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Hi
I have started using Word templates to create Invoices from CRM and want to know if it is possible to have a field that sums the line items together but cant figure out the way to do it.
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Hi Shane,
I had to solve this by calculated fields and rollup fields (for line items).
Rollup fields are not calculated immediately so we have hooked a workflow on Invoice Product which forces the recalculation whenever you add or change something.
You can use github.com/.../Force%20Calculate%20Rollup%20Field.md
or
github.com/.../Rollup%20Functions.md
Rollup function sample:
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<?xml version="1.0" encoding="UTF-8"?>
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="invoicedetail">
<attribute name="extendedamount" />
<filter type="and">
<filter type="and">
<filter type="or">
<condition attribute="tntg_vatrate" operator="eq" value="0" />
<condition attribute="tntg_vatrate" operator="null" />
</filter>
<condition attribute="invoiceid" operator="eq" value="{PARENT_GUID}" />
</filter>
</filter>
</entity>
</fetch>
