Price and Cost Overrides by Treatment Facility (APM)

This example shows how to configure an Advanced Pricing Module (APM) rule to override price and cost based on the treatment facility.

With this configuration:

  • Price and cost values update dynamically when the treatment facility on a quote item or ticket item matches the rule conditions.

  • Overrides apply during both Back Office and Mobile workflows.

In APM, overrides are configured as rule actions. They are evaluated only when the defined conditions are met and do not permanently change base price book values.

Setup Instructions

Follow these steps.

1. Confirm Prerequisites

  • APM is installed and configured.

  • Treatment Facility (Treatment_Facility__c) is available on:

    • Quote Item

    • Ticket Item

Licenses

  • FieldFX Base Managed Package

  • FieldFX E‑Ticketing

  • Advanced Pricing Module (purchased separately)

Installed Components

  • Latest FieldFX Managed Package

  • FieldFX Mobile app with connected app configuration

User Permissions
System

API Enabled, Customize Application, View Setup and Configuration

Object Access

FX5__Price_Book__c, FX5__Price_Book_Item__c, FX5__Field_Rule__c, FX5__Field_Action__c, FX5__Staged_Data__c

Apex Class Access

all FX5 pricing and sync classes

Visualforce Page Access

all FX5 admin pages

Admin Tool Permission Sets

  • AdminTool_Conditional_Pricing

  • AdminTool_Price_Book_Rules

  • AdminTool_Sync_Profile_Wizard
Process

  1. Ensure there is an active Advanced Pricing Module license.

  2. You have correctly configured Price Books and items in Back Office.

  3. Sync Profile configuration for Mobile enforcement:

    • Job and Price Book Dispatch enabled

    • Staged data permissions validated for Mobile users

  4. FieldFX Managed Package and Mobile app installed and updated.

Continue with 2. Create a Conditional Pricing Rule.

2. Create a Conditional Pricing Rule

  1. Open FieldFX Admin Tools → Conditional Pricing.

  2. Click New Rule.

  3. Enter a descriptive name, such as:

    Price and Cost Override by Treatment Facility

Use clear, descriptive rule names to simplify maintenance and auditing.

Continue with 3. Define Rule Conditions.

3. Define Rule Conditions

Configure the rule to apply when the treatment facility matches.

Example 1. Condition

Treatment Facility equals the Treatment Facility on the item

Optionally refine the condition:

  • Catalog Item equals the selected Catalog Item
    OR

  • Catalog Item is blank (applies to all items for that facility)

Group conditions logically to ensure the correct override is applied without creating redundant or conflicting rules.

Continue with 4. Define Rule Actions.

4. Define Rule Actions

Under Actions, configure the override behavior:

  • Select Override Price/Cost

  • Specify:

    • Price

    • Cost

Enter the override values to apply when the conditions are met.

Override values apply only when the rule conditions evaluate to true and do not modify the underlying price book.

Continue with 5. Activate and Configure the Rule.

5. Activate and Configure the Rule

  1. Save the rule.

  2. Activate the rule.

  3. Configure Sync Profiles to ensure the rule is available in Mobile.

    If sync profiles do not include price book and rule data, Mobile users will not receive override behavior.

  4. Continue with 6. Test the Rule.

6. Test the Rule

Test in both Back Office and Mobile:

  1. Create a quote or ticket.

  2. Select a treatment facility.

  3. Verify that:

    • Price and cost values update as expected

    • Overrides apply only when conditions are met

Always test rules in a sandbox environment before deploying to production.