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?

Question

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?

Muhammad Hafizh · Accepted Answer

Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.

Muhammad Hafizh · Answer

Create one Work Order and add Work Order Line Items based on the Price Book selected on the Work Type.

Muhammad Hafizh · Answer

Create one Work Order for each Price Book and use Work Types to assign the Price Book to each Work Order Line Item.

Muhammad Hafizh · Answer

Create one Work Order for each Price Book and add Work Order Line Items to the appropriate Work Order based on its Price Book.

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