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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Roll Up Currency Fields
Customer experience | Sales, Customer Insights,...
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Roll Up Currency Fields

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Posted on by UDA_Solomon 15

I am attempting to roll up a currency field.

  1. First, In entity A, my currency field was created and is placed on the form.
  2. In CRM online the currency field is the trasnactioncurrencyid
  3. I made an additional currency input field titled "Withdrawals" and another titled "Deposits"
  4. In the form of entity A where the fields "Withdrawal" and "Deposits" are I placed the "USD currency" field.
    1. I did see another post stating to set the value for this field. Does this mean select the currency? I am a little confused here.
  5. Entity B is where I have the Roll up field created, its is also in currency. 
  6. In the form of entity B I have also placed the "USD currency field" where I have the currency fields "Withdrawals" & "Deposits".
  7. In the calculation field I selected the related entity as entity A.
  8. I selected to roll up by SUM the "Deposits" field, Saved & Closed successfully.
  9. After the record is created and I go to the Roll up field and select the "Recalculate" button it is not calculating
  10. The value of 0.00 shows but the Roll up field is not calculating.

Summary and example:

  • Entity A has currency fields "Withdrawals" and "Deposits"
  • Entity B has the Roll up fields related to Entity A's "Withdrawals" and "Deposits"

Screen-Shot-2020_2D00_01_2D00_14-at-5.31.12-AM.png

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    first of all, transactioncurrencyid is not an amount.  it's a currency. e.g. USD.  probably a good idea if you map it on the parent/child relationship.

    you pressed the recalculate button at 5:20 AM?

    it is odd that the child field is plural.  I assume it is just one amount.

    are there actual amounts in the children?

  • UDA_Solomon Profile Picture
    UDA_Solomon 15 on at

    Hey Tally,

    Its a collection of deposits and withdrawals a total amount.

    Yes there are amounts in the children.

    I just used Flow to get this done. I appreciate the help Tally.

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