We have a requirement to allow users to select from multiple Pricebooks. At present, we can associate with only one pricebook.
Current solution may be a limitation for Global Rollout as we will have different pricebooks based on country, business segment and other criteria
On Service Quote:
The system does not allow to select prices from a Pricebook. Due to this limitation, we have to use Work Detail object of Work Order for creating service Quote line items.
There are two types of pricebooks. One is general and other is preferred pricebook by customer.(Account). When a work order is for a customer which has a preferred price book , it should by default pick that pricebook. Service Admin should have override capability. 20% of our customers will have preferred pricebooks.. Let us know how this can be achieved.
1) Technician enters the line details with Standard price from pricebook
2) Service Admin changes the price book
3) Trigger fires to update the Price from new price book
1) Service Admin chooses the price book to Work Order
2) Technician enters the line against the selected pricebook
Note: Trigger won't fire in scenario 2. Whenever there is a change in price book from old pricebook to new pricebook, the trigger fires only Online
What is the underlying problem do you intend to solve with this idea?
Ease of use and streamlined process for multiple price books
How is the problem being addressed today, if at all?
Interim solution is to create a place holder Service Contract and associate with a pricebook.