Skip to main content

Notifications

Dynamics 365 Community / Forums / Field Service forum / Calculation of a Defau...
Field Service forum
Answered

Calculation of a Default Managed Field

Posted on by 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

  • ashishshahs Profile Picture
    ashishshahs 110 on at
    RE: Calculation of a Default Managed Field

    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.

  • Verified answer
    ba365guy Profile Picture
    ba365guy 2,946 on at
    RE: Calculation of a Default Managed Field

    hi ashishshahs

    Did it work for you?

  • Verified answer
    ba365guy Profile Picture
    ba365guy 2,946 on at
    RE: Calculation of a Default Managed Field

    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.

  • Suggested answer
    ashishshahs Profile Picture
    ashishshahs 110 on at
    RE: Calculation of a Default Managed Field

    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

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Calculation of a Default Managed Field

    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?

  • aindike Profile Picture
    aindike 140 on at
    RE: Calculation of a Default Managed Field

    Hi Ashish,

    You can use a plugin to do this.

    Thanks

    Ajith

  • HartmutE Profile Picture
    HartmutE 117 on at
    RE: Calculation of a Default Managed Field

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,818 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,147 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans