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Opportunity Template - Saved/updated pricing in Template not flowing to Opportunity

  • October 21, 2025
  • 3 replies
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We have an Opportunity Template for which we needed to change the minimum price for a service item.  We set/changed the minimum price in the Opportunity Template but if we create a new Opportunity and apply the updated Opportunity Template, the service item price still uses the “old/original” minimum price, even though the Opportunity Template shows the updated minimum price.!!

Anyone have any ideas what is happening here?  I think it’s a bug.

3 replies

Kbaird
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  • Inspiring
  • October 21, 2025

If you click update pricing when creating a new opportunity, it will update minimums. You should set the minimums from the service catalog as well. 


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  • October 21, 2025

Thanks ​@Kbaird.

My grasp was that the minimum price (for a Service Item) set in the Opportunity Template overrode the minimum price in the Service Item record.

  • I changed the minimum price for the Service Item, then
  • deleted the Service Item from the Opportunity Template, then
  • re-added the Service Item to the Opportunity Template, then
  • refreshed the Opportunity Template in the Opportunity, and...

...the prices were correct.  Lesson learned.  Thanks again.

 


Kbaird
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  • Inspiring
  • October 22, 2025

Any time ​@keithw