Overview
It is important to know which actions cause a financial element to recalculate. Simply opening or reloading a financial element (like a Quote or an Invoice) doesn't recalculate the line items or element total using any new pricing or changes to tax, fee matrices, etc. There are specific actions that have to take place for the element to recalculate.
This is by design! Say you have a Quote from 1 year ago. Since then you have changed your sales tax percentages or fee matrix calculations. You don't necessarily want your old Quote to reflect these changes because then it won't be an accurate representation of what was quoted 1 year ago.
Actions That Cause a Financial Element to Recalculate
The following actions will cause a financial element to recalculate:
- Adding a financial line to the element (like inventory, services, etc.) using any method like drag and drop, copy, adding suggestions, etc.
- Deleting a financial line from the element (like inventory, services, etc.)
- Any line item modification that will change the Price or Cost Ext. field of the line item:
- Modifying the Qty (quantity) of a line item
- Modifying the Time of a line item
- Modifying the Price or Cost each of a line item
- Modifying the Type (resource type) of a line item since different resource types might have different pricing
- Adding / modifying a line item discount if that field is present
- Enabling or disabling the TM (total mute) checkbox
- Bulk actions that involve any of the above
- Any header field modification that involves financial calculations:
- Modifying the Ship Date or Return Date fields
- Modifying the Currency field
- Modifying the Sales Tax Rule field
- Modifying the Discount field
- Modifying the Terms field
- Using "Reset Price" in the right-hand menu (even if no line items actually reset!)
- Using "Apply Default Terms" in the right-hand menu