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Microsoft Dynamics CRM (Archived)

How is Total Amount for an opportunity calculated?

Posted on by 676

Hi,

I have noticed that for every opportunity some tax, pre-freight amount, etc gets added to the product line items total.  How can I add another custom amount to this total like 'testing charges'. 

Attached is the screenshot, I would like to add few more custom charges to the total. Any suggestions for the same would be highly appreciated. 

TotalAmount.png

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  • Verified answer
    Mohd Tahir Profile Picture
    Mohd Tahir 676 on at
    RE: How is Total Amount for an opportunity calculated?

    So it comes out to be that Total Amount field gets updated automatically by OOB server side code and not editable. Rather I used my own custom field, to which this total amount adds up(using JavaScript).

    I have created a real-time workflow. Once the opportunity is closed, this workflow picks the new 'total' from my custom field and updates this to the Estimated Value field, which I then use in my corresponding reports. It is also worthy to note that workflow will only be possible to update 'Estimated Value field', if the opportunity is user calculated and not system calculated.

    Hope that helps someone out there!

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