Price Books

Introduction

A price book controls the pricing of billable items on quotes and tickets.

When you add a price book, you can:

With Sync 4.0 and AltSync, FieldFX automatically handles the assignment and syncing of price books to users based on their access to jobs.

Price books can be marked as global so that they are always available to all users.

Manually assign additional price books that are not global or for a job the user is assigned to.

Prerequisites

To use Price Books, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Active Price Books

A price book is active if:

  • Current date is after the Effective Date but before the Expiration Date for the price book

  • Price book doesn’t have Archived selected

  • Customer linked to the price book doesn’t have Archived selected

If a price book is inactive:

Archived Items

  • Price Book Items can be archived with an IsArchived checkbox.

  • Individual price books can allow Quotes, Tickets, and Invoices to still use archived items by selecting the Allow Archived Items flag for the price book.

  • If the Allow Archived Items flag is selected for the price book, the rule engine runs rules against archived items. In addition, the Quote Item builder, Ticket Item Builder, and Invoice Item Builder do not filter out archived price book items.

Locked Items

  • Fields that are prefixed with Locked_ prevent the editing of the related field (with the similar API name) when the locking field is True.

  • You can add your own Custom Locking Fields to the Price Book Item object

  • When a locked field on a Price Book Item is copied to the Quote, the Quote Item’s matching field is also locked.

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