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Microsoft Dynamics CRM (Archived)

Total amount Breakdown by products

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Posted on by

Hi everyone!!!

I am working in company that has two family of products. For the same opportunity, the company sells the products interchangeably. But they want to view the total amount for each family. See the example

Product unit Price per unit Total line
Product 1 (family 1) 4 50 200
Product 2 (family 2) 5 25 125
Product 3 (family 1) 8 40 320
Product 4 (family 2) 9 45 405
Total family 1 520
Total family 2 530
Total Amount 1050

Does anyone have an idea?

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  • JMdeSingular Profile Picture
    JMdeSingular on at
    RE: Total amount Breakdown by products

    Thank you very much for yours answer. I will try the solution of Aileen

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Total amount Breakdown by products

    Hi Jose,

    CRM does not provide the total amount each product family.

    If you really want you either create new custom entity with field product family name and total amount or you can just use custom report, so that you can always get new value.

    Hope this helps.

    Thanks.

  • Suggested answer
    anilambadan Profile Picture
    anilambadan 1,160 on at
    RE: Total amount Breakdown by products

    Hi

    Please try to create custom attributes for each family total on opportunity and try to write a plugin on opportunity line item level(create/update/delete) and update total fields on the opportunity.

    thanks

    Anil

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