Advanced Pricing Module Overview

Introduction

The new Advanced Pricing Module (APM) aims to enforce contract logic and improve billing accuracy by using price books, rules, and overrides to minimize manual edits and revenue loss. The main distinction is that Advanced Pricing extends these controls to the newer FieldFX Mobile App (running on iOS, Android, or Windows) and introduces compliance actions—such as required, recommended, or prohibited items—along with field‑condition triggers.

A separate license, not included in the base FieldFX license, must be purchased for the use of APM. Contact your account representative for more information.

FX CPQ remains supported for legacy customers, but no new functional parity with APM should be assumed beyond pricing overrides.

Applies To

  • Advanced Pricing Module (APM)

  • FieldFX Back Office

  • FieldFX Mobile (iOS, Android, Windows)

Advantages of APM over FX CPQ

This section provides a comprehensive comparison between the legacy FieldFX CPQ module and the new APM module. It highlights key differences in functionality, architecture, and licensing, as well as the advantages APM offers for modern pricing and compliance needs. Here you can understand why APM is more than a simple rebrand—it is an enhanced solution designed for accuracy, mobility, and operational efficiency.

Feature FX CPQ Advanced Pricing Module (APM)

Scope

Back Office only

Back Office and Mobile (iOS, Android, Windows)

Rule Engine

  • A powerful Rule Engine empowers your administrators with the ability to configure price books with rules that automatically add specific price book items onto quotes and tickets given certain conditions.

  • The Rule Engine adds required items to quotes and tickets automatically, even if salespeople and field supervisors forget to add them.

  • The Rule Engine also suggests recommended items to add and prevents you from adding disallowed items.

  • All of which eliminates revenue leakage due to missing billable items

  • Basic applicability and price overrides

  • Expanded actions: Required, Recommended, Prohibited, Overrides

Compliance Actions

Limited

Full compliance enforcement at point of service

Dynamic Triggers

Not supported

Supported (field conditions like temperature, pressure, location)

Mobile Enforcement

See note below

No

Yes – prevents missed billable items in the field

Licensing

Architecture

Legacy CPQ framework
Latest FieldFX architecture (25R2 and beyond)

Licensing

Included in base FieldFX license

Separate APM license required

Operational Accuracy

Manual edits often needed

End-to-end consistency from quote to cash

Mobile Enforcement

On Mobile, required items are automatically added to tickets and cannot be removed.

Prohibited items are blocked at entry.

Tickets cannot be completed if compliance rules are violated.

Back to Mobile Enforcement row

Features

The Advanced Pricing Module delivers significant improvements over the legacy FX CPQ module, making it a powerful tool for accurate, compliant, and efficient pricing management. Key advantages include:

  1. Mobile Integration

    APM extends pricing logic and compliance enforcement beyond the Back Office to FieldFX Mobile. This ensures pricing rules get applied at the point of service, reducing missed billable items and improving revenue capture.

  2. Expanded Compliance Actions

    APM introduces advanced rule actions that go beyond CPQ’s basic applicability:

    • Required Items – Automatically add mandatory items to tickets or quotes.

    • Recommended Items – Suggest optional items for upsell or operational completeness

    • Prohibited Items – Prevents the addition of incompatible or disallowed items

    • Overrides – Dynamically adjust pricing based on conditions.

  3. Dynamic Field-Condition Triggers

    APM supports pricing adjustments based on operational factors such as:

    • Down-hole temperature and pressure bands

    • Corrosive environment or sour gas presence

    • Waste type for disposal fees

    • Location-based surcharges

    These triggers enforce contract logic and eliminate unauthorized pricing changes.

  4. End-to-End Accuracy

    By applying consistent pricing rules across Back Office and Mobile workflows, APM minimizes manual edits and ensures accurate quote-to-cash processes.

  5. Future-Ready Architecture

    Built on the latest FieldFX platform (25R2 and beyond), APM supports evolving industry requirements and new compliance features.

Feature Summary

Table 1. Summary Table
CPQ Module Advanced Pricing Module

Purpose

Configure complex contract rules in Back Office quotes (price book rules, applicability, overrides).

Enforce pricing and compliance across Back Office and Mobile with richer rule actions (auto‑add, recommend, prohibit, override).

Scope

Quote creation only; relies on price books and override engine.

Quote and field ticket entry; applies logic at job, ticket, and ticket item levels.

Actions Supported

Rule‑driven applicability and pricing overrides.

Automatically add required items, recommend items, prevent certain items, and override price/cost.

Data Inputs

Price book rules; Back Office configuration.

Same foundation plus field conditions (e.g., temperature, pressure, waste type, location surcharges).

User Experience

Back Office‑centric (Salesforce UI).

Extends to FieldFX Mobile App workflows for technicians.

Licensing

Historically bundled as FX CPQ.

Sold/licensed as Advanced Pricing Module for cross‑environment enforcement.

Terminology

“CPQ” remains in legacy documentation.

“Advanced Pricing Module” is the go‑forward name in 25R2 and beyond.

Business Outcomes

Faster, more accurate quotes; fewer manual price adjustments.

End‑to‑end quote‑to‑cash accuracy, stronger compliance, reduced revenue leakage.

Similarities & Overlap

  • Both rely on price books and rule definitions.

  • Both aim to enforce contract logic and reduce manual edits.

  • Both Reduce manual edits and enforce contract logic to improve billing accuracy.

Key Differences

Mobile enforcement and field‑condition triggers are exclusive to Advanced Pricing

Mobile enforcement - Rules now run at the point of field data entry—auto‑adds, recommendations, and prohibitions on ticket lines.

Field‑condition triggers - Use operational conditions (temperature/pressure bands, corrosive flags, waste handling logic, location surcharges) to select rates or attach items.

Advanced Pricing formalizes compliance actions (required/recommended/prohibited items) beyond pricing overrides. Beyond pricing overrides, admins can require or block items to prevent “rogue pricing.”

Who Should Use APM?

APM is best suited for customers who require:

  • Pricing enforcement at the point of service

  • Contract compliance beyond quote creation

  • Dynamic pricing based on operational conditions

  • Mobile technicians to follow contractual billing rules automatically

If your organization requires pricing enforcement on field tickets or condition‑based pricing, FX CPQ alone is insufficient.

Advanced Pricing Module is required.

Customers using FX CPQ for Back Office quoting only may continue to do so, but will not receive Mobile enforcement or compliance actions.

How APM Works

The APM module provides contract administrators with the ability to model contracts with complex rules related to the applicability of certain equipment, services, labor and supplies based on the operational and environmental characteristics of jobs.

Salespeople and field personnel answer questions during quote/ticket creation and a Rule Engine uses these answers to recommend and price the appropriate items to use.

Scenario 1 Scenario 2

  1. A Contract Manager configures the customer’s price book and rules.

  2. A Salesperson uses the price book to build out a quote and the rules determine price book item applicability and pricing.

  3. A Field Technician completes a Field Ticket for a Job created from the approved Quote.

  1. A Field Technician builds out a field ticket and Job parameters (such as Depth, Pressure, and Temperature)

  2. Rules determine price book item applicability and pricing

  3. The Field Technician completes the Field Ticket.

Scenario 1 - Back Office to Field workflow

Scenario 2 - Back Office to Field Technician

The FX CPQ has two major features:

  1. Enhanced price book management:

  2. Rules-based quoting and ticketing:

Key Features

APM has these key features beyond FX CPQ:

Mobile Enforcement (Exclusive to APM)

APM extends all pricing logic—rules, overrides, and compliance actions—to FieldFX Mobile (iOS, Android, Windows). This means rules run at the point of service, preventing missed billable items and enforcing correct pricing directly on field tickets.

Expanded Compliance Actions

APM adds several rule actions that go far beyond CPQ’s basic applicability and pricing overrides:

  • Required Items – Auto-add mandatory items

  • Recommended Items – Suggest upsell or optional items

  • Prohibited Items – Actively block disallowed items

  • Overrides – Price or cost overrides with dynamic conditions

FX CPQ only supported basic applicability and pricing overrides; it did not support recommended or prohibited actions.

Dynamic Field‑Condition Triggers (Not Supported in CPQ)

APM enables rule logic based on real-world operational conditions captured on jobs or tickets, including:

  • Temperature & pressure bands

  • Corrosive environments / sour gas presence

  • Waste type (brine, drilling mud, etc.)

  • Location-based surcharges

These conditions dynamically adjust rates, add required items, or block prohibited items — a capability CPQ never offered.

Full Back Office + Mobile Quote-to-Cash Accuracy

APM applies pricing rules consistently across:

  • Quotes (Back Office)

  • Tickets & Ticket Items (Mobile)

This ensures end-to-end pricing continuity. CPQ applies rules only during quote creation.

Stronger Compliance Enforcement

With prohibited items, required items, and ticket-completion enforcement, APM provides:

  • Enforcement that prevents closing tickets when compliance rules are violated

  • Safety/environmental compliance (PPE, hazardous waste logic, etc.)

  • Prevention of “rogue pricing” in the field

CPQ had no Mobile compliance and no prohibited-item enforcement.

More Modern Architecture

APM is built on the latest FieldFX architecture, designed to support:

  • Mobile sync requirements

  • Staged data

  • Evolving pricing and compliance requirements

Advanced Use Cases Not Possible in FX CPQ

APM supports complex real-world billing logic, such as:

  • Operating-conditions pricing (temp/pressure bands)

  • Waste-handling & disposal fee logic

  • Location & accessorial surcharges (offshore, H₂S, road permits)

Benefits

  • Streamlined quote-to-cash process

  • Flexibility to build quotes and tickets online or offline

  • Reduced revenue leakage

  • Enhanced contract compliance

  • Maximized profit margins

  • Increased invoice accuracy

CPQ to APM Transition Considerations

While APM builds on CPQ concepts such as price books and rules, it introduces new objects, actions, and Mobile enforcement layers. Existing CPQ configurations do not automatically provide equivalent APM behavior.

Customers should review:

  • Rule action types

  • Mobile sync requirements

  • Licensing differences

Best Practices

When a Rule Triggers

  1. The Rule or Rule Action must be Active.

  2. Using the Rule Processor, the Rule’s IsCriteriaDirty field must be false.

  3. The object record’s Sync__c field must be false for Quotes or Tickets.

    If a Quote or Ticket is already synced (Sync__c = true), rule changes will not retroactively apply until the record is re‑evaluated or re‑synced.

  4. The user must have an FX CPQ license assigned and have the required FX CPQ minimum permissions.

  5. The rule’s criteria must be valid.

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

Not Applicable

Not Applicable