The Order Needs Recompute warning appears when an Order is out of balance. Item subtotals, tax, or related totals do not agree, so CoreBridge blocks further updates (including invoicing) until the Order is brought back into balance.
Table of Contents
- What the Warning Means
- Important Information
- Review and Adjust the Order
- Refresh Tax When Tax Looks Wrong
- If the Warning Still Blocks Updates
- Frequently Asked Questions
- Related Articles
What the Warning Means
When CoreBridge detects that line item amounts do not roll up correctly, it shows Order Needs Recompute. A common message is:
Item's subtotal doesn't sum up correctly. Order needs to be recomputed or adjusted to be in balance before it can be updated.
The dialog also asks you to review the Order and resolve the out-of-balance condition before further updates.
Important Information
- There is no separate Recompute button on Line Item More Actions.
- Clearing the warning means bringing Line Item prices, quantities, fees, discounts, and tax back into agreement so Order totals balance.
- Until the Order is in balance, status changes such as moving to Invoiced can fail.
Review and Adjust the Order
Navigate to Sales / Orders and open the Order that shows the warning.
1. Click OK on the Order Needs Recompute dialog so you can return to the Order.
2. On the Line Items tab, review each Line Item quantity, unit price, and extended price. Correct any Line Item that looks wrong, then allow the Order to save.
3. Review Order-level fees and discounts in the Order totals area. Correct any fee or discount that does not match what you expect, then save.
4. Retry the action that triggered the warning (for example, changing Status toward Invoiced).
Note: If a Line Item price was overridden earlier, confirm the override still matches the intended amount for the current quantity.
Refresh Tax When Tax Looks Wrong
When the imbalance involves tax, refresh tax on the Order by re-selecting the Tax Group.
1. Open the Order and click the Order Details tab.
2. Under Accounting Details, click Tax Group.
3. Select the same tax group from the list so CoreBridge recalculates tax.
Note: For full steps on refreshing tax after a rate change, see Updating Sales Tax Rates and Refreshing Open Estimates.
If the Warning Still Blocks Updates
If you have reviewed Line Items, fees, discounts, and tax, and the warning still appears when you try to update or invoice the Order, contact CoreBridge Support. Include the Order number and a screenshot of the warning. Support can review the Order and clear the out-of-balance condition when a simple adjustment does not resolve it.
Frequently Asked Questions
1. Where is the Recompute button?
Answer: There is no separate Recompute control on Line Item More Actions. Bring the Order into balance by reviewing and correcting Line Items, fees, discounts, or tax, then retry your update.
2. Why can I not invoice when I see this warning?
Answer: CoreBridge blocks updates, including invoicing, while the Order is out of balance. Clear the imbalance first, then change Status to Invoiced.
3. Does Cancel clear the problem?
Answer: Cancel closes the dialog only. The Order stays out of balance until Line Item and total amounts agree again.
Related Articles
Estimate and Order Tools Menu
Orders Overview
Updating Sales Tax Rates and Refreshing Open Estimates