Stage Pricing Setup

Prerequisites

Setting Up Stage Pricing for Quotes

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Add the NonDiscountedSubTotal field:

    1. From Setup, enter "object" in the Quick Find box, then select Objects

    2. Click Quote Item

    3. Under Custom Fields & Relationships, click New

    4. Select Formula

    5. Click Next

    6. In Field Label, enter "NonDiscountedSubTotal"

    7. Under Formula Return Type, select Currency

    8. Click Next

    9. In NonDiscountedSubTotal (Currency) =, enter the following formula:

      FX5__Qty__c * FX5__Price__c

    10. Click Next

    11. Click Visible twice

    12. Click Next

    13. Remove the field from every page layout

    14. Click Save & New

  4. Add the Desired Stage Price field:

    1. Select Currency

    2. Click Next

    3. In Field Label, enter "Desired Stage Price"

    4. In Length, enter "16"

    5. In Decimal Places, enter "2"

    6. Click Next

    7. Click Visible twice

    8. Click Next

    9. Remove the field from every page layout

    10. Click Save & New

  5. Add the Unstaged Total Price field:

    1. Select Currency

    2. Click Next

    3. In Field Label, enter "Unstaged Total Price"

    4. In Length, enter "16"

    5. In Decimal Places, enter "2"

    6. Click Next

    7. Click Visible twice

    8. Click Next

    9. Remove the field from every page layout

    10. Click Save

  6. Complete one of the following:

    • If you aren’t using Sync 4.0, proceed to Step 7.

    • If you are using Sync 4.0, proceed to Step 8.

  7. Configure FX Settings:

    1. From Setup, enter "custom setting" in the Quick Find box, then select Custom Settings

    2. Click Manage next to FX Settings

    3. Click Edit

    4. In SyncVersion, enter "4"

    5. Click Save

  8. Grant permission for the Stage Pricing fields:

    1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets

    2. Open a permission set

    3. Under Apps, click Object Settings

    4. Click Quote Items

    5. Click Edit

    6. Under Field Permissions, complete the following:

      1. Grant Read and Edit permission for the following fields:

        • Desired Stage Price

        • Unstaged Total Price

          Granting Read and Edit permission for these fields allows users to apply stage pricing to items in FieldFX Mobile.

      2. Grant Read permission for the following field:

        • NonDiscountedSubTotal

    7. Click Save

    8. Repeat steps a to g for other permission sets as needed

Setting Up Stage Pricing for Tickets

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Add the NonDiscountedPrice field:

    1. From Setup, enter "object" in the Quick Find box, then select Objects

    2. Click Ticket Item

    3. Under Custom Fields & Relationships, click New

    4. Select Formula

    5. Click Next

    6. In Field Label, enter "NonDiscountedPrice"

    7. Under Formula Return Type, select Currency

    8. Click Next

    9. In NonDiscountedPrice (Currency) =, enter the following formula:

      (CASE (FX5__PBI_Pricing_Method__c, "Straight Price", FX5__Price__c, "Cost Plus Markup Amount", (FX5__Cost_Plus_Markup_Amount__c+FX5__Cost__c ), "Cost Plus Markup Percent", (1+FX5__Cost_Plus_Markup_Percent__c)*FX5__Cost__c, 0))

    10. Click Next

    11. Click Visible twice

    12. Click Next

    13. Remove the field from every page layout

    14. Click Save & New

  4. Add the NonDiscountedSubTotal field:

    1. Select Formula

    2. Click Next

    3. In Field Label, enter "NonDiscountedSubTotal"

    4. Under Formula Return Type, select Currency

    5. Click Next

    6. In NonDiscountedSubTotal (Currency) =, enter the following formula:

      NonDiscountedPrice__c * (Qty__c - FX5__PBI_Included_Quantity__c)

    7. Click Next

    8. Click Visible twice

    9. Click Next

    10. Remove the field from every page layout

    11. Click Save

  5. Edit the Subtotal field:

    1. Under Custom Fields & Relationships, click Edit next to Subtotal

    2. In Subtotal (Currency) =, change the formula to the following:

      MAX(( NonDiscountedSubTotal__c * (1 - FX5__Discount_Percent__c)), FX5__PBI_Minimum_Charge__c)

    3. Click Save

  6. Complete one of the following:

    • If you aren’t using Sync 4.0, proceed to Step 7.

    • If you are using Sync 4.0, proceed to Step 8.

  7. Configure FX Settings:

    1. From Setup, enter "custom setting" in the Quick Find box, then select Custom Settings

    2. Click Manage next to FX Settings

    3. Click Edit

    4. In SyncVersion, enter "4"

    5. Click Save

  8. Grant permission for the Stage Pricing fields:

    1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets

    2. Open a permission set

    3. Under Apps, click Object Settings

    4. Click Ticket Items

    5. Click Edit

    6. Under Field Permissions, complete the following:

      1. Grant Read and Edit permission for the following fields:

        • Desired Stage Price

        • Unstaged Total Price

          Granting Read and Edit permission for these fields allows users to apply stage pricing to items in FieldFX Mobile.

      2. Grant Read permission for the following fields:

        • NonDiscountedPrice

        • NonDiscountedSubTotal

    7. Click Save

    8. Repeat steps a to g for other permission sets as needed

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