Override Price Method on the Price Book Item page layout

  2. Log in to the Admin Portal at https://admin.fieldfx.com.

  3. Select the Conditional Pricing tool.

  4. Click the +Add button.

  5. Make the following entries:

    Field Entry

    Name:

    Price Override by Well Depth

    Override Type:

    select Price

    This matches the Price field in the Override to the Price field on quote items and ticket items.

    Active:

    Click the toggle to turn it blue and activate the configuration

    You can wait to do this until the configuration is ready to launch.

    Applies to SObject:

    select Ticket Item and Quote Item

    Override Fields:

    select Price then click out of the field

    This entry maps the Price field on overrides to the Price field on quote items and ticket items.

    Sort Clause:

    select Well Depth

    Sort Direction:

    select Ascending

    Limit:

    1

  6. Click Continue

  7. Click +Add Case

  8. Select the radio button for Always Case, then click Add

    We will add two different Criteria that both must be True, so they must be Always Cases for the override to apply.

  9. Click + Add Criterion

  10. Make the following entries:

    Field Entry

    Override Field:

    Customer Account

    Operation:

    Equals

    Type:

    Ticket/Quote Item

    sObject Field:

    Customer Account

    These entries say that the Customer Account on the Override must match the Customer Account on the Ticket or Quote for the override to apply.

  11. Click + Add, then click +Add Criterion

  12. Make the following entries:

    Field Entry

    Override Field:

    Catalog Item

    Operation:

    Equals

    Type:

    Ticket/Quote Item

    sObject Field:

    Catalog Item

    These entries say that the Catalog Item on the Override must match the Catalog Item on the Ticket or Quote for the override to apply.

  13. Click +Add, then click Save

To complete the setup, add Overrides in FX Back Office and assign the Price Book by Well Depth Override Configuration to appropriate Price Book Items.

Cost Overrides

Example: Adding Cost Overrides Based on Location

Scenario

In this example, we will add cost overrides based on the office.

`Once we set up the overrides:

Setup Instructions

  1. Log in to the Admin Portal at https://admin.fieldfx.com

  2. Select the Conditional Pricing tool

  3. Click the +Add button

  4. Make the following entries:

    Field Entry

    Name:

    Cost Override by Office

    Override Type:

    select Cost

    This matches the Cost field in the Override to the Cost field on quote items and ticket items.

    Active:

    Click the toggle to turn it blue and activate the configuration

    You can wait to do this until the configuration is ready to launch.

    Applies to SObject:

    select Ticket Item and Quote Item

    Override Fields:

    select Cost then click out of the field

    This entry maps the Cost field on overrides to the Cost field on quote items and ticket items.

    Sort Clause:

    select Office

    Sort Direction:

    select Ascending

    Limit:

    1

  5. Click Continue.

  6. Click +Add Case.

  7. Select the radio button for Always Case, then click Add.

    We will add two different Criteria that both must be True, so they must be Always Cases for the override to apply.

  8. Click + Add Criterion.

  9. Make the following entries:

    Field Entry

    Override Field:

    Office

    Operation:

    Equals

    Type:

    Ticket/Quote Item

    sObject Field:

    Office

    These entries say that the Office on the Override must match the Office on the Ticket or Quote for the override to apply.

  10. Click + Add, then click +Add Criterion.

  11. Make the following entries:

    Field Entry

    Override Field:

    Catalog Item

    Operation:

    Equals

    Type:

    Ticket/Quote Item

    sObject Field:

    Catalog Item

    These entries say that the Catalog Item on the Override must match the Catalog Item on the Ticket or Quote for the override to apply.

  12. Click +Add, then click Save.

To complete the setup, add Overrides in FX Back Office and assign the Cost Override by Office Override Configuration to appropriate Price Book Items.

Copy Conditional Pricing Configuration

Select the Copy icon to the right of a Conditional Pricing configuration on the list screen to copy the configuration.

Clip of the copy icon as it appears on the screen in the Admin Portal
Figure 1. Example of the Conditional Pricing Tool’s copy button

The configuration Header and Cases are copied to a new configuration.

Adjust the Name and any other field, case, or criteria as needed, then click Save.

This makes it easy to create additional configurations for similar situations, such as when both the Cost and Price fields should change under the same conditions.

Remove Conditional Pricing Configurations

Mark a Conditional Pricing as Inactive in the setups by clicking the Active toggle to turn it off.

This retains the configuration so that it can be reactivated at a later time.

Select the unlabeled checkbox of a configuration on the Conditional Pricing list screen to enable a Delete button.

You can select multiple configurations at the same time.

Click the Delete button to delete the configuration.

This cannot be undone.
Screenshot showing the Delete button after selecting one or more Override Configurations to remove
Figure 2. Two Override Configurations are selected, and the x Delete button is available

Refresh Conditional Pricing Tool

Sometimes changes in FieldFX Back Office affect information available in the Conditional Pricing Admin Tool.

  • Changes to the list of Override Configuration setups on the Conditional Pricing tool’s home page

  • After adding a field, make the new field available in the Conditional Pricing tool

Select the Refresh button to

  • update the list of Conditional Pricing configurations

  • add newly added fields to those available for rule configuration

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