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Customer experience | Sales, Customer Insights,...
Answered

Calculation for Custom Entity

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Posted on by 75

I'd like to create an entity "reminders" which lists all invoices with a specific field set to yes for a given account in a grid like you'd see with regular invoice products. Is it possible to sum up all totalamounts of the invoices displayed in the grid and add a penalty fee on top of it and display it as new totalamount to pay?

kind regards

Max

I have the same question (0)
  • Verified answer
    JenDV Profile Picture
    181 on at

    You can create a rollup feld and customize the calculation that you want for specific records.

  • Verified answer
    Mohan Kumar Profile Picture
    90 on at

    Create a rollup field to aggregate/sum up all total amounts of the invoices and use a calculated field to add a penalty fee on top of it.

    Hope this helps!

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