Ticket Items
Introduction
A ticket item is a billable item used during work completed for a ticket.
For example, Labor charges or equipment rental
Every ticket item is linked to a price book item.
To add ticket items, use the Ticket Item Builder or Ticket Item Wizard.
Prerequisites
To use ticket items, you need to:
| Have these user licenses | Have these permissions | Complete these tasks and review these topics before continuing |
|---|---|---|
Relationship with Price Book Items
You can add price book items to a ticket from the:
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Price book for the job
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Price books you have permission to access
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Price books above the job’s price book in a hierarchy
Copying Data from Price Book Items
When you add a price book item to a ticket, data copies from the price book item to the ticket item.
Data copies between the following managed fields by default:
| Price Book Item Field | Ticket Item Field | ||
|---|---|---|---|
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You can add custom fields to copy additional information between price book items and ticket items.
| Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Ticket Item objects. |
Relationship with Quote Items
When you convert a quote into a job, you can add items on the quote to tickets.
Copying Data from Quote Items
When you add a quote item to a ticket, data copies from the quote item to the ticket item.
Data copies between the following managed fields by default:
| Quote Item Field | Ticket Item Field | ||
|---|---|---|---|
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You can add custom fields to copy additional information between quote items and ticket items.
| Make sure custom fields have the same name, data type, length, and decimal places on both the Quote Item and Ticket 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 Ticket Item
When a locked field on a Price Book Item or Quote Item is added to the Ticket, the Quote Item’s matching field is also locked.
Step-by-Step Guides
You can complete these tasks in FieldFX Back Office or FieldFX Mobile:
Adding Ticket Items
FieldFX Back Office
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The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected
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The Rule Engine adds price book items to the ticket automatically if required by a rule
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Click Expand on the right side of the page.
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Select price book items.
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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
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected
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The Rule Engine adds price book items to the ticket automatically if required by a rule
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Select Add.
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Select an item type.
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Select a record type.
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Select items.
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Select Add.
Child items get added automatically when you add their parent item. -
(Optional) Enter details before saving.
Adding Ticket Items from a Hierarchical Price Book
FieldFX Back Office
Prerequisite
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Open the Ticket Item Builder.
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The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected
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The Rule Engine adds price book items to the ticket automatically if required by a rule
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Click Expand on the right side of the page.
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Click Extended Price Book Items.
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Select price book items.
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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
-
Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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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
-
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Select Add.
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Perform a keyword search to locate the items and select Show More from Extended Price Book.
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Select items.
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Select Add.
Child items get added automatically when you add their parent item.
Adding Child Ticket Items
FieldFX Back Office
Prerequisite
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Open the Ticket Item Builder.
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The Ticket Item Builder adds price book items to the ticket automatically if they have Required Item selected
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The Rule Engine adds price book items to the ticket automatically if required by a rule
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Click Add Child Items next to a dynamic parent item.
THe Item picker opens.
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Select child items.
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Click Add Selected.
The child items display indented under their parent item.
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Click Close on the left side of the Item picker.
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Click Add Child Items.
Add Child Items mode is now disabled.
FieldFX Mobile
Prerequisite
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select a dynamic parent item.
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Select Update.
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Select Add Child Items.
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Select child items.
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Select Add.
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(Optional) Enter details before saving.
The child items display below the parent item.
Copying Ticket Items
FieldFX Back Office
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Open the Ticket Item Builder.
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Move down to the Item grid.
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Select items.
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Click Copy Selected.
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Click OK.
FieldFX Mobile
Prerequisite
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the items.
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Select Update.
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Select Copy.
Editing a Ticket Item
FieldFX Back Office
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Open the Ticket Item Builder.
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Move down to the Item grid.
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Click the arrow next to the item.
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Click Edit.
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Make edits.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Click Save.
FieldFX Mobile
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the item.
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Make edits.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Select Save
Editing Multiple Ticket Items
FieldFX Back Office
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Open the Ticket Item Builder.
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Move down to the Item grid.
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Select items.
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Click Bulk Update.
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Make edits on the Updated Selected Items panel.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Click Update.
FieldFX Mobile
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the items to edit.
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Select Update.
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Select Bulk Edit.
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Select the field to edit.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Enter new information.
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Select Save.
Applying Stage Pricing to Ticket Items
FieldFX Back Office
Prerequisite
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Open the Ticket Item Builder.
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Move down to the Item grid.
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Select items.
You can’t apply stage pricing to items that have Locked Discount selected. -
Click Apply Stage Pricing.
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In Total Staging Price, enter the price to charge for the items.
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Click Apply.
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The total price for the items is now the specified stage price.
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The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
-
FieldFX Mobile
Prerequisite
-
Select Tickets on the sidebar.
-
Select the ticket.
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Select Items on the sidebar.
-
Select items.
You can’t apply stage pricing to items that have Locked Discount selected. -
Select Update.
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Select Stage Price.
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In Total Stage Pricing, enter the price to charge for the items.
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Select Save.
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The total price for the items is now the specified stage price.
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The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
-
Deleting Ticket Items
FieldFX Back Office
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Open the Ticket Item Builder.
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Move down to the Item grid.
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Select items.
You can’t delete an item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
-
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Click Delete Selected.
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Click OK.
FieldFX Mobile
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the items to delete.
You can’t delete a ticket item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
-
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Select Update.
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Select Delete.
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Select DELETE.
Recommended Reading
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Ticket Item Builder - Learn how the Ticket Item Builder works
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Ticket Item Grid - Learn how the Ticket Item Grid works
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Ticket Item Wizard - Learn how the Ticket Item Wizard works
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FX E-Ticketing Minimum Permissions - Learn the minimum permissions required to use ticket items