Work Order Pricing Guidelines for Field Service
Work orders and work order line items have several price-related settings. Learn about these settings and how to apply them to your business.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
If you’ve set up a product catalog in Salesforce to track the goods and services that you offer, you can associate items in your price books with work orders and their line items, similar to the way you can associate products with opportunities or orders. If a work order lists a price book, you can link each work order line item to a price book entry (product) from the price book.
For example, if you create a work order for a solar panel installation, select a price book in the Price Book lookup field on the work order. Then, use the Price Book Entry lookup field on its work order line items to select items in your price book, such as Site Assessment, Solar Panel, and Inverter. A quick glance at a completed work order’s line items shows you which products from your product catalog were sold as part of the work order.
Work orders contain these price-related fields.
| Work Order Field | Description |
|---|---|
| Discount | (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. |
| Subtotal | (Read only) The total of the work order line items before discounts and taxes are applied. |
| Total Price | (Read only) The total of the work order line items’ price after discounts but before tax is added. |
| Grand Total | (Read only) The total price of the work order with tax added. |
| Price Book | 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. |
| Tax | 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. |
Work order line items contain these price-related fields.
| Work Order Line Item Field | Description |
|---|---|
| Discount | 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. |
| Subtotal | (Read only) The line item’s unit price multiplied by the quantity. |
| Total Price | (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. |
| List Price | (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. |
| Product | 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. |
| Unit Price | 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. |
Completing Price Fields
- When completing work order price fields, complete only the Price Book and Tax fields. The Discount, Subtotal, Total Price, and Grand Total fields are automatically calculated based on line item fields.
- When completing work order line item price fields, complete only the Product and Discount fields. The Subtotal, Total Price, List Price, and Unit Price fields are automatically calculated based on other line item fields.
- Apply discounts to work orders at the line item level. If your work order doesn’t have line items, its discount is zero.
- Work order line items don’t have to be linked to a product. For example, perhaps you use line items only 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.
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If you plan to use price books for work orders, users need “Use” sharing access to the price book object to complete the following actions:
- Create or edit work orders with the Price Book field completed
- Create work order line items with the Product field completed
- Create products consumed with the Price Book Entry field completed
- A price book entry is returned in search results only if its currency matches the work order's currency.
Deleting Products and Price Books
- 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.
