If you don’t make an entry in the FX5__Description_Override__c field, ticket items inherit their description from the FX5__Catalog_Description__c field in the price book item.

FX5__Description__c

FX5__Catalog_UOM__c

FX5__COGS_Account__c

FX5__Cost_Plus_Markup_Amount__c

FX5__Cost_Plus_Markup_Percent__c

FX5__Default_Quantity__c

FX5__PBI_Default_Quantity__c
FX5__Input_Qty__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__Income_Account__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__Minimum_Quantity__c

FX5__PBI_Minimum_Quantity__c

FX5__Parent_Price_Book_Item__c

FX5__Parent_Ticket_Item__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__Standby_Price__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 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

Cost__c

To copy data to the FX5__Cost__c field on ticket items, add a custom field named Cost__c+ to the Quote Item object.

FX5__Cost__c

FX5__Catalog_UOM__c

FX5__Description__c

FX5__Discount_Percent__c

FX5__Parent_Quote_Item__c

FX5__Parent_Ticket_Item__c

FX5__PBI_Default_Quantity__c

FX5__PBI_Enable_Dynamic_Parenting__c

FX5__PBI_Included_Quantity__c

FX5__PBI_Locked_Description__c

FX5__PBI_Locked_Discount__c

FX5__PBI_Locked_Price_Markup__c

FX5__PBI_Maximum_Quantity__c

FX5__PBI_Minimum_Charge__c

FX5__PBI_Minimum_Quantity__c

FX5__PBI_Pricing_Method__c

FX5__PBI_Required_Item__c

FX5__PBI_Requires_Parent_Item__c

FX5__PBI_Surcharge_Env__c

FX5__PBI_Surcharge_Fuel__c

FX5__Price__c

FX5__Qty__c

FX5__Input_Qty__c

FX5__Sequence_Number__c

RecordType

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:

Table 1. Tasks (BO = FieldFX Back Office, FXM = FieldFX Mobile)
Description	Platform
Add Ticket Items	BO	FXM
Add Ticket Items from a Hierarchical Price Book	BO	FXM
Add Child Ticket Items	BO	FXM
Copy Ticket Items	BO	FXM
Edit a Ticket Item	BO	FXM
Edit Multiple Ticket Items	BO	FXM
Apply Stage Pricing to Ticket Items	BO	FXM
Delete Ticket Items	BO	FXM
Use Bulk Edit for Lookup Fields in FieldFX Mobile	n/a	FXM

Add Ticket Items

FieldFX Back Office

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
- The Ticket Item Builder 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
Click Expand on the right side of the page.
Select price book items.
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

Click to expand, click again to collapse

In FX Mobile, you can add a new ticket.

Select Jobs on the sidebar.
At the list of jobs, select a job and open it.
Once the job is open, select Tickets and select .

If the job has no tickets, No Tickets appears.
Select a ticket type.

Ticket types vary on how they were set up in the Org’s Back Office.
Enter the ticket details and select .

Example to complete the Supervisor: Tap the field and choose from the list of contacts based on the customer selected in the job.

Complete the remaining ticket fields.
Add ticket items.
Complete the ticket by selecting the Add button.

A new ticket appears in the list of tickets.
You can navigate through the new ticket by using the sidebar icons on the main FX Mobile Ticket Page.

Back to Step-by-Step Guides

Add Ticket Items from a Hierarchical Price Book

FieldFX Back Office

Prerequisite: Set up the Hierarchical Price Books feature.

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
- The Ticket Item Builder 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
Click Expand on the right side of the page.
Click Extended Price Book Items.
Select price book items.
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: Set up the Hierarchical Price Books feature.

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
- 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
Select .
Perform a keyword search to locate the items and select Show More from Extended Price Book.
Select items.
Select .

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

Back to Step-by-Step Guides

Add Child Ticket Items

FieldFX Back Office

Prerequisite: Designate dynamic parent items.

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
- The Ticket Item Builder 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
Click Add Child Items next to a dynamic parent item.

THe Item picker opens.
Select child items.
Click Add Selected.

The child items display indented under their parent item.
Click Close on the left side of the Item picker.
Click Add Child Items.

Add Child Items mode is now disabled.

FieldFX Mobile

Prerequisite: Designate dynamic parent items.

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
Select a dynamic parent item.

Enable Dynamic Parenting must be selected in the linked Price Book.
Select .
Select Add Child Items.
Select child items.
Select .
At the confirmation to add details before saving each ticket item, select YES (to add the details) or NO (to continue adding them).

The ticket grid appears showing the ticket items as a child item underneath the parent item.
- You can also enter details before saving.

The child items display below the parent item.

Items with a parent and children

Back to Step-by-Step Guides

Copy Ticket Items

FieldFX Back Office

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
Move down to the Item grid.
Select items.
Click Copy Selected.
Click OK.

FieldFX Mobile

Prerequisite: Configure the Ticket Item Copy feature.

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
Select the item or items to copy from the grid.
Select .

If there is a number in the corner of the icon, it is the number of selected items to copy.
From the menu that appears, select .

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 Guides

Edit a Ticket Item

FieldFX Back Office

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
Move down to the Item grid.
Click the arrow next to the item.
Click Edit.
Make edits.
You can’t edit the discount for items that have Locked Discount selected.

You can’t edit the price for items that have Locked Price/Markup selected.
Click Save.

FieldFX Mobile

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
Select the item.

Make edits to the ticket item.

You can’t edit the discount for items that have Locked Discount (in the Price Book Constraints > How It Works section) selected and the price of items that have Locked Price/Markup (in the Price Book Constraints > How It Works section) selected.

Select .

Back to Step-by-Step Guides

Edit Multiple Ticket Items

FieldFX Back Office

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
Move down to the Item grid.
Select items.
Click Bulk Update.

Make edits on the Updated Selected Items panel.

Update Selected Items panel example

You can’t edit the discount for items that have Locked Discount (in the Price Book Constraints > How It Works section) selected.
You can’t edit the price for items that have Locked Price/Markup (in the Price Book Constraints > How It Works section) selected.

Click Update.

FieldFX Mobile

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket
Select Items on the sidebar.
Select the items to edit.
Select .

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

IMPORTANT You can’t edit the discount for items that have Locked Discount (in the Price Book Constraints > How It Works section) selected. You can’t edit the price of items that have Locked Price/Markup (in the Price Book Constraints > How It Works section) selected.
Enter new information.
Select .

Back to Step-by-Step Guides

Apply Stage Pricing to Ticket Items

FieldFX Back Office

Prerequisite: Set up Stage Pricing for tickets.

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

Open the Ticket Item Builder.
Move down to the Item grid.
Select items.

You can’t apply stage pricing to items that have Locked Discount selected.
Click Apply Stage Pricing.
In Total Staging Price, enter the price to charge for the items.
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.

FieldFX Mobile

Prerequisite: Set up Stage Pricing for tickets.

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
Select items.

You can’t apply stage pricing to items that have Locked Discount (in the Price Book Constraints > How It Works section) selected.
Select .

If you have selected multiple items, a number appears in the upper corner of the icon.
Select .
In Total Stage Pricing, enter the price to charge for the items.
Select .

NOTE: 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 Guides

Delete Ticket Items

FieldFX Back Office

The Ticket Item Builder has been deprecated and is no longer supported. Configure FX Item Picker Component Options for adding Ticket Items.

You can’t delete an item if:

The linked price book item is required by a rule.
The linked price book item has Required Item selected.

Child items get deleted automatically when you delete their parent item.

FieldFX Mobile

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
Select the items to delete.

IMPORTANT:
You can’t delete a ticket item if:
- The linked price book item is required by a rule.
- The linked price book item has Required Item selected.

Child items get deleted automatically when you delete their parent item.

Select .

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

Back to Step-by-Step Guides

Use Bulk Edit for Ticket Item Lookup Fields in FieldFX Mobile

With the new release (v4.0.1.4870), you can now use Bulk Edit for Lookup Fields when filtering Ticket Items only.

In FX Mobile, open a ticket that has ticket items.
Tap to select the item.

To select all the ticket items, tap in the header of the list.

The selected items appear with a in a circled item numbers.
Tap to open the menu selection.
Tap the Bulk Edit option.

A message can appear in the Bulk Editing X Items(s) window if you have selected items with different record types.

X is the number of items.
Tap the name of the Lookup Field filter that you created in Create Filtered Lookup for Ticket Items.

The results of the filter appear.

To use Bulk Edit for Jobs, a bulk edit lookup filter must exist for the job object first.

Ticket Items

Introduction

Prerequisites

Relationship with Price Book Items

Copying Data from Price Book Items

Relationship with Quote Items

Copying Data from Quote Items

Step-by-Step Guides

Add Ticket Items

FieldFX Back Office

FieldFX Mobile

Add Ticket Items from a Hierarchical Price Book

FieldFX Back Office

FieldFX Mobile

Add Child Ticket Items

FieldFX Back Office

FieldFX Mobile

Copy Ticket Items

FieldFX Back Office

FieldFX Mobile

Edit a Ticket Item

FieldFX Back Office

FieldFX Mobile

Edit Multiple Ticket Items

FieldFX Back Office

FieldFX Mobile

Apply Stage Pricing to Ticket Items

FieldFX Back Office

FieldFX Mobile

Delete Ticket Items

FieldFX Back Office

FieldFX Mobile

Use Bulk Edit for Ticket Item Lookup Fields in FieldFX Mobile

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