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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show all quote lines t...
Microsoft Dynamics CRM (Archived)

Show all quote lines total amount sum in TOTAL Field on word quote template

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Posted on by Community Member

Hello Friends,

I am facing one issue when creating word template for quote.

Able to get all the products but I need to add all the total amount of all quote line in total field. I tried the default feature of Word 

i.e. SUM (ABOVE) but this doesn't worked at all.

I would really appreciate all your support. Please suggest if anyone have some solution.

Thanks

Kavita

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  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at

    Hello,

    Add a roll-up field on the quote entity that does the summation for all quote lines amount. and then use this field in your template.

    Check this link for more details on Roll-up fields: docs.microsoft.com/.../define-rollup-fields

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at

    Hello Kavita Saini,

    You need to create a field for the Quote entity to summarize the quantity of the quote products, so it should be the rollup field. The rollup field won’t be calculated in time, so we’ll use the workflow to recalculate each updated quote. We can set the refresh time of the rollup field, which can be as short as 1 hour.

    Refer this detailed Blog for total amount of all quote line in total field.

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