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SFUser Update the parent field based on child's records
Hi all,
i have 3 obj's..i.e. Account, Invoice__c & Payment__c (Account is parent to Invoice__c & Invoice__c is parent to Payment__c)
Invoice_Amount__c, Invoice_Status__c & Invoice_Date__c fields are in Invoice__c obj.
Total_Payment_Amount__c field is in Payment__c obj.
Account_Status__c field is in Account obj.
i am created Invoice records through based on monthly schedule based.
now my requirement is..i want to update Invoice_Status__c & Account_Status__c fields based on below conditions.
1. when ever Today - Invoice_Date__c = 30 days
2. Either i have related payments or not.
3. if i have related payments.. then we need to check Total_Payment_Amount__c is less than that of Invoice_Amount__c
then only i want to update Status of Invoice__c & Account.
thanks in advance
i have 3 obj's..i.e. Account, Invoice__c & Payment__c (Account is parent to Invoice__c & Invoice__c is parent to Payment__c)
Invoice_Amount__c, Invoice_Status__c & Invoice_Date__c fields are in Invoice__c obj.
Total_Payment_Amount__c field is in Payment__c obj.
Account_Status__c field is in Account obj.
i am created Invoice records through based on monthly schedule based.
now my requirement is..i want to update Invoice_Status__c & Account_Status__c fields based on below conditions.
1. when ever Today - Invoice_Date__c = 30 days
2. Either i have related payments or not.
3. if i have related payments.. then we need to check Total_Payment_Amount__c is less than that of Invoice_Amount__c
then only i want to update Status of Invoice__c & Account.
thanks in advance
Priya (Salesforce Developers) The developer community recommends providing any attempts/code you've started, any errors you're getting, or where exactly you're struggling in achieving this while posting a question.