Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

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Posted on by dcrmconsultant

Calculated fields in Opportunity Line (opportunityproduct) entity not visible in Opportunity entity Rollup Field query.

Product (product) entity has Product Type option set field with values License and Services.

When Product is added on an opportunity meaning an opportunity line is created I populate Calculated Currency field on Opportunity Line entity named License Amount and Service amount based on Product Type option set.

Now on Opportunity entity I want to create rollup field License Total and Service Total which will auto calculate by summation of License Amount and Service Amount of each Opportunity Line.

Unfortunately when I use rollup query to configure this I Select Opportunity Lines as related entity but the 2 amount fields License Amount and Service Amount are not present in list to be selected.

what am I missing?

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dcrmconsultant 16 on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

Yes I have been trying this but it doesnt work;

1. Trigger -> Opportunity Line -> Added or Modified or Deleted

2. Update same Opportunity Line field 'License Amount' = same opportunity line 'Extended amount'

This doesnt result in any update the field License Amount is always 0.00 also a warning appears that since I am updating same entity that triggers the flow it may result in infinite loop.
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Leah Ju Microsoft Employee on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

Hi,

If you don't want to use Plugin or JS, you can consider that using power automate to create one automated flow.
dcrmconsultant 16 on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

Leah Ju: Thank you!

What is the best practice for this scenario to get the sum of License amount in Opportunity Line entity based on optionset in Product entity and rollup the License Amount data in License Total in Opportunity entity.

*No customization is preferred e.g. Plugin or JS unless it is the only way out.
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Leah Ju Microsoft Employee on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

Hi，

Probably because of the reference to 'Extend Amount',

Although its type is not a calculated field, but its value is automatically calculated by the system.

I created three custom fields to test:

1. calculated field, with Extend amount
2. Calculated field without quoting Extend amount
3. a normal currency field.

The first field will not be displayed in the rollup field on the opportunity.
dcrmconsultant 16 on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

@Leah Ju:

1. Product Type is an option set custom created field which holds values Licenses and Services.

2 . Opportunity Line entity has calculated field License Amount as below

3. Opportunity entity has rollup field License Total field but related entity Opportunity Line doesn't show License Amount field as below
Leah Ju Microsoft Employee on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

Hi，

They are just set as extended amount when product type is License or Services respectively from product entity.

Can you share a screenshot of your calculated field settings?
Which field value of the product was used? I'll see if I can reproduce it in my environment test.
dcrmconsultant 16 on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

@Leah Ju: Thank you for your response.

I can confirm the 2 fields License Amount and Service Amount are calculated columns that don’t use another calculated column.

They are just set as extended amount when product type is License or Services respectively from product entity.
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Leah Ju Microsoft Employee on at

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Calculated fields in Opportunity Line entity not visible in Opportunity entity Rollup Field query

Hi,

Based on the documentation:

https://learn.microsoft.com/en-us/power-apps/maker/data-platform/define-rollup-fields#rollup-column-considerations

Check if these two calculated fields reference another calculated field.

As one workaround:

1.Maybe you could consider creating two simple fields and then using other methods (workflow,js...) Calculate the amount to populate the fields.

2.Then you can use them in the rollup field.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah