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- Updating the Total Sales Price by modifying Product Schedules
Updating the Total Sales Price by modifying Product Schedules
Modifying product schedules can update the Total Price of an Opportunity Product Line Item for pipeline opportunities.
To do this:
- Click the Manage Schedules button on the Opportunity.
- Expand the section of the relevant Opportunity Product.
- Then, edit the Booked Amount value of one or more schedules.
- Look at the Booked Amount Total. You’ll see it’s in red. That’s because by modifying one or more schedules, the Line Item Total Price and sum of the Booked Amount across all schedules are out of sync.
- Clicking Save updates the Total Price of the Opportunity Product to re-align the totals.
Note that the above functionality works the same for quantity schedules; increasing or decreasing the quantity will affect the Total Price of the Line Item.
Remember, you can also use the Auto Calculate function to retain the existing Total Price and auto-adjust schedules.