I have an issue in getting a Rollup field to calculate correctly, and I believe it is related to an improperly configured relationship between my entities. Basically I have an Account entity, with a custom child entity, called Dues, which I use to manage membership dues that the account is paying. It has information such as annual dues amount and their payment style (annual, monthly, etc.). Each Dues entity has multiple child entities called Payment that track each individual payment. There is a 1:N relationship between Account and Dues and a 1:N relationship between Dues and Payment. So Payment is a "grandchild" of Account.
I need to be able to directly link the Account and all related Payment records, in order to calculate a rollup field on the Account that is based on Payment entities. Therefore, I made two additional configurations in my system
- I added a lookup field on Payment that is tied to the Account.
- I updated the Mapping on the relationship between Dues and Payments, so that the Account lookup field on Dues is linked to this new Account lookup on Payment.
THe idea is that when I create a new Dues from the Account entity, the Account lookup field is set. Then when I create a new Payment from the Dues entity, the Account lookup field is should be set to match the "grandparent" account record. This seem to work fine.
However, when I go to the Account record, and then go to the "AccountPayments" navigation, to show a grid of all related Payments, the grid is blank. Even though each Payment record has a proper Account lookup field that points to the Account, these Payments are not showing up in the grid.
This lack of "relationship" appears to be the source of my actual problem. When I write a lookup field on account that references the related Payments, it does not find any records. After creating all related records and noting the lookup failure, I did the following:
1. Go to the AccountPayments grid, and manually add in a Payment record.
2. Recalculate the Lookup field, and it works.
3. Now I just need for the payment record to to be automatically associated when I create the record.
What suggestions do you have for explaining why this "relationship" is not being set correctly.
