Stage Pricing Setup
Prerequisites
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To set up the Stage Pricing feature, you need the following licenses:
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To set up the Stage Pricing feature, you must:
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To set up the Stage Pricing feature, you need:
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System permissions:
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Customize Application
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Manage Profile and Permission Sets
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View Setup and Configuration
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To use the Stage Pricing feature on quotes in FieldFX Mobile, you must use one of the following release channels:
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Sync V4 Beta
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Sync V4
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V4 Quarterly Beta
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V4 Quarterly
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Setting Up Stage Pricing for Quotes
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Add the NonDiscountedSubTotal field:
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From Setup, enter "object" in the Quick Find box, then select Objects
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Click Quote Item
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Under Custom Fields & Relationships, click New
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Select Formula
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Click Next
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In Field Label, enter "NonDiscountedSubTotal"
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Under Formula Return Type, select Currency
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Click Next
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In NonDiscountedSubTotal (Currency) =, enter the following formula:
FX5__Qty__c * FX5__Price__c
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Click Next
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Click Visible twice
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Click Next
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Remove the field from every page layout
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Click Save & New
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Add the Desired Stage Price field:
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Select Currency
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Click Next
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In Field Label, enter "Desired Stage Price"
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In Length, enter "16"
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In Decimal Places, enter "2"
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Click Next
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Click Visible twice
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Click Next
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Remove the field from every page layout
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Click Save & New
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Add the Unstaged Total Price field:
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Select Currency
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Click Next
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In Field Label, enter "Unstaged Total Price"
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In Length, enter "16"
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In Decimal Places, enter "2"
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Click Next
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Click Visible twice
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Click Next
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Remove the field from every page layout
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Click Save
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Complete one of the following:
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Configure FX Settings:
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From Setup, enter "custom setting" in the Quick Find box, then select Custom Settings
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Click Manage next to FX Settings
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Click Edit
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In SyncVersion, enter "4"
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Click Save
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Grant permission for the Stage Pricing fields:
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From Setup, enter "permission" in the Quick Find box, then select Permission Sets
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Open a permission set
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Under Apps, click Object Settings
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Click Quote Items
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Click Edit
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Under Field Permissions, complete the following:
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Grant Read and Edit permission for the following fields:
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Desired Stage Price
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Unstaged Total Price
Granting Read and Edit permission for these fields allows users to apply stage pricing to items in FieldFX Mobile.
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Grant Read permission for the following field:
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NonDiscountedSubTotal
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Click Save
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Repeat steps a to g for other permission sets as needed
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Setting Up Stage Pricing for Tickets
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Add the NonDiscountedPrice field:
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From Setup, enter "object" in the Quick Find box, then select Objects
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Click Ticket Item
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Under Custom Fields & Relationships, click New
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Select Formula
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Click Next
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In Field Label, enter "NonDiscountedPrice"
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Under Formula Return Type, select Currency
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Click Next
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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))
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Click Next
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Click Visible twice
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Click Next
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Remove the field from every page layout
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Click Save & New
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Add the NonDiscountedSubTotal field:
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Select Formula
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Click Next
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In Field Label, enter "NonDiscountedSubTotal"
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Under Formula Return Type, select Currency
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Click Next
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In NonDiscountedSubTotal (Currency) =, enter the following formula:
NonDiscountedPrice__c * (Qty__c - FX5__PBI_Included_Quantity__c)
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Click Next
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Click Visible twice
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Click Next
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Remove the field from every page layout
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Click Save
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Edit the Subtotal field:
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Under Custom Fields & Relationships, click Edit next to Subtotal
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In Subtotal (Currency) =, change the formula to the following:
MAX(( NonDiscountedSubTotal__c * (1 - FX5__Discount_Percent__c)), FX5__PBI_Minimum_Charge__c)
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Click Save
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Complete one of the following:
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Configure FX Settings:
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From Setup, enter "custom setting" in the Quick Find box, then select Custom Settings
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Click Manage next to FX Settings
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Click Edit
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In SyncVersion, enter "4"
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Click Save
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Grant permission for the Stage Pricing fields:
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From Setup, enter "permission" in the Quick Find box, then select Permission Sets
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Open a permission set
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Under Apps, click Object Settings
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Click Ticket Items
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Click Edit
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Under Field Permissions, complete the following:
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Grant Read and Edit permission for the following fields:
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Desired Stage Price
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Unstaged Total Price
Granting Read and Edit permission for these fields allows users to apply stage pricing to items in FieldFX Mobile.
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Grant Read permission for the following fields:
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NonDiscountedPrice
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NonDiscountedSubTotal
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Click Save
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Repeat steps a to g for other permission sets as needed
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