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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Relating a currency fi...
Customer experience | Sales, Customer Insights,...
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Relating a currency field to an Owner/User

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Posted on by Dynamics 365 2

Hi All,

I am currently having issues with relating a specific field to a user.

In the case lets say that we have a fee split which can be splitted by 3:

E.g. User A, User B and User C

User A --> Has 50% of the split, This will calculate User A commision to 5000

User B--> Has 30% of the split, This will calculate User A commision to 3000

User C-->Has 20% of the split, This will calculate User A commision to 2000

As all the commission fields are different fields how can I make sure that a specific currency value relates/belongs to user A etc.

Many thanks

  • Dynamics 365 Profile Picture
    Dynamics 365 2 on at
    RE: Relating a currency field to an Owner/User

    Hi David,

    Thank you so much for your response.

    I will investigate in option 2 has this will potentially allow me to bring out the sum for all individual users and divide it by month.

    Thank you for the tip.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Relating a currency field to an Owner/User

    There are 2 main ways to model this:

    1. Have a separate field for each split, and a corresponding lookup field to the user for each split. E.g. split1 = 5000EUR, user1 = UserA, split2 = 3000EUR, split2 - UserB
    2. Create a child entity to store each split, with fields to store the split amount, a lookup to the user, and a lookup to the parent entity

    The first option is simpler, but has a couple of limitiations:

    • You have a finite number of fields. This is fine if you have a maximum number of people who can get commission
    • It's not simple to get the total commission per user, as they could be recorded in different fields on different records - e.g. user1 on one record, and user2 on another record
  • Dynamics 365 Profile Picture
    Dynamics 365 2 on at
    RE: Relating a currency field to an Owner/User

    Hi There,

    First of all thank you for your response.

    I hope the description below will clarify.

    Within in our invocing process I would like to visualize the comission split.

    The total amount invoiced e.g. is 8000euros.

    this should be splitted between several parties.

    The sales person

    The one delivering

    The one following up

    Furthermore the split should be calculated in a currency box.

    The issue that I am facing now is that the comission calculated for e.g. The sales person should be claimed by the user (who is the sales person is this case). Unfortunatly the calculated split does not seem to be linked towards a user.

    I hope this clarifies.

    Kind regards

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Relating a currency field to an Owner/User

    Hi partner,

    Could you provide more background information on this problem?

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