The Order Needs Recompute warning appears when the totals on an Order are out of balance. This can occur when Line Item subtotals, tax, or other Order totals do not match. The Order must be brought back into balance before additional changes or invoicing can continue.
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 Qty, Price Per Item, Price, 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 Qty, Price Per Item, and Price. Correct any line item that looks wrong, then allow the Order to save.
3. Review Line Item Fees, Line Item Discount, Order Fees, and Order Discount. Correct any amount that does not match what you expect, then allow the Order to 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. Overridden values are marked on the line item.
Refresh Tax When Tax Looks Wrong
When the imbalance involves tax, refresh tax on the Order by selecting the Tax Group again.
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 is invoicing blocked when this warning appears?
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.