Disable automatic calculation of Detail amount (totallineitemamount) of Opportunities in Dynamics CRM
I want to disable the automatic calculation of Detail amount in Opportunities in Dynamics CRM
I tried disabling all processes associated with Opportunity but it didn't work. I also checked the javascripts in the form, but none seem to alter its value on save
I also checked the field type and its not calculated
Below is a screenshot of entity details page
dynamics-crm crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-online
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
|
show 1 more comment
I want to disable the automatic calculation of Detail amount in Opportunities in Dynamics CRM
I tried disabling all processes associated with Opportunity but it didn't work. I also checked the javascripts in the form, but none seem to alter its value on save
I also checked the field type and its not calculated
Below is a screenshot of entity details page
dynamics-crm crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-online
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
check if it is a calculated field
– ASpirin
Nov 23 '18 at 11:29
yeah I checked that, its a currency field and type is simple added this detail to question
– Vignesh Subramanian
Nov 23 '18 at 11:30
1
It can be also, plugin. In any case you can create your own field and hide this one. Copy calculated data on WF just to keep stuff consistent, nad WF as async job will be executed later than everything else, to be sure you can add a wait step to a WF
– ASpirin
Nov 23 '18 at 11:52
I thought there was a system setting to disable OOB calculations.
– Daryl
Nov 24 '18 at 17:12
Try to implement plugin which overrides value with PreInsideTransaction scope. It is possible, that value is calculated before, and that you'll be able to change it.
– Krzysztof
Nov 25 '18 at 6:08
|
show 1 more comment
I want to disable the automatic calculation of Detail amount in Opportunities in Dynamics CRM
I tried disabling all processes associated with Opportunity but it didn't work. I also checked the javascripts in the form, but none seem to alter its value on save
I also checked the field type and its not calculated
Below is a screenshot of entity details page
dynamics-crm crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-online
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
I want to disable the automatic calculation of Detail amount in Opportunities in Dynamics CRM
I tried disabling all processes associated with Opportunity but it didn't work. I also checked the javascripts in the form, but none seem to alter its value on save
I also checked the field type and its not calculated
Below is a screenshot of entity details page
dynamics-crm crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-online
dynamics-crm crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-online
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
edited Nov 23 '18 at 16:47
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
asked Nov 23 '18 at 11:20
Vignesh Subramanian
3,66954197
3,66954197
check if it is a calculated field
– ASpirin
Nov 23 '18 at 11:29
yeah I checked that, its a currency field and type is simple added this detail to question
– Vignesh Subramanian
Nov 23 '18 at 11:30
1
It can be also, plugin. In any case you can create your own field and hide this one. Copy calculated data on WF just to keep stuff consistent, nad WF as async job will be executed later than everything else, to be sure you can add a wait step to a WF
– ASpirin
Nov 23 '18 at 11:52
I thought there was a system setting to disable OOB calculations.
– Daryl
Nov 24 '18 at 17:12
Try to implement plugin which overrides value with PreInsideTransaction scope. It is possible, that value is calculated before, and that you'll be able to change it.
– Krzysztof
Nov 25 '18 at 6:08
|
show 1 more comment
check if it is a calculated field
– ASpirin
Nov 23 '18 at 11:29
yeah I checked that, its a currency field and type is simple added this detail to question
– Vignesh Subramanian
Nov 23 '18 at 11:30
1
It can be also, plugin. In any case you can create your own field and hide this one. Copy calculated data on WF just to keep stuff consistent, nad WF as async job will be executed later than everything else, to be sure you can add a wait step to a WF
– ASpirin
Nov 23 '18 at 11:52
I thought there was a system setting to disable OOB calculations.
– Daryl
Nov 24 '18 at 17:12
Try to implement plugin which overrides value with PreInsideTransaction scope. It is possible, that value is calculated before, and that you'll be able to change it.
– Krzysztof
Nov 25 '18 at 6:08
check if it is a calculated field
– ASpirin
Nov 23 '18 at 11:29
check if it is a calculated field
– ASpirin
Nov 23 '18 at 11:29
yeah I checked that, its a currency field and type is simple added this detail to question
– Vignesh Subramanian
Nov 23 '18 at 11:30
yeah I checked that, its a currency field and type is simple added this detail to question
– Vignesh Subramanian
Nov 23 '18 at 11:30
1
1
It can be also, plugin. In any case you can create your own field and hide this one. Copy calculated data on WF just to keep stuff consistent, nad WF as async job will be executed later than everything else, to be sure you can add a wait step to a WF
– ASpirin
Nov 23 '18 at 11:52
It can be also, plugin. In any case you can create your own field and hide this one. Copy calculated data on WF just to keep stuff consistent, nad WF as async job will be executed later than everything else, to be sure you can add a wait step to a WF
– ASpirin
Nov 23 '18 at 11:52
I thought there was a system setting to disable OOB calculations.
– Daryl
Nov 24 '18 at 17:12
I thought there was a system setting to disable OOB calculations.
– Daryl
Nov 24 '18 at 17:12
Try to implement plugin which overrides value with PreInsideTransaction scope. It is possible, that value is calculated before, and that you'll be able to change it.
– Krzysztof
Nov 25 '18 at 6:08
Try to implement plugin which overrides value with PreInsideTransaction scope. It is possible, that value is calculated before, and that you'll be able to change it.
– Krzysztof
Nov 25 '18 at 6:08
|
show 1 more comment
1 Answer
1
active
oldest
votes
I checked and don't see any plugin that would enable us to turn off the automatic calculation.
I'm familiar with the challenges these calculations can raise. I once had a client that had an invoice with over 20,000 lines. Invoice auto-calculation uses the same mechanism in the system as Opportunity calculation.
With the addition of each line, the total amount recalculated. It was like climbing a mountain that got steeper with each step. Our normal invoice automation was timing out. I eventually wrote a console app to add the invoice lines.
One option would be to create a custom Opportunity line entity and do the calculations yourself.
answered Nov 24 '18 at 12:51
Aron
1,9152917
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
1
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
add a comment |
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I checked and don't see any plugin that would enable us to turn off the automatic calculation.
I'm familiar with the challenges these calculations can raise. I once had a client that had an invoice with over 20,000 lines. Invoice auto-calculation uses the same mechanism in the system as Opportunity calculation.
With the addition of each line, the total amount recalculated. It was like climbing a mountain that got steeper with each step. Our normal invoice automation was timing out. I eventually wrote a console app to add the invoice lines.
One option would be to create a custom Opportunity line entity and do the calculations yourself.
answered Nov 24 '18 at 12:51
Aron
1,9152917
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
1
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
add a comment |
I checked and don't see any plugin that would enable us to turn off the automatic calculation.
I'm familiar with the challenges these calculations can raise. I once had a client that had an invoice with over 20,000 lines. Invoice auto-calculation uses the same mechanism in the system as Opportunity calculation.
With the addition of each line, the total amount recalculated. It was like climbing a mountain that got steeper with each step. Our normal invoice automation was timing out. I eventually wrote a console app to add the invoice lines.
One option would be to create a custom Opportunity line entity and do the calculations yourself.
answered Nov 24 '18 at 12:51
Aron
1,9152917
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
1
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
add a comment |
I checked and don't see any plugin that would enable us to turn off the automatic calculation.
I'm familiar with the challenges these calculations can raise. I once had a client that had an invoice with over 20,000 lines. Invoice auto-calculation uses the same mechanism in the system as Opportunity calculation.
With the addition of each line, the total amount recalculated. It was like climbing a mountain that got steeper with each step. Our normal invoice automation was timing out. I eventually wrote a console app to add the invoice lines.
One option would be to create a custom Opportunity line entity and do the calculations yourself.
answered Nov 24 '18 at 12:51
Aron
1,9152917
I checked and don't see any plugin that would enable us to turn off the automatic calculation.
I'm familiar with the challenges these calculations can raise. I once had a client that had an invoice with over 20,000 lines. Invoice auto-calculation uses the same mechanism in the system as Opportunity calculation.
With the addition of each line, the total amount recalculated. It was like climbing a mountain that got steeper with each step. Our normal invoice automation was timing out. I eventually wrote a console app to add the invoice lines.
One option would be to create a custom Opportunity line entity and do the calculations yourself.
answered Nov 24 '18 at 12:51
Aron
1,9152917
edited Nov 24 '18 at 13:42
answered Nov 24 '18 at 12:51
Aron
1,9152917
answered Nov 24 '18 at 12:51
Aron
1,9152917
answered Nov 24 '18 at 12:51
Aron
1,9152917
1,9152917
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
1
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
add a comment |
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
1
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
If we create a new opportunity line entity, would that reflect in the Quotes as well?
– Vignesh Subramanian
Nov 24 '18 at 14:01
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
You could create an N:1 relationship from that entity to the Quote entity too. Of course you will be losing all the OOB functionality on Opp and Quote lines, so proceed with caution. I would consider this to be a "last resort" type of idea. It would be better to continue to use the OOB line entities if you can figure out a way to make them work. Why do you want to disable the automatic calculation?
– Aron
Nov 24 '18 at 15:22
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
I want to calculate the total based on resource bookings
– Vignesh Subramanian
Nov 24 '18 at 15:53
1
1
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
Then you might want to create a separate total field, like "Total Bookings", add an Opportunity lookup on the resources bookings entity (if that's possible), and then use OOB rollups or a custom rollup plugin to calculate.
– Aron
Nov 24 '18 at 16:09
add a comment |
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check if it is a calculated field
– ASpirin
Nov 23 '18 at 11:29
yeah I checked that, its a currency field and type is simple added this detail to question
– Vignesh Subramanian
Nov 23 '18 at 11:30
1
It can be also, plugin. In any case you can create your own field and hide this one. Copy calculated data on WF just to keep stuff consistent, nad WF as async job will be executed later than everything else, to be sure you can add a wait step to a WF
– ASpirin
Nov 23 '18 at 11:52
I thought there was a system setting to disable OOB calculations.
– Daryl
Nov 24 '18 at 17:12
Try to implement plugin which overrides value with PreInsideTransaction scope. It is possible, that value is calculated before, and that you'll be able to change it.
– Krzysztof
Nov 25 '18 at 6:08