Advanced Pricing Module Object Relationships

The Advanced Pricing Module (APM) organizes pricing and compliance logic through a hierarchical set of objects designed for operational flexibility across Back Office and Mobile.

At the top level, Jobs represent the overall work scope, which contain Tickets for specific service instances.

Each ticket includes Ticket Items, where there is application of pricing and compliance rules.

Supporting these core objects are Pricing Rule Sets, which define actions such as required, recommended, or prohibited items, and Field Conditions, which enable dynamic pricing based on real-world factors like temperature, pressure, or location. This structure ensures consistent, rule-driven pricing and compliance throughout the workflow.

APM uses its own set of objects differing from those used in FX CPQ.

APM does not reuse CPQ objects; it implements its own hierarchy for jobs and tickets, adding compliance and dynamic pricing capabilities.

APM vs. FX CPQ Object Model

Aspect Flow Details

FX CPQ Objects

Quote → Quote Line → Price Book → Price Rule

Back Office–centric, tied to Salesforce quote workflows.

APM Objects

Job → Ticket → Ticket Item

Additional layers:

  • Pricing Rule Set → Compliance Actions (required, recommended, prohibited)

  • Field Conditions → Dynamic Pricing triggers

Key Difference

APM introduces new operational objects and logical layers that don’t exist in FX CPQ. It broader control across Back Office and Mobile, whereas CPQ only had quote-level pricing.

Key APM Objects

The Advanced Pricing Module (APM) relies on the following core and supporting objects. Core objects represent operational records used during job execution, while supporting objects provide pricing logic and compliance behavior.

Object Parent Description Notes

Compliance Actions

-

Defines rules such as required, recommended, or prohibited items.

Supporting Object

Field Conditions

-

Dynamic triggers based on operational data (e.g., temperature, pressure, waste type).

Job

-

Work performed for a customer

Core Object

Price Book

-

Controls the pricing of billable items on quotes/tickets

Pricing Rule Set

-

Holds pricing logic and compliance actions

Supporting Object

Quote

-

Estimate for work needed by a customer

Core Object

Quote Item

Quote

Billable items used during work needed by a customer

Rule

-

Has criteria that triggers rule actions if a record meets the criteria

Rule Action

Rule

Adds or removes items on quotes/tickets

Ticket

Job

Record details about work completed on a job

Ticket Item

Ticket

Billable items used during work completed for a ticket

APM Object Relationship Flow

The objects for the APM module work together as follows:

Flowchart of the relationship between objects for FX CPQ/APM

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

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