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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Calculation of a Defau...
Service | Customer Service, Contact Center, Fie...
Answered

Calculation of a Default Managed Field

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Posted on by ashishshahs 110

Greetings All,

Have a rather simple question, I think. Working on simplifying a form using existing fields (if possible). Following is the flow ...

Work Order --> Services --> "have a list of default services"

By default (out of the box) ...

"Estimate Subtotal" = "Estimate Duration" * "Estimate Unit Amount"

Have created a custom field called "Quantity". I would like to change the value of "Estimate Subtotal" as ...

"Estimate Subtotal" = "Estimate Duration" * "Estimate Unit Amount" * "Quantity"

For some reason, in my solution explorer, I cannot find the area where I can change the formula. This particular field is in "Work Order Service" Entity.

Any guidance is appreciated.

-Ashish

  • HartmutE Profile Picture
    HartmutE 32 on at

    Not sure if you can or should change in the built-in formula for the Subtotal.

    The Duration is really acting as the Quantity field in Work Order Services.

  • aindike Profile Picture
    aindike 144 on at

    Hi Ashish,

    You can use a plugin to do this.

    Thanks

    Ajith

  • Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    The issue is this - when you override the default calculations in Field Service entities, you could be causing other issues downstream - like the totals on the WO Header, invoice totals etc.  

    What are you trying to achieve with services in updating the OOB formula?

  • Suggested answer
    ashishshahs Profile Picture
    ashishshahs 110 on at

    Scott,

    The customer wanted a quantity field for Service. OOB functionality on quantity is available only with physical Product and not service. I actually managed to do this using a business rule.

    -Ashish

  • Verified answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    Hi Ashish,

    Below is suggested approach / work around without overriding the Out of the Box calculations.

    1. Create a new field called "Service Duration"

    2. Use your existing field "Quantity"

    3. When user enters values in the above two fields, calculate "Service Duration * Quantity" and populate this value in "Duration" field. (you may choose to push this field to a different tab / hide)

    4. System calculates the Estimated amount based on the effective value in Duration field.

    Note: Your unit price should be based on minutes. Since the Duration field when might take your values in minutes. (Please verify this part).

    Let me know if this worked for you.

  • Verified answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    hi ashishshahs

    Did it work for you?

  • ashishshahs Profile Picture
    ashishshahs 110 on at

    Apologies for being tardy on this thread. I managed to accomplish thru the similar approach. I had to create a new field and do the calculation and update them.

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