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Hi Guys,
I'm new to MS CRM and facing some issues it would be really great to get any help.
My 1st question is:
How to display opportunity stage categories on report?
2nd question is
I have a roll up(Sum) field on opportunity which is related to opportunity line item and the sum is not calculated correctly.
Ex - Actual Sum should be 1000.00
Calculated sum I'm getting is 1000.11
Please revert.
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Hi Ramandeep,
it's great if it works, but I 'm pretty sure it's not standard anymore - depends on how many BPF's you can have per opportunity (if it's only one, this should work without problems, but will break once you get to two or more). Anyway, just FYI:
blogs.msdn.microsoft.com/.../concurrent-business-process-flows-in-dynamics-365
Hi Scott,
Thanks for the Reply. Your first answer solves the issue. Many Thanks.
For Second Question, following are the details:
1. My org base currency is US Dollar.
2. When I'm creating new Opportunity:
a. I'm setting currency field to INR.
b. Adding price list which is having the same currency INR.
c. Then I add products into it.
3. The custom rollup field on opportunity should sum up all the product which are in the
opportunity line items.
4. Lets say Sum should be equal to 4000 but it is calculating as 4020
5. Conversion rate is USD 1.00 =INR 67.00
Please provide with some help.
For #1, since you can have multiple process instances per opportunity record now, it's probably better to look at the activestageid field on the corresponding process entity. For example, this fetch would give all active instances of the opportunitysales process.. but you'll probaly have to join it to the opportunity in the report (through the related opportunity field):
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="opportunitysalesprocess">
<attribute name="businessprocessflowinstanceid" />
<attribute name="name" />
<attribute name="createdon" />
<attribute name="activestageid" />
<attribute name="opportunityid" />
<order attribute="name" descending="false" />
<link-entity name="processstage" from="processstageid" to="activestageid" alias="ag">
<attribute name="stagecategory" />
<filter type="and">
<condition attribute="stagecategory" operator="not-null" />
</filter>
</link-entity>
</entity>
</fetch>
Hi!
1. There is a related entity on the Opportunity called 'Process Stage' - when you create your report - add a related field from the Process Stage to get the Stage Name.
2. I suspect that you are seeing the fact that the currency values are being converted from the opportunity currency - down to the base currency and then back up again (the default behavior) - this often causes these kind of rounding errors. The only way to avoid this is to not report on the base currency - but instead the opportunity currency - but that will mean you can only compare opportunities of the same currency.
Hope this helps
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