Custom code validation of deal amount against line item total

Outcome. A deal whose amount field disagrees with the sum of its actual line items gets flagged before it reaches a forecast or a quote, instead of a stale, manually-typed amount quietly overstating or understating what the deal is really worth.

Workflow map Enrollment, branches and actions at a glance data-quality-044

flowchart TD
    A[Deal created or Amount changed] --> B[Custom code: sum line items, compare to Amount]
    B --> C{Mismatch beyond tolerance?}
    C -->|yes| D[Flag Mismatch, add to list, create task]
    C -->|no| E[Matches line items]

When to use it, when not to

• UseUse it on pipelines where deals carry line items, products with quantity and price, and the deal Amount field is expected to reflect their total, but reps or an integration can still edit Amount directly, independent of the line items.
• UseUse it before a deal reaches a stage where the amount matters for a formal action, a quote generation, an approval, or a forecast roll-up.
• SkipDo not use it on deals that intentionally carry no line items and use Amount as a standalone manual estimate. This fiche assumes line items are the source of truth, which is not every deal's actual data model.
• SkipDo not use it to auto-correct the mismatch. Overwriting Amount silently from the code removes the rep's ability to intentionally apply a manual discount or adjustment not reflected in the line items. Flag the mismatch, let a human decide which number is right.