An agent has to create a Work Order for a complex installation. A Work Order Line Item is created for each required component so it can be tracked and priced separately. However, a few of the components are only on the company's Preferred Price Book while the others are on the U.S. Price Book.
Which solution should a Consultant recommend so the agent can meet this requirement?
- Create one Work Order and add Work Order Line Items based on the Price Book selected on the Work Type.
- Create one Work Order for each Price Book and use Work Types to assign the Price Book to each Work Order Line Item.
- Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.
- Create one Work Order for each Price Book and add Work Order Line Items to the appropriate Work Order based on its Price Book.
Answer(s): C
Explanation:
A Work Order can have only one Price Book associated with it, which is determined by the Price Book selected on the Work Type. To use products from different Price Books on the same Work Order, the price on Work Order Line Items for products on other Price Books can be overridden manually or by using automation tools such as Process Builder or Apex triggers. Creating one Work Order for each Price Book or using Work Types to assign Price Books to each Work Order Line Item would not allow using products from different Price Books on the same Work Order.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fs_work_orders.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_work_types.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.fs_work_order_line_items.htm&type=5
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