Example of Office-Based Cost Override Rule (APM)

Cost Overrides adjust item costs dynamically based on defined criteria.

This example demonstrates how to configure cost overrides based on the selected office.

Configure cost overrides so that item cost varies by office.

After completing this configuration:

  • Quote items use the override cost associated with the selected office

  • Ticket items use the override cost associated with the selected office

Step-by-Step Guide

Key Steps

  1. Create an override configuration that defines matching criteria (Office + Catalog Item).

  2. Add override records for each office with the desired cost and activate the override records.

  3. Apply the override configuration to price book items.

1. Configure Override Rules

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Create an override configuration:

    1. Open the Override Configs tab

    2. Click New

    3. Complete the fields:

      Field Value Notes

      Name

      Cost Override by Office

      Applies to SObject

      Add Ticket and Quote

      Override Fields

      FX5__Cost__c

      Override Type

      Cost

      Filter Clause

      		 
      FX5__Office__c==$FX5__Office__c &&
FX5__Catalog_Item__c==$FX5__Catalog_Item__c

      Matches records by Office and Catalog Item

      Limit

      1

      Sort Clause

      FX5__Office__c

      Applies the first matching record based on Office

      Click Save

2. Add Override Records

  1. Open the Overrides tab

  2. Click New

  3. Complete the fields:

    Field Value Notes

    Applies to SObject

    Add Ticket and Quote

    Office

    Select an office

    Catalog Item

    Select a catalog item

    Applies to related quote and ticket items via price book items

    Override Type

    Cost

    Cost

    Enter the cost value for the selected office

    Click Save & New

  4. Select IsActive

  5. (Optional) Define an effective date range

  6. Repeat for additional offices as needed

3. Apply the Override Configuration

  1. Open the Price Book Items tab

  2. Edit a price book item

  3. Set Override Cost Method to Cost Override by Office

  4. Click Save

  5. Repeat for other price book items as needed.