Troubleshooting

When a quote total looks wrong:

  1. Open the Product Display tab and check the reconciliation row. If it shows a red warning, the displayed total disagrees with the persisted line items — capture the screenshot and open an issue.
  2. Verify the parent quantity matches the expected. A wrong parent quantity multiplies every Component/FPC child below it.
  3. Check the bundle’s PricingModel__c. Switching between Standard, Roll-Up, and Itemized changes how the parent total relates to the children. Standard is the most common source of “the bundle didn’t pick up my option’s price” — switch to Roll-Up if the parent should reflect the option choices.
  4. Look at the option type on ProductOption__c. A child that should multiply (Component or FPC) but is set to Accessory will keep the option quantity as-is — no multiplier.
  5. For subscriptions, check the segment dates and dimension settings. A segment whose duration doesn’t match the dimension default will prorate. The prorated quantity is on the segment line.
  6. For renewals and amendments, remember re-pricing is always on. There is no toggle to check — every carried-forward line is re-priced on the effective date against the customer’s active contracted price, then the discount schedule, then the subscription’s verbatim price (most- to least-specific; see Renewals & Amendments). A surprise price change is almost always one of those inputs moving since the original deal — an updated contracted price or discount schedule effective as of the renewal / amendment date.