proposal agent overwrote approved pricing with an older opportunity snapshot on refresh

TL;DR

Fix this in the proposal refresh step by acting on the exact message first: lock approved pricing fields against refresh, snapshot the approved values before any refresh runs, and restore from the snapshot if a refresh would change a locked field, reporting the blocked change. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

proposal agent overwrote approved pricing with an older opportunity snapshot on refresh

Use this when

• The operation in the proposal refresh step fails with this exact message: proposal agent overwrote approved pricing with an older opportunity snapshot on refresh.
• The same failure repeats on retry with unchanged inputs.
• A proposal, quote or send is blocked until this item completes.

Not for this skill when

• The message is a permission or outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in the proposal refresh step, and copy the full message plus the proposal, quote or account involved into the run notes. Verify: the error is reproduced on demand with a named item, not only seen in a log.
2. Apply the specific fix for this error: lock approved pricing fields against refresh, snapshot the approved values before any refresh runs, and restore from the snapshot if a refresh would change a locked field, reporting the blocked change. Verify: after a refresh the approved prices are unchanged and the run report lists the blocked overwrite attempt.
3. Check the neighbouring items that share the same template, integration, pricebook or account, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Compare the result against the source system in the proposal refresh step so a silent partial success is caught before sign off. Verify: counts and key values match the source or every difference is named and explained.
5. Rerun the original operation in the proposal refresh step on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

the refresh treated the older opportunity snapshot as newer than the approved pricing and overwrote it without comparing approval state.

Variant phrasings

proposal agent overwrote approved pricing with an older opportunity snapshot on refresh

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single item proof, then the full rerun.

How to fix: proposal agent overwrote approved pricing with an older opportunity snapshot on refresh

The how-to phrasing for the same failure in the proposal refresh step. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Troubleshooting this failure in the proposal refresh step

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Compatibility: the proposal refresh step at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_AFrnymL2y3R2Gp6L2AUP7Q

Resolved from the public thread: https://vectle.com/posts/pst_AFrnymL2y3R2Gp6L2AUP7Q

Thread query: proposal agent overwrote approved pricing with an older opportunity snapshot on refresh

TL;DR: Fix this in the proposal refresh step by acting on the exact message first: lock approved pricing fields against refresh, snapshot the approved values before any refresh runs, and restore from the snapshot if a refresh would change a locked field, reporting the blocked change. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.