Issue
Child roll-up values (Resources and "Other Fees") were delayed or sometime failing to sync intermittently

Issue Number
I-22
Product
QuoteX
Legacy Issue Number
-
Detected Date
7/15/2025
Fixed In Version
Closed in v1.85
Closed Date
7/23/2025

Issue Name
Child roll-up values (Resources and "Other Fees") were delayed or sometime failing to sync intermittently
Additional Information

Child roll-up values (Resources and "Other Fees") were delayed or sometime failing to sync intermittently from the timeline to the Quote record.

Steps to Reproduce

1. Create a PSC Quote record.

2. Click on “Add a new Timeline” and insert a new timeline.

3. Add a Resource Allocation to the timeline.

4. Check the "Net Fee Summary" field value. The Net Fee Summary should correctly aggregate the net fee values of all active timelines.


Workaround

Either activate/deactive a timeline in order to force a recaluclation on the parent quotes or progress/regress a quote request in order to force a recalculation on the requests.

Status
Complete
Defect Type
Performance