Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Sum currency from product lines using calculated fields

$
0
0

Why can you not reference the product line in the parent table on a calculated field?

For example, I want to calculate a total amount for software on the opportunity based on unit group of the product line being Software :

Products Lines:

ProductUnit GroupExtended Amount
Product 1Software10
Product 2Service20
Product 3Software30
Product 4Software40
Product 5Service50

Opportunity Field:

Software Total: 80

I want to do this using OOB configuration rather than code. I wanted to use a calculated field but I can't select the related product line entity! Any ideas?

A Roll-Up field is not a viable option as it has to be instantaneous. 


Viewing all articles
Browse latest Browse all 79901

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>