Example of Quantity-Based Price Override Rule (APM, Well Depth)

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:

This example demonstrates how to configure price overrides based on a quantity-driven attribute. In this case, pricing is determined by well depth.

Expected Behavior

After configuration:

  • The price of quote items updates based on the selected well depth.

  • The price of ticket items updates based on the selected well depth.

Before you begin

  • Access to FieldFX Back Office

  • Salesforce Classic enabled

  • Required permissions to create fields and edit page layouts

Setup Overview (APM)

Step 1: Create Required Custom Fields

If these fields do not already exist, create them.

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.

Object Custom Fields

Ticket__c

WellDepth__c

Ticket_Item__c

TicketWellDepth__c (Formula)

FX5__Ticket__r.WellDepth__c

Overrider__c

MinDepth__c, MaxDepth__c

Step 2: Update Page Layouts

Ensure the following fields are available on the relevant layouts.

Page Layout

Fields

Override Configs

IsAggregation, Sort Clause, Limit

Overrides

MinDepth, MaxDepth, Price

Price Book Item

Override Price Method

Step 3: Create Override Configuration

  1. Open the Override Configs tab.

  2. Click New.

  3. Enter the following values:

    Field Value

    Name

    Price Override by Well Depth

    Applies to SObject

    Add Ticket and Quote to Chosen

    Override Fields

    FX5__Price__c

    Override Type

    Price

    Filter Clause

    		 
    FX5__CustomerAccount__c==$FX5__CustomerAccount__c &&
FX5__Catalog_Item__c==$FX5__Catalog_Item__c

    Sort Clause

    WellDepth__c

    Limit

    1

  4. Click Save.

The sort clause ensures that the closest matching depth range is selected when multiple overrides qualify.

Step 4: Create Override Records

  1. Open the Overrides tab.

  2. Click New.

  3. Set Applies to SObject to include Ticket and Quote.

  4. Create the following override records:

    MinDepth MaxDepth Price

    50

    500

    100

    500

    599

    200

    600

    699

    300

Step 5: Assign Override to Price Book Item

  1. Open a Price Book Item record.

  2. Set Override Price Method to Price Override by Well Depth.

  3. Click Save.

Result

When a well depth value is set on a ticket or quote item:

  • The system evaluates matching overrides based on depth range.

  • The applicable price is applied automatically.