Price/Cost Override Rules (Advanced Pricing Module)

In Advanced Pricing Module (APM), overrides are configured as rule actions within pricing rules, not as a standalone engine.

When a job, ticket, or ticket item meets the defined rule conditions, FieldFX automatically evaluates all applicable Advanced Pricing rules. Each rule’s actions (such as pricing adjustments, recommended items, or prohibited items) are enforced on the quote, ticket, or ticket item.

  • If multiple rules apply, each applicable action is evaluated independently, based on its configured conditions

  • Taxes and environmental fees are applied as separate line items on the ticket and invoice

  • If a rule includes a Prohibit Item action, that action takes precedence and prevents the item from being added

  • Required and prohibited actions are enforced before ticket completion

In FieldFX Mobile, applied pricing actions (such as taxes, fees, or prohibited items) are enforced automatically. Field users cannot remove or modify these actions unless their assigned role allows overrides.

Introduction

In Advanced Pricing Module (APM), overrides are configured as rule actions within pricing rules.

Price/Cost Override is one of several APM rule types. Other rule types include Required Item, Recommended Item, and Prohibited Item rules.

APM behavior depends on:

  • Sync profiles

  • Staged data

  • Mobile enforcement

An Override Configuration defines the rules that determine whether an Override should apply.

Override configurations are defined in the Admin Portal.

See Override Configurations guidelines to consider.

An Override defines the value to use when an Override Configuration applies. The values are defined in the Overrides tab in Back Office.

You can apply overrides for:

Prerequisites

To set up and use the Price/Cost Override Rules, you need to:

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.

Terminology Mapping (Legacy vs APM)

Legacy Override Engine APM Equivalent

Override Configuration

Rule

Filter Clause

Condition

Override Fields

Action (target fields)

Override record

Rule Action values

Guidelines

See Override Rule Guidelines for more information.

Considerations

When a rule-based override applies, the system updates the item value automatically. The ability to edit the value depends on configuration and rule design.

When you add a new price/cost override:

  • The override won’t apply to items added before that date.

  • The override will apply to items added after that date.

When you update a price/cost override:

  • The previous version of the override will apply to items added before that date.

  • The new version of the override will apply to items added after that date.

Price Overrides

When using price overrides, these examples show adding price overrides based on a customer and adding price overrides based on quantity.

Cost Overrides

See Cost Override Rule for an example of adding cost overrides based on a location.

Price and Costs Overrides

See Price/Cost Treatment Example for Override Rules for an example of adding price and cost overrides using a treatment facility as an example.