Quote Items

Introduction

A quote item is a price book item on a quote.

Use the Quote Item Builder or Quote Item Wizard to add quote items.

Prerequisites

To use quote items, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up the Quoting feature Add quotes

Have these user licenses

Have these permissions

Complete these tasks
and review these topics
before continuing

FX E-Ticketing minimum permissions

Relationship with Price Book Items

Basics

You can add price book items to a quote from the:

Price book for the quote
Price books you have permission to access
Price books above the quote’s price book in a hierarchy

Copying Data from Quote Items

When you add a price book item to a quote, data copies from the price book item to the quote item.

Data copies between the following managed fields by default:

Table 1. Price Book Items to Quote Items
Price Book Item Field	Quote Item Field
`FX5__Catalog_Cost__c`	N/A To copy data from the FX5__Catalog_Cost__c field to quote items, add a custom field named Cost__c to the Quote Item object.
`FX5__Catalog_Description__c` `FX5__Description_Override__c` If you don’t make an entry in the FX5__Description_Override__c field, quote items inherit their description from the FX5__Catalog_Description__c field in the price book item.	`FX5__Description__c`
`FX5__Catalog_UOM__c`	`FX5__Catalog_UOM__c`
`FX5__Default_Quantity__c`	`FX5__PBI_Default_Quantity__c`
`FX5__Discount_Percent__c`	`FX5__Discount_Percent__c`
`FX5__Enable_Dynamic_Parenting__c`	`FX5__PBI_Enable_Dynamic_Parenting__c`
`FX5__Included_Quantity__c`	`FX5__PBI_Included_Quantity__c`
`FX5__Locked_Description__c`	`FX5__PBI_Locked_Description__c`
`FX5__Locked_Discount__c`	`FX5__PBI_Locked_Discount__c`
`FX5__Locked_Price_Markup__c`	`FX5__PBI_Locked_Price_Markup__c`
`FX5__Maximum_Quantity__c`	`FX5__PBI_Maximum_Quantity__c`
`FX5__Minimum_Charge__c`	`FX5__PBI_Minimum_Charge__c`
`FX5__Mimimum_Quantity__c`	`FX5__PBI_Minimu_Quantity__c`
`FX5__Parent_Price_Book_Item__c`	`FX5__Parent_Quote_Item__c`
`FX5__Price__c`	`FX5__Price__c`
`FX5__Pricing_Method__c`	`FX5__PBI_Pricing_Method__c`
`FX5__Required_Item__c`	`FX5__PBI_Required_Item__c`
`FX5__Requires_Parent_Item__c`	`FX5__PBI_Requires_Parent_Item__c`
`FX5__Sequence_Number__c`	`FX5__Sequence_Number__c`
`FX5__Surcharge_Env__c`	`FX5__PBI_Surcharge_Env__c`
`FX5__Surcharge_Fuel__c`	`FX5__PBI_Surcharge_Fuel__c`
`FX5__Ticket_Item_Record_Type__c`	`RecordType`

You can add custom fields to copy additional information between price book items and quote items.

Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Quote Item objects.
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 Quote Item
When a locked field on a Price Book Item is copied to the Quote, the Quote Item’s matching field is also locked.

Relationship with Jobs

You can now take data from an approved quote and turn it into a job in FX Back Office.

Copying Data from Approved Quotes to a Job

When you want to turn an approved quote into a job, data copies from the quote object to the job in FX Back Office.

Starting with v1.158 of the FX5 Managed Package, you can use these labels and API names in the Quote object:

Table 2. FX Quote Field to FX Job Field
Label	API Name	Label	API Name
AFE Number	`FX5__eAFE_Number__C` (Text - 255 characters max)	Site Country	`FX5__eSite_Country__c` (Text - 255 characters max)
Contact Name	`FX5__eContact_Name__c` (Text - 100 characters max)	Site Latitude	`FX5__eSite_Latitude__c` (Number - Latitude format: 000.000000)
Contact Phone	`FX5__eContact_Phone__c` (Text - 5 characters max)	Site Longitude	`FX5__eSite_Longitude__c` (Number - Longitude format: 000.000000)
Customer PO	`FX5__eCustomer_PO__c` (Text - 50 characters max)	Site State	`FX5__eSite_State__c` (Text - 255 characters max)
Projected Start Date	`FX5__eProjected_Start_Date__c` (Date/Time)	Site Zip	`FX5__eSite_Zip__c` (Text - 20 characters max)
Projected End Date	`FX5__eProjected_End_Date__c` (Date/Time)	Warehouse	`FX5__eWarehouse__c` (Lookup)
Site Address1	`FX5__eSite_Address1__c` (Text - 255 characters max)	Well	`FX5__eWell__c` (Lookup)
Site Address2	`FX5__Site_Address2__c` (Text - 255 characters max)	Requested Start Date	`FX5__Requested_Start_Date__c` (Date/Time)
Site City	`FX5__Site_City__c` (Text - 255 characters max)

Step-by-Step Guides

With quote items, you can:

Add Quote Items
Add Quote Items from a Hierarchical Price Book
Add Child Quote Items

Add Quote Items to a Ticket
Copy Quote Items
Edit Quote Items

Edit Multiple Quote Items
Apply Stage Pricing to Quote Items
Delete Quote Items

Adding Quote Items

FieldFX Back Office

Open the Quote Item Builder.
- The Quote Item Builder adds price books to the quote automatically if they have Required Item selected.
- The Rule Engine adds price books to the quote automatically if required by a rule.
Click Expand on the right side of the page.

The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder.
Select price book items.
Click Add Selected.

Child items get added automatically when you add their parent item.
Click Close on the left side of the Item picker.

FieldFX Mobile

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
- The Quote Item Wizard adds price books to the quote automatically if they have Required Item selected.
- The Rule Engine adds price books to the quote automatically if required by a rule.
Select Add.
Select a record type.
Select items.
Select Add.

Adding Quote Items from a Hierarchical Price Book

FieldFX Back Office

Prerequisite

Set up the Hierarchical Price Books feature.

Open the Quote Item Builder.
- The Quote Item Builder adds price book items to the quote automatically if they have Required Item selected.
- The Rule Engine adds price book items to the quote automatically if required by a rule.

Click Expand on the right side of the page.

Expand button

The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder. These features have been deprecated and is no longer supported. Use the tools built into the Lightning Experience.

Click Extended Price Book Items.
Select price book items.
Click Add Selected.

Child items get added automatically when you add their parent item.
Click Close on the left side of the Item picker.

FieldFX Mobile

Prerequisite

Set up the Hierarchical Price Books feature.

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
- The Quote Item Wizard adds price book items to the quote automatically if they have Required Item selected.
- The Rule Engine adds price book items to the quote automatically if required by a rule.
Select Add.
Perform a keyword search to locate the items and select Show More from Extended Price Book.
Select items.
Select Add.

Child items get added automatically when you add their parent item.

Adding Child Quote Items

FieldFX Back Office

Prerequisite

Designate dynamic parent items.

Open the Quote Item Builder.
- The Quote Item Builder adds price book items to the quote automatically if they have Required Item selected.
- The Rule Engine adds price book items to the quote automatically if required by a rule.
Click Add Child Items next to a dynamic parent item.

The Item picker opens.
Select child items.
Click Add Selected.

The child items display indented under their parent item.
Click Close on the left side of the Item picker.
Click Add Child Items.

Add Child Items mode is now disabled.

FieldFX Mobile

Prerequisite

Designate dynamic parent items.

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
Select a dynamic parent item.
Select Update.
Select Add Child Items.
Select child items.
Select Add.

The child items display below the parent item.

Quote item example with parent and children

Adding Quote Items to a Ticket

FieldFX Back Office

Open the Ticket Item Builder.
Click Expand on the right side of the page.

The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder.
Click the Quote Item Picker tab.
Select quote items.
Click Add Selected.

Child items get added automatically when you add their parent item.
Click Close on the left side of the Item picker.

FieldFX Mobile

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
- The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
- The Rule Engine adds price book items to the ticket automatically if required by a rule.
Select Add.
Select the Quotes item type filter.
Select quote items.
Select Add.

Child items get added automatically when you add their parent item.
(Optional) Enter details before saving.

Copying Quote Items

FieldFX Back Office

Open the Quote Item Builder.
Move down to the Item grid.
Select items.
Click Copy Selected.
Click OK.

FieldFX Mobile

Prerequisite

Configure the Quote Item Copy feature.

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
Select the items.
Select Update.
Select Copy.

Editing a Quote Item

FieldFX Back Office

Open the Quote Item Builder.
Move down to the Item grid.
Click the arrow next to the item.
Click Edit.
Make edits.

You can’t edit the discount for items that have Locked Discount selected.

You can’t edit the price for items that have Locked Price/Markup selected.
Click Save.

FieldFX Mobile

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
Select the item.
Make edits.

You can’t edit the discount for items that have Locked Discount selected.

You can’t edit the price of items that have Locked Price/Markup selected.
Select Save.

Editing Multiple Quote Items

FieldFX Back Office

Open the Quote Item Builder.
Move down to the Item grid.
Select items.
Click Bulk Update.
Make edits on the Updated Selected Items panel.

You can’t edit the discount for items that have Locked Discount selected.

You can’t edit the price for items that have Locked Price/Markup selected.
Click Update.

FieldFX Mobile

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
Select the items to edit.
Select Update.
Select Bulk Edit.
Select the field to edit.

You can’t edit the discount for items that have Locked Discount selected.

You can’t edit the price of items that have Locked Price/Markup selected.
Enter new information.
Select Save.

Applying Stage Pricing to Quote Items

FieldFX Back Office

Prerequisite

Set up Stage Pricing for quotes.

Open the Quote Item Builder.
Move down to the Item grid.
Select items.

You can’t apply stage pricing to items that have Locked Discount selected.
Click Apply Stage Pricing.
In Total Staging Price, enter the price to charge for the items.
Click Apply.
- The total price for the items is now the specified stage price.
- The discount percentage of each item also updates.
- To remove stage pricing, delete the items and then re-add them.

FieldFX Mobile

Prerequisite

Set up Stage Pricing for quotes.

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
Select items.

You can’t apply stage pricing to items that have Locked Discount selected.
Select Update.
Select Stage Price.
In Total Stage Pricing, enter the price to charge for the items.
Select Save.
- The total price for the items is now the specified stage price.
- The discount percentage of each item also updates.
- To remove stage pricing, delete the items and then re-add them.

Deleting Quote Items

FieldFX Back Office

Open the Quote Item Builder.
Move down to the Item grid.

Select items.

You can’t delete an item if:

The linked price book item is required by a rule.
The linked price book item has Required Item selected.

Child items get deleted automatically when you delete their parent item.

Click Delete Selected.
Click OK.

FieldFX Mobile

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.

Select the items to delete.

You can’t delete a quote item if:

The linked price book item is required by a rule.
The linked price book item has Required Item selected.

Child items get deleted automatically when you delete their parent item.

Select Update.
Select Delete.
Select DELETE.

Quote Items

Introduction

Prerequisites

Relationship with Price Book Items

Basics

Copying Data from Quote Items

Relationship with Jobs

Copying Data from Approved Quotes to a Job

Step-by-Step Guides

Adding Quote Items

FieldFX Back Office

FieldFX Mobile

Adding Quote Items from a Hierarchical Price Book

FieldFX Back Office

FieldFX Mobile

Adding Child Quote Items

FieldFX Back Office

FieldFX Mobile

Adding Quote Items to a Ticket

FieldFX Back Office

FieldFX Mobile

Copying Quote Items

FieldFX Back Office

FieldFX Mobile

Editing a Quote Item

FieldFX Back Office

FieldFX Mobile

Editing Multiple Quote Items

FieldFX Back Office

FieldFX Mobile

Applying Stage Pricing to Quote Items

FieldFX Back Office

FieldFX Mobile

Deleting Quote Items

FieldFX Back Office

FieldFX Mobile

Videos

Adding Quote Items

FieldFX Mobile

Adding Child Quote Items

FieldFX Mobile

Recommended Reading