I am trying to setup our quotes/opportunities to sync. Here's the current setup.
On Quote:
- Total Price Field (Roll Up Summary): SUM, Quote Line Item
On Opportunity:
- Opportunity Value Field (Roll Up Summary): SUM, Quote Total Price
- Grand Total Field (Formula): Opp_Valuetru__c * Term__c
In theory, Total Price Field (Quote) should be looking at the line items and calculating the total price based on quantity of each item. That number should then be pulled into Opportunity Value (Opportunity), where it is then multiplied by Term (Opportunity) to give the correct Grand Total on the Opportunity.
What's actually happening is that Total Price (Quote) just looks at the unit price, and doesn't account for quantity. This is causing everything to be inaccurate all the way up. How do I change the Total Price Field so that it's accurate when there's more than one of a product?
I dont think you can edit the Total Price field, Quote is a very closed object in salesforce, may i suggest using the Subtotal field Reading the description i think it comes closer to what you need: Total of the quote line items before discounts, taxes, and shipping are applied. (Read only)
