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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
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.
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.
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
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?
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