Method Community

How can I change the price on all occurrences from a series?

The software that use now when you edit the series, the changes affect all the ocurrences, what is the point of editing the series then?

This question is somewhat related to this thread about Sort Orders. 

The line items of each occurrence are not automatically copied from the series. The reason for this is because you may not have the same line items for each occurrence. When you do copy the line items from the series however, the occurence is broken from the series since it has been changed. The occurence will therefore no longer update if you update the series. 

If you updated the series price, and then press the Copy Job Items from series link in an occurrence, you will see the updated price. 

Hope this makes sense. 

Jason

Can this be cuztomize?, since all our occurences are the same, they don't change.

Can it be so everytime you edit the series, it will affect all the occurrences, this would help me a lot

Hi Marcelo, 

Yes, you can customize your Field Services app so that all job items from the series are copied to each occurrence automatically, but unfortunately this is not a stock feature. The way the Field Services app is designed is so that you can copy from series, add, or edit job items when you are near the date of the occurrence, otherwise the job items are left blank.

If you're interested I can put you in touch with an in-house consultant.  I also recommend our Method Solution Providers for customization help. 

- Jason

But if I do that, everytime I edit the series will make changes in all occurrences?

For example after the series was created, I want to go back and change either the price, or crew, or est time, ect?

Yes. It should be possible to customize the Field Services app so that when you edit the job items of a series they automatically update the related occurences. I would start to look into the Copy Job Items from series button (and reverse engineer it) if your looking for tips of how to proceed. Hope this helps! 

- Jason