Assign pricing books based on a PSA custom field (UDF)

Pricing books can be assigned based on company classification, but not on a custom field (UDF). Allow pricing book assignment rules based on a PSA UDF value, so that when the UDF changes the customer automatically moves to the right pricing book instead of being reassigned by hand.

Keywords

pricing book assignment, UDF, custom field, company classification, price book rule, PSA custom field