Deal Amounts not being recalculated when Line Item Qty is updated via the API

[GrahamRobson]

Our context is a SaaS vendor where the deal amount can vary dynamically, we want Hubspot to automatically reflect the qty and value of deals on a per deal basis and to roll-up to reports. We want to base automation based on assessing the deal amount value.

We are using the Line Item API to dynamically change the Qty property of a Line Item on a deal, as driven from our internal systems when a customer increases the qty. Our Deal Amount configuration is set-up to nominate ARR as it's default method. Indeed, this works fine when the Hubspot UI is used to make changes to the qty.

However, when the API is used to update the qty, the Deal Amount is not recalculated. Indeed, the UI for editing the Line Item show it reverts to 'Manual' and thus the two get out of sync.

We believe that the v3 API is being correctly used to update the qty, this is the response we get to making an update:

{"id":"750614934","properties":{"amount":"951.000","createdate":"2020-03-12T12:38:14.071Z","discount":"3","hs_acv":"11412.000","hs_arr":"11412.000","hs_created_by_user_id":"10620476","hs_lastmodifieddate":"2020-11-24T00:19:29.430Z","hs_margin":"951.000","hs_margin_acv":"11412.000","hs_margin_arr":"11412.000","hs_margin_mrr":"951.000","hs_margin_tcv":"11412.000","hs_mrr":"951.000","hs_object_id":"750614934","hs_tcv":"11412.000","hs_term_in_months":"12","hs_updated_by_user_id":"10620476","price":"6","quantity":"317","recurringbillingfrequency":"monthly"},"createdAt":"2020-03-12T12:38:14.071Z","updatedAt":"2020-11-24T00:19:29.430Z","archived":false}

 

Is this a bug, need to set something else when using the API, or another method like an automation used to provoke a Deal Amount recalculation?

Thanks,  Graham

[lynton · Accepted solution]

Graham,

This appears to be either a bug or a limitation of the API. I suggest using the API to update the deal amount after updating any line items. 

[MichaelC · Accepted solution]

In php I solved this like follows:

$row_total can be part of an array - and is calculated by price x amount - discount.

if		($recurringbillingfrequency == 'monthly'){$deal_amount = $deal_amount + round($row_total * 12 * round($hs_term_in_month /12));}
elseif	($recurringbillingfrequency == 'quarterly'){$deal_amount = $deal_amount + round($row_total * 4 * round($hs_term_in_month /12));}
elseif	($recurringbillingfrequency == 'per_six_months'){$deal_amount = $deal_amount + round($row_total * 2 * round($hs_term_in_month /12));}
elseif	($recurringbillingfrequency == 'annually'){$deal_amount = $deal_amount + round($row_total * 1 * round($hs_term_in_month /12));}
elseif	($recurringbillingfrequency == 'per_two_years'){$deal_amount = $deal_amount + round($row_total * 0.5 * round($hs_term_in_month /12));}
elseif	($recurringbillingfrequency == 'per_three_years'){$deal_amount = $deal_amount + round($row_total * 0.33 * round($hs_term_in_month /12));}
elseif	(empty($recurringbillingfrequency)){$deal_amount = $deal_amount + round($row_total);}

[GrahamRobson]

Thanks -  this gives me a good option.

[lynton · Accepted solution]

Graham,

This appears to be either a bug or a limitation of the API. I suggest using the API to update the deal amount after updating any line items. 

[GrahamRobson]

Thanks - I'll look to see how best to arrange our own ripple-up and also raise a ticket to see if it gets accepted as  a bug/enhancement, as I'd expect a consitent treatment from both the UI and API.

[sharonlicari]

Hey @GrahamRobson 

Thank you for reaching out! I'll mention a few experts that can share their knowledge with you!

Hey @malcolm1 @lynton any thoughts about this case?

Thank you 

Sharon