Using (Roll up field) SUM to calculate Unit cost on Order lines

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Posted on by Jimmar Tangkia

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Hi Guys,

Just figuring out how i can make a roll up field that calculates the total cost for the products on the Order Lines, The rollup field will be placed on the Order and there is a relationship with the Order Lines and Order Entity.

Right now it is only able to see this fields here.

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I am able to notice that those fields that are in there are all simple however the field that i am trying to get a sum of is a calculated field.

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I have checked the Unit cost field and it is a calculated field that gets the value from the productID

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My question is how do you think can i achieve getting a roll up field that calculates the SUM of Unit cost of all products on the order line (of a specific order) ?

Do i have to use a custom plugin for this? or can this be achievable with the solutions in dynamics already?

Also do i need to add any other relationship at all from the order lines to order if i were to add a simple field and wanted it to show up on the roll up field for sum of?

Thanks.

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LuHao 40,892 on at

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Hi Jimmar,

I would recommend you use flow to set the "Unit Cost" field of Order line instead of using calculated field.

The advantage is that the field "Unit Cost" can be used in the rollup field.

Delete the calculated field "Unit Cost" and new a simple field with same name.

Go to https://us.flow.microsoft.com/, select the D365 environment, click Solutions, select a custom solution, new a flow.

Set the first flow as follow.

Then go back to the solution, new the second flow.

In this way, the "Unit Cost" field of Order Line will update when change the "Existing Product" field of Order Line and change the "Current Cost" field of Product.

Finally, we can use this field in the "Hardware Total" rollup field of Order.

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Jimmar Tangkia 155 on at

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Thanks @Lu Hao this actually what I needed, appreciate the help.

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