Hello,
I am working on my first project in MS Dynamics CRM 2015, the main focus is on the "Sales" entity and I am using a lot of the OOTB functionality. I have encountered a problem and I would really appreciate if anyone could shed any light on the issue.
I have created an option set field called "ProductType" that maps from Opportunity Product > Quote Product > Order Product - this is fine and the product type selected at the opportunity level gets mapped the whole way through to Order. My problem is:
I have added three custom fields to my order form -
Type1 Amount
Type2 Amount
Type3 Amount
On load of the order form I want to populate these 3 fields with the specific totals of what products (in this order) fall under each type. So for example; any order could have 3 products, each one of a different type, therefore all of my three custom total fields would be populated. (I hope this makes sense)
Can I use business rules and calculated fields for such a task? I have looked at a JavaScript option, onload of the order form retrieve details of each product however, is their a field that gives me the product id at the order level? because an onload function at the order product would not be useful.
Any help much appreciated, Thanks in Advance