Sum currency from product lines using calculated fields

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Posted on by Gavlar

Why can you not reference the product line in the parent table on a calculated field?

For example, I want to calculate a total amount for software on the opportunity based on unit group of the product line being Software :

Products Lines:

Product	Unit Group	Extended Amount
Product 1	Software	10
Product 2	Service	20
Product 3	Software	30
Product 4	Software	40
Product 5	Service	50

Opportunity Field:

Software Total: 80

I want to do this using OOB configuration rather than code. I wanted to use a calculated field but I can't select the related product line entity! Any ideas?

A Roll-Up field is not a viable option as it has to be instantaneous.

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Steven RH JIANG Microsoft Employee on at

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Hi Gavlar,

The best option is to use Roll-Up job.

Since you need to calculate the data immediately, we need to leverage Plugin/Code to achieve it.

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