Price Books

Introduction

A Price Book controls the pricing of billable items on quotes and tickets.

When you add a Price Book, you can:

You can configure a Price Book to… You can use a Price Book on…

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.

To assign additional Price Books that are not global or not tied to a job the user is assigned to, see Manually assign additional Price Books.

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 vs. Inactive Price Books

If a Price Book is:

Status Status criteria System behavior

Active

  • Effective date is valid

  • Not archived

  • Customer not archived

  • Can add items to existing quotes/tickets

  • Cannot select for new quotes or jobs

Inactive/Expired

  • Effective date is not valid or

  • Archived or

  • Customer archived

  • Cannot select for new quotes, tickets, or jobs

  • Can add/edit items on existing transactions (as allowed)

Expired Price Books and Invoices in Lightning

When a Price Book is expired or inactive, FieldFX restricts how users can use it on new transactions, but still allows corrections on existing ones.

For invoices in the Lightning Experience:

  • Existing Invoice Items that reference an expired Price Book remain editable, including in the Bulk Edit – Invoice Item tool

  • Lightning disables controls that depend on the active Price Book, such as actions that add or copy new invoice items from that expired Price Book

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 (all deprecated) do not filter out archived Price Book items

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

Price Book Builder

Quote Item Builder

Ticket Item Builder

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