Rollup Margin Calculation for Opportunities

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Posted on by Duncan McKenzie

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?

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