Doing Math in Microsoft CRM aka Calculated Fields

re: Doing Math in Microsoft CRM aka Calculated Fields

Zulu — Fri, 11 Aug 2006 12:11:52 GMT

what would the Jscript look like if you want to Calculated more than one Field ?

re: Doing Math in Microsoft CRM aka Calculated Fields

Ben Vollmer — Fri, 11 Aug 2006 14:46:40 GMT

Give me an example...

http://ronaldlemmen.blogspot.com/2006/08/save-disabled-fields.html

TrackBack — Sat, 12 Aug 2006 14:27:43 GMT

re: Doing Math in Microsoft CRM aka Calculated Fields

Ivan — Wed, 18 Oct 2006 17:33:41 GMT

Cool, thanks man, that was an eye opener for someone that had no ideia of how to do it.

Follow-up from Convergence 2007 Session

East Region Microsoft CRM — Fri, 16 Mar 2007 19:12:35 GMT

My apologies in not getting this up sooner. I flew home on the red-eye on Wednesday night, drove from

Follow-up from Convergence 2007 Session

East Region Microsoft CRM — Fri, 16 Mar 2007 20:22:43 GMT

My apologies in not getting this up sooner. I flew home on the red-eye on Wednesday night, drove from

re: Doing Math in Microsoft CRM aka Calculated Fields

David — Thu, 12 Apr 2007 17:36:07 GMT

Hey i am curious about a calculated field like the estimated opportunity revenue. where the field is calculated by x - sum(child:x). is there an easy way to do that on the form?

re: Doing Math in Microsoft CRM aka Calculated Fields

Ben Vollmer — Thu, 12 Apr 2007 23:59:10 GMT

Easy answer? No. :-) With some work, yes... But easily... No...

re: Doing Math in Microsoft CRM aka Calculated Fields

Maina — Wed, 06 Jun 2007 17:01:58 GMT

How do i set up a similar calculated totals in a structure similar to contracts and their contract lines? When you add a figure in contract lines the total figure in the contract gets updated

re: Doing Math in Microsoft CRM aka Calculated Fields

Ben Vollmer — Mon, 11 Jun 2007 03:55:57 GMT

Maina,

That would require a little custom work... You should do a post call out with an application calling CRM's web service to make the update. :-)

Thanks!

Ben

re: Doing Math in Microsoft CRM aka Calculated Fields

Panez — Fri, 03 Aug 2007 13:18:24 GMT

Hi to all! I'm going mad,

my math customization problem is this:

When you go to

Sales -> Offers and than open an existing Offer the toolbar have a button Recalculate.

This calcolous find actual(at the moment of the launch) prices of all products and sum for a new total (if the prices are changed from the previous launch), this is very interesting because manage the list of products associated to the offer, I need this too.

Well, I have to do a simple thing (but I'm walking on the darkness!) I've added a picklist (simple!) with some voice of type "add 10% to the total amount of offer" or "apply Christmas discount to tech products" ecc

I've added a new button "MyRecalc" to the toolbar (simple!)

BUT I'don't have idea to how apply my personal calcolous related to the picklist choice.

Wich is the way to do that? There's examples, exist somewhere the source code of the original "Recalculate" method?

Heeeeeelp :)

Panez

PS if the solution exist I hope it's doesn't use Webservices, I build a custom web service that work if called in a web application inside an Iframe but when I call web service methods inside javascript I've got empty response (I don't know if the web service really respond to my call).

PPS Sorry for my English

re: Doing Math in Microsoft CRM aka Calculated Fields

Mike Menser — Mon, 20 Aug 2007 18:10:04 GMT

Is it possible to do dependant math? i.e.: form1 + form2 only if form3 = x

The usage I am looking for is a total of grant funds. Funds from form1, plus funds from form2 but only if the funds in form2 are eligible as specified in a yes or no menu on form3.

Thanks in advance for the help!

re: Doing Math in Microsoft CRM aka Calculated Fields

Mike Menser — Mon, 20 Aug 2007 18:11:13 GMT

I apologize. I think that my usage gives the wrong impression. This is all on the same form, but in 3 different fields.

re: Doing Math in Microsoft CRM aka Calculated Fields

mmenser — Mon, 20 Aug 2007 19:16:18 GMT

I keep getting an error... I do not get the output from the equation in my ending field, and when I try to enter text into the field I get "This control only accepts strings as null or input"

re: Doing Math in Microsoft CRM aka Calculated Fields

Ben Vollmer — Mon, 20 Aug 2007 22:27:05 GMT

Could you share your formula?

re: Doing Math in Microsoft CRM aka Calculated Fields

mmenser — Wed, 19 Sep 2007 22:55:26 GMT

Thanks for all the wonderful tips Ben.. you are my CRM hero! I did get the last thing figured out and the code works now. I still never figured out doing dependent math, as stated in my first post. I do have a NEW question... I was wondering if you can do math with date fields. Here is the usage:

Say there is a field that says "Date Letter Was Mailed", and then there is a second field for "Followup Date". Well, my follow up date should be 30 days after the letter was sent. So if I fill in the "Date Letter Was Mailed" field, I would like the Followup Date to populate automatically with the date that would be 30 days from the date the letter was sent. Any ideas??

re: Doing Math in Microsoft CRM aka Calculated Fields

Ben Vollmer — Mon, 24 Sep 2007 22:56:26 GMT

M-

Lookup in the JavaScript Bible doing math on Date Fields. It takes a little more work, but is pretty easy. I don't have it in front of me, but it works VERY well. :-)

Thanks!

Ben

re: Doing Math in Microsoft CRM aka Calculated Fields

Dave Secker — Wed, 03 Oct 2007 09:01:44 GMT

Ben-

Thanks so much for the info - it's much appreciated. Would you happen to know why I might be getting 'object exptected' errors whenever I update either factor variable? I've tried your method and the fireonchange() function and I end up with the same error. If I manually change the sum field it then calls the onchange function and works properly...

Thanks!!

re: Doing Math in Microsoft CRM aka Calculated Fields

Stacy — Thu, 13 Mar 2008 16:34:36 GMT

I used an addition function on quotes, orders, and invoices that worked in 3.0 but after the upgrade, something is working quite right.

I cannot convert an order to an invoice whenever I have data in my fields that are calculated. I can convert a quote to an order but my total doesn't show on the order after the conversion.

I keep wondering what changed?

re: Doing Math in Microsoft CRM aka Calculated Fields

Maria — Fri, 04 Apr 2008 17:30:01 GMT

I keep getting a "object is null" error... I followed your steps exacly. Could someone help me figure this out? All I am trying to do is add two money fields...

re: Doing Math in Microsoft CRM aka Calculated Fields

Travis Engler — Thu, 01 May 2008 23:31:11 GMT

I have a custom entity that I created with a "Amount Received" field. This Entity have a N:1 relationship with an account. I am trying to get help on the web service code it would require to have a total field on the account that will look at & sum all the related "Amount Received" fields for the child entity. Could you give me some direction?

CRM Live: custom calculation on Quote Details

Kona Sirohi — Wed, 21 May 2008 18:51:28 GMT

In CRM Live (which doesn't support plugin and custom workflow actions), how do we calculate a custom sub-total of Quote Products based on the category / Subject of the product. For example, if a Quote has multiple Quote Product, each Quote Product can be categorized by the subject of the Product (like Materrial + Labour), how do we calculate the sub-total of all the materials and sub-total of all the Labour?

I added 2 new attributes to Quote entity for holding the sub-total and I can to an extent achieve the goal by using 2 different workflows on the Quote Product entity (one each for record created and record deleted triggers), how ever I cam not able to do the calculations if someone updates an existing Quote Product record's price or quantity. this would have been easy with plugins, but CRM Live doesn't support plug-ins.

Any input on this is truely appreciated. Thanks