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.

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

Prerequisites

To use quote items, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing
For the Quote object For the Quote Item object

Ensure that these fields appear in the object:

  • FX5__eClosed_Date_c (Date)

  • FX5__eNext_Steps__c (Text)

  • FX5__eReason_for_Loss__c (Picklist)

To check the Quote object:

  1. In Setup, type Fields in the Quick Find search box.

  2. Select Object Manager in Objects and Fields.

  3. At the Setup > Object Manager list of objects, type in Quote in the Search box.

  4. Click Quote.

  5. In the Fields & Relationships menu, enter a keywork from the FIELD NAME in the Quick Find search box.

    The FIELD LABEL should have the used search term that is in the FIELD NAME.

If these fields don’t appear, your org may not be running the latest FieldFX Managed Package. Contact your administrator.

Ensure that these fields appear in the object:

  • FX5__eCost_Plus_Markup_Amount__c (Currency)

  • FX5__eCost_Plus_Markup_Percent__c (Percent)

To check the Quote item object:

  1. In Setup, type Fields in the Quick Find search box.

  2. Select Object Manager in Objects and Fields.

  3. At the Setup > Object Manager list of objects, type in Quote in the Search box.

  4. Click Quote Item.

  5. In the Fields & Relationships menu, enter a keywork from the FIELD NAME in the Quick Find search box.

    The FIELD LABEL should have the used search term that is in the FIELD NAME.

If these fields don’t appear, your org may not be running the latest FieldFX Managed Package. Contact your administrator.

Relationship with Price Book Items

Basics

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

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

The FieldFX Mobile App only supports jobs and tickets. Quotes aren’t supported.

With quote items, you can:

Table 3. Quote Item Tasks (BO = Back Office, FXM = FX Mobile)

Add Quote Items

FieldFX Back Office

Click to expand, click again to collapse
Prerequisite

Configure FX Item Picker Component Options for adding Quote Items from a Price Book

The Quote Item Builder has been deprecated and is no longer supported.

  1. To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.

    The Rule Engine also adds price book items to the quote automatically if required by a rule.

  2. Click <strong>Expand</strong> icon 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. These builders have deprecated and are no longer supported. Use the FX

  3. Select price book items.

  4. Click Add Selected.

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

  5. Click Collapse icon on the left side of the Item picker.

FieldFX Mobile

These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.
Click to expand, click again to collapse

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select Blue add button.

  5. Select a record type.

    Selecting a Quote Item’s record type in FieldFX Mobile

  6. Select items.

    Quote item list in FieldFX Mobile

  7. Select Green add button.

Back to Step by Step Index

Add Quote Items from a Hierarchical Price Book

FieldFX Back Office

Prerequisite: Set up the Hierarchical Price Books feature.

Click to expand, click again to collapse
Prerequisite
The Quote Item Builder has been deprecated and is no longer supported.

  1. To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.

    The Rule Engine also adds price book items to the quote automatically if required by a rule.

  2. Click Expand on the right side of the page.

    Expand icon

  3. Click Extended Price Book Items.

    Screenshot of FieldFX Back Office Extended Price Book Items panel

  4. Select price book items.

  5. Click Add Selected.

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

  6. Click Close on the left side of the Item picker.

    Collapse icon

Back to Step by Step Index

FieldFX Mobile

The FieldFX Mobile App only supports jobs and tickets. Quotes aren’t supported.
These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.

Prerequisite: Set up the Hierarchical Price Books feature.

Click to expand, click again to collapse

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select Blue add button.

  5. Perform a keyword search to locate the items and select Show More from Extended Price Book.

    Extended search in FieldFX Mobile

  6. Select items.

  7. Select Green add button.

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

Back to Step by Step Index

Add Child Quote Items

FieldFX Back Office

Prerequisite: Designate dynamic parent items.

Click to expand, click again to collapse
Prerequisite
The Quote Item Builder has been deprecated and is no longer supported.

  1. To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.

    The Rule Engine also adds price book items to the quote automatically if required by a rule.

  2. Click Add Child Items next to a dynamic parent item.

    Add child items button in the Configure Your Items panel

    The Item picker opens.

  3. Select child items.

  4. Click Add Selected.

    The child items display indented under their parent item.

  5. Click Close Collapse icon on the left side of the Item picker.

  6. Click Add Child Items.

    Add child items button - red

    Add Child Items mode is now disabled.

Back to Step by Step Index

FieldFX Mobile

These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.

Prerequisite: Designate dynamic parent items.

Click to expand, click again to collapse

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select a dynamic parent item.

  5. Select Update icon.

  6. Select Add Child Items.

  7. Select child items.

  8. Select Green add button.

    The child items display below the parent item.

    Quote item example with parent and children

Back to Step by Step Index

Add Quote Items to a Ticket

FieldFX Back Office

Click to expand, click again to collapse
Prerequisite

Configure FX Item Picker Component Options for adding Quote Items to a ticket

The Ticket Items Builder has been deprecated and is no longer supported.

  1. To add quote items to a ticket, use the FX Item Picker Lightning Component once its setup

  2. Click Expand on the right side of the page.

    Expand icon
    The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder.

  3. Click the Quote Item Picker tab.

  4. Select quote items.

  5. Click Add Selected.

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

  6. Click Close Collapse icon on the left side of the Item picker.

Back to Step by Step Index

FieldFX Mobile

These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.
Click to expand, click again to collapse

  1. Select Tickets on the sidebar.

  2. Select a ticket for a job created from a quote.

  3. Select Items on the sidebar.

  4. Select Add button.

  5. Select the Quotes Item type.

    When adding quote items, the other item types can’t be selected to add to the ticket.

    And when adding price book items to a quote, only items from the quote list can be selected.

  6. Select Quote item.

  7. Select Green Add button.

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

  8. You can also add the details before saving.

Back to Step by Step Index

Copy Quote Items

FieldFX Back Office

Click to expand, click again to collapse
Prerequisite:

Configure FX Item Picker Component Options for copying Quote Items

The Quote Item Builder has been deprecated and is no longer supported.

  1. To copy quote items, use the FX Item Picker Lightning Component once its set up.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Copy Selected.

  5. Click OK.

Back to Step by Step Index

FieldFX Mobile

These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.

Prerequisite: Configure the Quote Item Copy feature.

Click to expand, click again to collapse

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the items.

  5. Select Update button.

  6. Select the item or items to copy from the grid.

  7. Select Update icon.

    If there is a number in the corner of the icon, it is the number of selected items to copy.

  8. From the menu that appears, select Copy Action.

    The number of items you selected is shown below the actions.

    The new copied items appear on the grid already selected. You can edit them if needed.

Back to Step by Step Index

Edit a Quote Item

FieldFX Back Office

Quote Item Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Quote Items to a ticket in Back Office.
Click to expand, click again to collapse
Prerequisite:

Configure FX Item Picker Component Options for editing a Quote Items

The Quote Item Builder has been deprecated and is no longer supported.

  1. To edit a quote item, use the FX Item Picker Lightning Component once its set up.

  2. Move down to the Item grid.

  3. Click the arrow next to the item.

    Rounded arrow button

  4. Click Edit.

  5. Make edits.

    IMPORTANT: You can’t edit the discount for items that have Locked Discount selected or edit the price for items that have Locked Price/Markup selected.

  6. Click Save.

Back to Step by Step Index

FieldFX Mobile

These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.
Click to expand, click again to collapse

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the item.

  5. Make edits.

    You can’t edit the discount for items that have Locked Discount selected or edit the price of items that have Locked Price/Markup selected.

  6. Select Blue check save button.

Back to Step by Step Index

Edit Multiple Quote Items

FieldFX Back Office

Click to expand, click again to collapse
Prerequisite

Configure FX Item Picker Component Options for editing multiple Quote Items

NOTE: The Quote Item Builder has been deprecated and is no longer supported.

  1. To edit a quote item, use the FX Item Picker Lightning Component once its set up.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Bulk Update.

  5. Make edits on the Updated Selected Items panel.

    Update Selected Items panel in FieldFX Back Office

    IMPORTANT: You can’t edit the discount for items that have Locked Discount selected or the price for items that have Locked Price/Markup selected.

  6. Click Update.

Back to Step by Step Index

FieldFX Mobile

Click to expand for FieldFX Mobile steps
These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the items to edit.

  5. Select Update button.

  6. Select Bulk Edit.

  7. Select the field to edit.

You can’t edit the discount for items that have Locked Discount selected or edit the price of items that have Locked Price/Markup selected.

  1. Enter new information.

  2. Select Green Check.

Click to expand, click again to collapse
These steps are for the FieldFX Mobile App.

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the items to edit.

  5. Select Update button.

  6. Select Bulk Edit.

  7. Select the field to edit.

You can’t edit the discount for items that have Locked Discount selected or edit the price of items that have Locked Price/Markup selected.

  1. Enter new information.

  2. Select Green Check.

Back to Step by Step Index

Apply Stage Pricing to Quote Items

FieldFX Back Office

Prerequisite

Set up Stage Pricing for quotes

Quote Item Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Quote Items to a ticket in Back Office.
Click to expand, click again to collapse
Prerequisites
The Quote Item Builder has been deprecated and is no longer supported.

  1. To apply stage pricing to quote items, use the FX Item Picker Lightning Component once its setup.

  2. Move down to the Item grid.

  3. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.

  4. Click Apply Stage Pricing.

  5. In Total Staging Price, enter the price to charge for the items.

  6. 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.

Back to Step by Step Index

FieldFX Mobile

These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.

Prerequisite: Set up Stage Pricing for quotes.

Click to expand, click again to collapse

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.

  5. Select Update button.

  6. Select Stage Price.

  7. In Total Stage Pricing, enter the price to charge for the items.

  8. Select Green save button.

    • 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.

Back to Step by Step Index

Delete Quote Items

FieldFX Back Office

Quote Item Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Quote Items to a ticket in Back Office.
Click to expand, click again to collapse
Prerequisite

Configure FX Item Picker Component Options for editing multiple Quote Items.

The Quote Item Builder has been deprecated and is no longer supported.

To edit a quote item, use the FX Item Picker Lightning Component once its set up.

Back to Step by Step Index

FieldFX Mobile

Click to expand for steps in the old FieldFX Mobile
These steps are for the older FieldFX Mobile. The newer FieldFX Mobile App doesn’t support Quotes.

  1. Select the quote.

  2. Select Items on the sidebar.

  3. Select the items to delete.

    You can’t delete a quote item if the linked price book item is required by a rule or the linked price book item has Required Item selected.
    Child items get deleted automatically when you delete their parent item.

  4. Select Update button.

    If there is a number in the corner of the icon, it is the number of selected items to delete.

  5. Select Delete.

  6. Select DELETE.

Back to Step by Step Index

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

  • n/a

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