Calculated Revenue Line Item Amount - How to edit it?

Ángel Ruiz over 2 years ago

Hello Devs!

In this ocassion I am seeking for your help on behalf the Revenue Line Item (RLI) Calculated Amount.

I have this project where I want to have the RLI Calculated Amout given by the next fields:

- Discount (D)

- Quantity. (Q)

- Unit price. (UP)

- Months of service. (MoS)

- Profit Margin. (PM)

To calculate the total (Calculated Amount) the orden of the operations goes like this:

1. Unit Price times the Quatity.

2. (Unit Price times the Quatity) times Months of the service.

3. ((Unit Price times the Quatity) times Months of the service) times Discount.

4. (((Unit Price times the Quatity) times Months of the service) times Discount) times Profit Margin.

Resulting in the next formula:

(((UP x Q) x MoS) x D) x PM)

Obviously I will add the custom fields, that are going to be integer custom fields but I do not know how to edit/read the formula.

Thanks in advance and please ask for anything that could add to help me explain what I desire to do.

Best regards,

Angel Ruiz

Unified Impact

0 Andre Serrazina over 2 years ago

Hello Angel,

But default in RLI's you already have the following fields that seem quite similar to what you are referencing: Quantity, Unit Price, Service Duration, and Discount Amount.
You could check if it's possible to adapt your business scenario to the existing ones before creating new custom fields.

In Studio, you can analyze the default formula that the field total_amount in Revenue Line Items is using to perform the calculation with those fields.

Hopefully, this will be a good starting point for your requirement.

These links might help:

https://support.sugarcrm.com/Documentation/Sugar_Versions/11.0/Ent/Application_Guide/Revenue_Line_Items/#Revenue_Line_Item_Fields

https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Introduction_to_Calculated_Fields/

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Architecture/Sugar_Logic/
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0 Ángel Ruiz over 2 years ago in reply to Andre Serrazina

Hello Andre, thanks for your response! I have read the information on the link but I do not seem to understand how does the formulas work in the Calculated Field; I see fields that are not even declared in Studio, I supposed this fields names are directly on the code but I do not seem to find any information about this anywhere.

I have been working into this for 2 weeks with no results.

I hope someone can help me here.

Thanks once again Andre.
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