Parts Pricing Calculation with Work Order Assigned Pricebook
The Advanced Get Price Code Snippet (Code011) can be set up to search for Parts Pricebooks linked directly to the Work Order using a custom lookup field. This means that if an organization is not using Service Contracts for Work Order Entitlement, or a Work Order does not have entitlement, it can still retrieve pricing from a specifically assigned Pricebook, rather than defaulting to the org-wide Standard Pricebook.
The Advanced Get Price Code Snippet (Code011) can fetch pricing from a designated Parts Pricebook defined via a custom field on the Work Order. This expands on the existing Get Price logic, which previously only recognized the org-wide standard Pricebook if no Service Contract with Pricebook was entitled to the Work Order. Pricing can be generated based on a custom lookup field on the Work Order record, where a parts Pricebook is defined. Code011 evaluates multiple pricing sources in a defined sequence to identify the correct Parts unit price.
Configuration for Parts Pricebook lookup is controlled through SET019 – Parts Price Book (Global Setting in Module: Work Order; Sub-Module: Create Work Order Lines VF). SET019 defines the Parts Pricebook used for evaluating parts pricing and serves as the reference Pricebook for activity-type–based pricing.
Code011 evaluates parts pricing in the following order:
1. Parts Pricing: Direct parts pricing defined for the Activity Type in the Parts Pricebook.
2. Parts Discount: Discount pricing retrieved from the Standard Pricebook (SET004)
3. Parts Pricebook associated with the entitled Service Contract: Pricebook associated with a Service Contract, if the Work Order is entitled.
4. Parts Pricebook defined on the Work Order: Pricebook defined through the custom lookup field configured in SET021.
5. Standard Pricebook: Default fallback if no other pricing source provides a valid price (SET004).
This evaluation sequence ensures that contract-based, Work Order–specific, and standard pricing sources are all considered systematically.
Example
A Part Work Detail line references the Work Plan associated with the Work Plan Assignment, and the Parts Pricebook (SET019) contains a matching price entry for the part. When Get Price runs, Code011 retrieves the unit price from this Parts Pricebook entry. Because the Work Detail line is entitled through a Work Plan Assignment, Code011 also applies the Part Coverage percentage defined on the Covered Work Plan to calculate the billable part amount.
• Unit price from Parts Pricebook: $10
• Part Coverage percentage from the entitled Work Plan: 50%
• Final billable part price after applying coverage: $5
This example illustrates how a Part Detail line can use unit pricing from the Parts Pricebook and coverage from the Work Plan Assignment to calculate the final billable part amount.
To enable this functionality, the administrator must configure a custom field and global settings in the ServiceMax Setup.
To enable Get Price for the price book in a custom field on the Work Order:
1. Create a custom lookup field in the Work Order object that has a reference to the standard price book.
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You can skip this step if the custom lookup field is already created.
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2. Edit the global setting SET021 - Get Price to Acknowledge Custom Lookup for Parts Pricebook on WO (Module: Work Order; Sub-Module: Create Work Order Lines VF).
3. Update the setting SET021 with the API name of the custom pricebook lookup field configured in step 1.
4. Click Save.