Managing Inventory8% of the exam
Price books and products consumed
When to log products consumed against product items or only against a price book entry, how the Price Book Entry auto-populates, how List Price, Unit Price, Subtotal and Total Price differ, and which access and work order settings consumption needs on desktop and mobile.
Given business requirements, distinguish the appropriate price book model for products consumed.
~7 min read · 7 practice questions ·
What the exam expects
- Choose between logging consumption against product items (stock tracked at locations) and filling only the Price Book Entry (consumption tracked, inventory movement not tracked).
- Explain when the Price Book Entry on a product consumed auto-populates from the product item and why it can stay blank.
- Distinguish List Price, Unit Price, Discount, Subtotal and Total Price on a product consumed, and record a negotiated price without editing the price book.
- Fix access gaps: Edit on work orders, Read on product items, and "Use" sharing access to price books.
- Make product search work in Field Service Mobile by putting a populated Price Book on the work order.
Key terms:
- Product consumed: a record of an item used to complete a work order or work order line item.
- Product item: the quantity of one product at one location; selecting it on a product consumed lowers its quantity.
- Price book entry: a product's entry in a price book; on a product consumed it links the item to a price.
- Product item transaction: an auto-generated record of a change to a product item (Replenished, Consumed, Adjusted, Transferred).
Key facts
Consumption without inventory movement
- Detail
- Skip locations and product items; complete Price Book Entry
Product item scope
- Detail
- One product at one location; one product item per location
Price Book Entry auto-populates
- Detail
- Only when the work order and the product item's product share a price book
Subtotal
- Detail
- Unit price × quantity consumed
Total Price
- Detail
- Unit price × quantity consumed, minus the discount
Create products consumed
- Detail
- Edit on work orders and Read on product items
List a price book entry
- Detail
- "Use" sharing access to price books
Mobile product search returns nothing
- Detail
- Add Price Book to work order layouts and populate it
Creating a product consumed
- Detail
- Consumed transaction with a negative quantity
Deleting a product consumed
- Detail
- Adjusted transaction with a positive quantity
Sources for this section (5)
- Why does deleting a product consumed raise a product item's quantity again?
- When does a product need more than one product item?
- What does Subtotal hold on a product consumed?
- Why do users not need Create on product item transactions to log consumption?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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