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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Revenue Roll Up on Par...
Microsoft Dynamics CRM (Archived)

Revenue Roll Up on Parent Account

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Posted on by Neil Renwick 70

Hi all,

I've just taken over managing our company's CRM system and have a query regarding revenue roll up within a parent/child account hierarchy. Many of our customers have multiple accounts which are linked as child accounts to a single Parent account and then the child accounts are set as inactive. Within the account header is a field showing booked revenue for the last 12 months. On all of the pre-existing parent accounts from before I took ownership of the system the field within the parent account displays the combined revenue of all child accounts linked to it. I have created a new parent account and linked some child accounts to it and the revenue from the child accounts is not showing in the field on the parent account. Am I missing something obvious?

Thanks in advance for any assistance.

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  • Suggested answer
    Ian Nicholls Profile Picture
    Ian Nicholls 4,157 on at

    I suppose it depends how this has been created. If it doesn't roll up automatically it may just be number fields with some sort of workflow or java script. If you click on run workflow is there anything that comes up suggesting it will calculated those fields?

  • Neil Renwick Profile Picture
    Neil Renwick 70 on at

    Hi Ian,

    Thanks for your response. There is nothing coming up when clicking to run workflow. I'm pretty sure the field does roll up automatically. I've had a look for any workflows or java script that may control this field but can't find anything with reference to it. Happy to provide more information if required.

  • WrqnHrdr Profile Picture
    WrqnHrdr on at

    Under Settings, System Jobs, Recurring System Jobs do you see any Mass Calculate of Rollup Field under System Job Type column?  This is where you would find the job that calculates a Rollup Field.

  • Neil Renwick Profile Picture
    Neil Renwick 70 on at

    Hi Steven,

    Yes there seems to be a mass calculate recurring system job which runs every hour called 'Calculate rollup fields for the account entity' which is presumably what updates that revenue field in the account. I'm confused as to why the revenue on my new parent account is seemingly not being updated by that system job.

  • WrqnHrdr Profile Picture
    WrqnHrdr on at

    I ran into similar issue when creating rollup fields on an entity.  It was calculating some but not all values.  My issue ended up being the TransactionCurrencyId and ExchangeRate cloumns in the entity table, AccountBase in my case.  If you have someone with sql access they can query the table and validate that these columns are populated correctly.  New records were not being created with values in these columns.  Another column to query is the FieldName_State column, a value of 7 indicates the missing ExchangeRate value.  When you hover over the field you will normally see a message stating that there is a missing currency field. 

    When a rollup field is created several things are added to the sql database.  A record is written to the RollupPropertiesBase table and you can retrieve the RollupPropertiesId value from this table.  Where I found the code that pointed to the missing ExchangeRate was in a stored procedure named p_Rollup_Inc_GUID from RollupPropertiesId.  As you can see this was what was setting the state to 7 and surfacing the missing currency field error.

    -- Checking for Exchange Rate Is Null or Not

    SELECT @exchRate = [ExchangeRate] FROM [Account] WHERE [AccountId]=@id

    IF (@exchRate IS NULL ) BEGIN

    IF (@calculateNow = 1)

    BEGIN

    RAISERROR('-2147164122',11,0)

    END

    SET @result = NULL

    SET @state = 7 --CurrencyFieldMissing

    END

     

    My fix was to change the Scribe job that was creating these new records to add the TransactionCurrencyId value to the record which then populates the remaining currency fields in the record, including the ExchangeRate.

  • Neil Renwick Profile Picture
    Neil Renwick 70 on at

    Thanks so much for the info Steven. I'm seeing a colleague tomorrow who has SQL access so I'll get them to query the table and check for the missing values.

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