Price Books
Introduction
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 |
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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
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Price book doesn’t have Archived selected
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Customer linked to the price book doesn’t have Archived selected
If a price book is inactive:
Archived Items
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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
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Fields that are prefixed with
Locked_
prevent the editing of the related field (with the similar API name) when the locking field isTrue
. -
You can add your own Custom Locking Fields to the Price Book Item object
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When a locked field on a Price Book Item is copied to the Quote, the Quote Item’s matching field is also locked.
Recommended Reading
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Price Book Setup - Learn how to set up price books.