Roll up field for currency datatype fields is not working for custom entities

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Posted on by Nirman

Following is the exact scenario in my Dynamics CRM instance.

I have created a custom entity (say, Order), which is having a lookup field (say, Item). The lookup field is pointing to another entity which is having a currency field (say, Amount). I have created a roll-up field (say, Total Amount) in Order entity, and set it to calculate sum of Amount for all items for the order. Once created, I have placed the control on main form of the entity.

When I try to check the value of rollup field (by clicking Refresh icon of the roll-up field), it gives me following error:

Record currency is required to calculate rollup field of type currency. Provide a currency and try again.

I tried similar for Account and Opportunities entities, and the new rollup field works perfectly there.

Any idea why it doesn't work for the custom entity? Do I need to do anything extra at entity or form level?

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Hi Nirman,

the steps to follow are:

1. Create OrderEntity

2. Create ChildEntity

3. Create a lookup field in ChildEntity to OrderEntity

4. Create a currency field (Amount) in ChildEntity and add it to the form together to the Currency field

5. Create a Rollup field into OrderEntity, datatype Currency and add this field and Currency field to the form

6. Initialize some ChildEntity with a value

7. Observe the right behavior of Rollup field into OrderChild

The main thing is one Order : many Child, the lookup field should be into ChildEntity and not viceversa...

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Nirman on at

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Thanks Marco for the reply and detailed steps. Mine was a slightly different issue. I had the lookup fields correctly created, however, the issue was that the Order entity had no currency field prior to I created rollup field in it. Due to that, the rollup field in the pre-existing records were giving the error related to record currency, and it was working fine for the new records.

I later found out that, it was because of absence of TransactionCurrencyId in the Order entity prior to rollup field, due to which the currency was not getting stored for the records. This field gets created as soon as we create a first Currency field in the entity. I had to clear all the records, and re-create them and then I could see the rollup field working fine.

http://debajmecrm.com/2014/07/15/understanding-currency-field-in-microsoft-dynamics-crm/

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Mohammed Fakhri 402 on at

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Hi Nirman,

What do you mean by "cleared all the records and recreated them to make this work" Have you deleted just the rollup field from Order entity or all the fields.

Regards.

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Hi Nirman,

possible to share your solution to this, i have the same issue.

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UDA_Solomon 15 on at

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I have the exact same issue with roll up on currency.

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