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Move deals out of Waiting/Failed with a repeatable loop: identify the blocker, fix the input (preferably upstream), re-run calculation, and prove it changed.

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When to use this

  • A deal is stuck in Waiting and you need to know what’s missing.
  • A deal is Failed and you need to find the root cause.
  • You fixed data but the deal didn’t move (you need to confirm recalculation and effective values).

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The fast path (90 seconds)

  1. Open the deal’s Calculation view.
  2. Identify the blocker:
    • Waiting: check Gates (invoice/payment/required fields).
    • Failed: check the error message and which step failed (inputs vs execution).
  3. Fix the root cause (mapping/sync preferred; override as a fallback).
  4. Recalculate (or wait for recalculation), then refresh and verify.

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Waiting vs Failed (what it usually means)

  • Waiting usually means the deal is missing required evidence (invoice/payment date, missing required field, missing FX, etc.).
  • Failed usually means calculation could not complete (missing critical variable, invalid value, plan/config issue, or a blocked state like frozen).

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How to fix (in the right order)

  1. Fix upstream (preferred): update your source system mapping or integration configuration, then sync.
  2. Fix in Core8 (fallback): apply an override for the missing/incorrect field (audit-friendly and reversible).
  3. Fix plan selection: if the wrong plan is applied, resolve assignments/effective dates or plan timing/selection config.
  4. Fix plan logic: if the plan logic itself is wrong, edit the plan, validate on a known deal, and approve changes.

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How to verify it’s resolved

  • The deal’s status moves out of Waiting/Failed after recalculation.
  • Calculation → Plan Selection shows the expected plan/version.
  • Build Input shows the expected effective values (not just source values).
  • Gates shows the missing requirement is now satisfied (or no longer required).

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If it still doesn’t match

  • The deal may be frozen (edits/recalc blocked until unfrozen).
  • The value you updated may not be the effective value (an override or source priority is still winning).
  • The plan selection date/anchor date may put the deal in a different period than you’re viewing.
  • A background job may still be running (check Notifications and Settings → Integrations → Logs).