Stage Pricing Setup

Prerequisites

To setup and use Stage Pricing feature, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Step-by-Step Guides

Set Up Quote Stage Pricing

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Complete this sections in order:

Add the NonDiscountedSubTotal field

  1. Enter object in the Quick Find box, then select Objects.

  2. Click Quote Item.

  3. Under Custom Fields & Relationships, click New.

  4. Select Formula and click Next.

  5. In Field Label, enter NonDiscountedSubTotal.

  6. Under Formula Return Type, select Currency and then click Next.

  7. Continue with Change the NonDiscountedSubTotal (Currency) field.

Change the NonDiscountedSubTotal (Currency) field

  1. Enter the following formula and click Next:

    FX5__Qty__c * FX5__Price__c

  2. Click Visible twice and then click Next.

  3. Remove the field from every page layout and click Save & New.

  4. Continue with Add the Desired Stage Price field.

Add the Desired Stage Price field

  1. Select Currency and click Next.

  2. Complete the following fields:

    Field Enter…​

    Field Label

    Desired Stage Price

    Length

    16

    Decimal Places

    2

    Click Next.

  3. Click Visible twice and click Next.

  4. Remove the field from every page layout and click Save & New.

  5. Continue with Add the Unstaged Total Price field.

Add the Unstaged Total Price field

  1. Select Currency

  2. Click Next.

  3. Complete these fields:

    Field Enter…​

    Field Label

    Unstaged Total Price

    Length

    16

    Decimal Places

    2

    Click Next.

  4. Click Visible twice.

  5. Click Next.

  6. Remove the field from every page layout.

  7. Click Save.

  8. Continue with Grant permission for the Stage Pricing fields.

Grant permission for the Stage Pricing fields

  1. 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 and click Edit.

  5. Under Field Permissions, complete the following:

    Permission Name Grant these permissions…​

    Desired Stage Price

    Read, Edit

    Unstage Total Price

    Read, Edit

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

    NonDiscountedSubTotal

    Read

  6. Click Save

  7. Repeat the above steps for other permission sets as needed

Set Up Tickets Stage Pricing

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Complete the following in order:

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 and then click Next.

  5. In Field Label, enter "NonDiscountedPrice"

  6. Under Formula Return Type, select Currency and then click Next.

  7. 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))

    Click Next.

  8. Click Visible twice and then click Next.

  9. Remove the field from every page layout.

  10. Click Save & New.

Add the NonDiscountedSubTotal field

  1. Select Formula and then click Next.

  2. In Field Label, enter NonDiscountedSubTotal.

  3. Under Formula Return Type, select Currency and then click Next .In NonDiscountedSubTotal (Currency) =, enter the following formula:

    NonDiscountedPrice__c * (Qty__c - FX5__PBI_Included_Quantity__c)

    Click Next.

  4. Click Visible twice and then click Next.

  5. Remove the field from every page layout.

  6. Click Save.

  7. Continue with Edit the Subtotal field.

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)

    Click Save.

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 and click Edit.

  5. Under Field Permissions, complete the following:

    Permission Name Grant these permissions…​

    Desired Stage Price

    Read, Edit

    Unstage Total Price

    Read, Edit

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

    NonDiscountedPrice

    Read, Edit

    NonDiscountedSubTotal

    Click Save.

  6. Repeat the above steps for other permission sets as needed.

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