Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Unanswered

Rollup Margin Calculation for Opportunities

Posted on by 20

I am trying to calculate the margin for an opportunity by creating a rollup field from the opportunity line entity.

I have already created a calculated field within the opportunity line entity called 'extended material used' that is simply products.current cost * quantity. This allows me to calculate the margin in both £ and % for that opportunity line item. This is working fine.

The only way I can see of getting the overall margin for the opportunity is to create a rollup field within the opportunity which rolls up the new 'extended material used' figure and then perform a margin calc within the opportunity.

I have created the rollup field in the Opportunities entity but when I try and define the rollup, my new field 'extended material used' does not appear as an option. 

What am I doing wrong?

Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,558 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,647 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans