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Harish Chekurthi 9
want to add all opportunities on accounts
I want to create a custom field on Accounts to calculate all the opportunities on the account. eg(ordered, Invoiced, Partially Invoiced)
Could someone please help me out.
Could someone please help me out.
Under Filter Criteria select "Only records meeting certain criteria should be included in the calculation"
All Answers
Create a rollup summary fields on Account for opportunities. Select count as roll up type & under Filter Criteria provide the criteria for which you want to create rollup.
Under Filter Criteria select "Only records meeting certain criteria should be included in the calculation"
Please see my below condition.
and I am getting value as Zero as per below
You need to create one field each for Invoice amount,Ordered Amount & Partial Invoiced amount
Yes, Create a formula field on Account to sum/average all values from rollup summary fields.