# Work order line items: pricing, status and hierarchy

*Agentforce Field Service and Operations Consultant Study Guide · Managing Work Orders · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/agentforce-field-service-consultant/managing-work-orders/work-order-line-items-pricing-status-and-hierarchy*

When to model tasks as work order line items rather than separate or child work orders, how line item prices roll up into work order totals, how line item status, status category and Is Closed work, and what line items inherit from their work order (address, sharing) and what they don't (asset, duration).

- Certification: Salesforce Agentforce Field Service and Operations Consultant
- Exam section: Managing Work Orders
- Study guide: https://www.certifyforce.com/study-guide/agentforce-field-service-consultant

**Official exam objective:**

> Analyze how and when to use Work Order Line Items.

## What the exam expects

- Choose line items, child line items, child work orders or separate work orders for a multi-step job.
- Explain how a line item's list price, unit price, discount and subtotal roll into the work order's Subtotal, Total Price, Discount and Grand Total, and why a price book on the work order is needed.
- Configure line item status values with a status category and report on open versus closed line items.
- Predict what a line item inherits from its work order (address, sharing) and what it doesn't (asset, skills, products, duration).

Key terms:
- **Work order line item:** a subtask or step on a work order that can be completed on its own.
- **Child line item:** a line item whose Parent Work Order Line Item field points to another line item.
- **Status Category:** the fixed classification each Status value maps to; processes read it.
- **Is Closed:** checkbox selected when the line item's status changes to Closed.
- **Price book entry:** the line item's Product field, searched only within the work order's price book.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Line item purpose | Subtasks completed one by one, each with its own appointment, work type, skills, products | [Create Work Orders](https://help.salesforce.com/s/articleView?id=fs_create_wo.htm&language=en_US&type=5) |
| Product lookup on a line item | Returns only products in the work order's price book | [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm) |
| List price without an entry | Defaults to zero | [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm) |
| Work order Discount | Read-only weighted average of line item discounts | [WorkOrder](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorder.htm) |
| Work order Grand Total | Total price with tax added | [WorkOrder](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorder.htm) |
| Duration roll-up | Not automatic; use a custom roll-up summary field | [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm) |
| Status Category values | Seven default statuses plus None | [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm) |
| Is Closed | Selected when status changes to Closed | [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm) |
| Address | Inherited from the work order, editable on the line item | [Create Work Orders](https://help.salesforce.com/s/articleView?id=fs_create_wo.htm&language=en_US&type=5) |
| Asset | Not inherited from the parent work order | [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm) |
| Sharing | Inherited from the parent work order | [Work Order Guidelines](https://help.salesforce.com/s/articleView?id=sf.fs_work_order_guidelines.htm&language=en_US&type=5) |
| Deleting a work order | Line items and appointments go to the Recycle Bin with it | [Work Order Guidelines](https://help.salesforce.com/s/articleView?id=sf.fs_work_order_guidelines.htm&language=en_US&type=5) |

## Check yourself

- Why does a discounted line item's Total Price differ from its Subtotal?
- When does a line item's Status Category show None?
- When does a work order with a null Duration adopt its work type's value?

## Sources

- [Create Field Service Work Orders](https://help.salesforce.com/s/articleView?id=fs_create_wo.htm&language=en_US&type=5)
- [WorkOrderLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorderlineitem.htm)
- [WorkOrder](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_workorder.htm)
- [Guidelines for Creating Work Orders for Field Service](https://help.salesforce.com/s/articleView?id=sf.fs_work_order_guidelines.htm&language=en_US&type=5)
- [Customize Work Order Settings for Field Service](https://help.salesforce.com/s/articleView?id=sf.fs_wo_settings.htm&language=en_US&type=5)
- [Guidelines for Creating Work Types for Field Service](https://help.salesforce.com/s/articleView?id=sf.fs_work_type_guidelines.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the Agentforce Field Service and Operations Consultant pack (USD $19): https://www.certifyforce.com/practice-exams