Work orders and work order line items have several price-related fields. Find out how they interact and how to use them.
Available in: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud
Work orders contain the following price-related fields. If you intend to use these fields, add them to work order page layouts.
Work Order Field
What It Represents
(Read only) The weighted average of the discounts on all line items on the work order. It can be any positive number up to 100.
(Read only) The total of the work order line items before discounts and taxes are applied.
(Read only) The total of the work order line items’ price after discounts but before tax is added.
(Read only) The total price of the work order with tax added.
The price book associated with the work order. Adding a price book to the work order lets you link each work order line item to a product included in the price book.
The total tax on the work order in a currency format. (Do not enter a percentage.) For example, in a work order whose total price is $100, enter $10 to apply a 10 percent tax. You can enter a number with or without the currency symbol and you can use up to two decimal places.
And work order line items contain these price-related fields. If you intend to use these fields, add them to work order line item page layouts.
Work Order Line Item Field
What It Represents
The percent discount to be applied to the line item’s subtotal. You can enter a number with or without the percent symbol and you can use up to two decimal places.
(Read only) The line item’s unit price multiplied by the quantity.
(Read only) The line item’s subtotal with discounts applied. This field is blank until you add a unit price and save the line item.
(Read only) The price of the line item (product) as listed in its corresponding price book entry. If a product isn’t selected, the list price defaults to zero.
When you select a product to link to the line item, you can see the product’s list price next to its name and ID in the lookup window. The list price field populates when you save the line item.
The name of the product associated with the line item. The lookup only lists products that are included in the parent work order’s price book. When you select a product and save the line item, the following fields are populated on the line item:
Inline editing isn’t supported on the Product field. To change the product on a line item, click Edit. Adding a product updates the list price, unit price, subtotal, and total price based on the related entry in the work order’s price book.
By default, the unit price for a work order line item is the line item’s list price from the price book, but you can change it.
When filling out price fields on work orders and their line items, keep these guidelines in mind:
To apply a discount to a work order, apply the discount at the line item level. If your work order doesn’t have line items, its discount is zero.
When filling out price fields on a work order, just fill out the Price Book and Tax fields. The Discount, Subtotal, Total Price, and Grand Total fields are all automatically calculated based on line item fields.
When filling out price fields on a work order line item, just fill out the Product and Discount fields. The Subtotal, Total Price, List Price, and Unit Price fields are all automatically calculated based on other line item fields.
Work order line items don’t have to be linked to a product. For example, you might prefer to use work order line items to track tasks. Just keep in mind that if the Product field is blank, you can’t use the List Price, Unit Price, Discount, Quantity, Subtotal, or Total Price fields.
You can’t delete a price book that’s linked to a work order.
You can’t delete a product that’s linked to a work order line item.
You can’t delete a price book entry that’s linked to a work order line item. Price book entries are linked to work order line items via the Product lookup field.
You can’t remove a price book from a work order if its line items are linked to products from that price book.
Products cannot be added to work order line items in Lightning Experience. Use Salesforce Classic or the API. If a work order line item was created in Salesforce Classic and includes a product, the quantity and unit price can be updated in Lightning Experience, but the product can’t be updated.