Wednesday, March 27, 2019

Automatic Calculation of Total Liability for Customers (Total Balance + Total Unbilled Orders)

To create custom field in the customer record the way that the system automatically calculates Total Liability (Total Balance + Total Unbilled Orders), please perform following steps:
     1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
     2. Provide a Label (e.g. Total Liabilities).
     3. Set Type as Integer Number.
     4. Uncheck Store Value checkbox (=False)
     5. In the Applies To subtab, check Customer checkbox (=True).
     6. In the Display subtab, set the following:
  • Subtab: Financial
  • Display Type: Inline Text

     7. In the Validation & Defaulting subtab, set the following:
  • Default Value: ({unbilledorders}+{balance})
  • Formula checkbox = True

     8. Click Save.

NOTE: In case of Parent and Child customers formula needs to be changed:

Default Value: ({consoloverduebalance}+{consolbalance})
Formula checkbox = True

No comments:

Post a Comment