I have a bit of a tricky requirement that I need some guidance on.
Client is using CRM 2015 on premise. I have a custom entity called Deposit and a deposit is linked to a parent vehicle which is linked to a parent Bank account.
Scenario : Bank account A has 3 Vehicle associated to it. Customers can make multiple deposits into the Vehicle via the Deposit entity.
The requirement is that if a customer makes more than 1 deposit into a vehicle, that the initial deposit be used as the "parent" and all additional deposits to the same vehicle accumulate onto the first record. All deposit records will have a deposit date, deposit amount, initial deposit amount and cumulative deposits. Only the parent record should have values in the initial deposit and cumulative deposits fields.
I have looked at the created on date but this doesn't work because the deposit date field is the one that will determine if that record is the parent or not. I have looked at the Workflow Essential solution from Gap but can't quite find what I'm looking for.
The end result of this will be aa report. If a client made 3 deposits into the same vehicle on different dates, the report should only display the earliest deposit date and a cumulative amount of all deposits.
I'm not entirely sure if there is a clean solution for this but maybe it should only be handled in a SQL report?
Any ideas on this will be appropriated.