how to calculate the sum of total amount of invoices for a particular customer. where total amount and customer are a fields in one invoice. customer field have lookup of names of account entity using javascript code and rest query in dynamic crm online
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after taking a rollup field sum in account entity when we put the value in total amount in invoice the rollup field is not updated automatically,it updated when we refresh on the sum field.
I want the the total amount of particular customer is not greater than credit limit using javascript in web resources and rest query .
total amount field in invoice entity and credit limit field in account entity
I work but my code is not work can anyone guide me.
function limit(){
var CustomerGUID = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].name;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/accounts("+CustomerGUID.slice(1,-1)+")?$select=creditlimit", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
var creditlimit = result["creditlimit"];
var creditlimit_formatted = result["creditlimit@OData.Community.Display.V1.FormattedValue"];
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/accounts?$select=name,pre_sum", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var name = results.value[i]["name"];
var pre_sum = results.value[i]["pre_sum"];
var pre_sum_formatted = results.value[i]["pre_sum@OData.Community.Display.V1.FormattedValue"];
if(CustomerGUID ==name)
{
if(creditlimit>pre_sum)
{
alert("not entered");
}
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
ok I understood what u say.
Thanks David Jennaway
This is a good idea.
Thanks PekkaSahlsten
Create a rollup field "Sum of Invoices" (or similar) on the account entity form:
In which field I use rollup . Both field are not custom field.
Rather than using code, you could use a rollup field for this
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