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. 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.