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First off - the documentation on the SFDC site is incorrect on this issue. The question keeps getting asked, people get referred to this link, and then they soon write back saying that it DOES NOT WORK.

In short, since the Amount field on Opps only calculates Sales Price, Quantity and Discount, the taxes (or any custom $ field) do not get added. Some of our products are fee -and are not taxed.

The method of using a WFR to update the Sales Price (as in Total Tax Amount__c) so as to update the Total Sales, to in turn update the Opp Amount figure does not in fact update the Sales Price.

Result: Our quotes have the wrong Amount.

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  • In the end, the solution was NOT to update the sales price/Amount via the Opportunity, but to calculate the tax and then update the Sales Price with that amount via the Quote Line Item. That rolled up to the Opp itself. I guess the SFDC documentation is so old, quotes didn't exist when it was written?
    – Bart__c
    Commented Feb 16, 2013 at 23:03

2 Answers 2

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The TotalPrice (UnitPrice X Quantity) across all Opportunity line items rolls up to the Opportunity Amount. If you wanted to affect the TotalPrice on the OLI, you could update the UnitPrice with the optional extras so that they are factored into the TotalPrice. This would then roll up to the Opportunity Amount.

In summary, custom fields cannot be made to roll up directly, however you can use them to affect the UnitPrice which multiplied by Quantity rolls up.

Hopefully that makes sense.

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  • Thanks - what was needed was for the Quote Line Item to reflect the added amount (tax) not the OLI. The WFR method worked there!
    – Bart__c
    Commented Feb 14, 2013 at 2:36
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    In the end, the solution was NOT to update the sales price/Amount via the Opportunity, but to calculate the tax and then update the Sales Price with that amount via the Quote Line Item. That rolled up to the Opp itself. I guess the SFDC documentation is so old, quotes didn't exist when it was written?
    – Bart__c
    Commented Feb 16, 2013 at 23:04
  • Strange, did you have quote sync enabled. Because that should sync in both directions. Commented Feb 17, 2013 at 8:45
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You could use a workflow rule that fires everytime the product is edit that will take your custom fields and overwrite the value of UnitPrice and Quantity -- or the Total Price.

The total price will roll up to the Amount field the opportunity. Ideally your calculation will only use the values from on custom fields from the Opportunity Product

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