selders

Formula Issue - Remaining Balance Always Zero

Field is used to identify the Remaining Balance for payment plan customers. This field is also used in the presentation quote that is generated from the account.

Remaining Balance = Order Total - Down Payment (designed for payment plan customers)

This is the current formula I am using for this field, but it is not working. The balance remains 0

IF( Down_Payment__c > 0, Order_Total__c - Down_Payment__c, 0)

Ispita

If the value of the formula:-

IF( Down_Payment__c > 0, Order_Total__c - Down_Payment__c, 0)

is remaining 0 which means Down_Payment__c > 0 is evaluating to false, what is the datatype of Down_Payment__c  field?

Do let me know?

selders

Thank you for your help. The Down_Payment_c field is a Formula (Currency) datatype.

selders

I'm sorry, correction. The datatype looks like it is Currency(16, 2)

Ispita

Create another formula field which say TempBalance__c set it equal to (Order Total - Down Payment )

then change formula of:-

Down Payment  to if(TempBalance__c>0, Order Total - TempBalance__c , 0)

Let me know if it works

Ispita

The  formula:-

if(Down  Payment >0, Order Total - Down  Payment , 0) is for which field?

selders

Question: if(Down  Payment >0, Order Total - Down  Payment , 0) is for which field?

This formula is for the Remaining Balance field.

selders

I've just realized that when there is a down payment, this formula works perectly. It's only when there is no down payment that the remaining balance remains at zero. Any suggestions?

Ispita

Hi,

Modify the formula as follows as let me know if it works fine now:-

if(Down  Payment >0, Order Total - Down  Payment ,Order Total)

Hope this works...

Ispita

Just modify the formula and above and let me know...........

Ispita

Also alternative you can default the value to zero.