Sum values in related modules

Would the Purchases and Purchase Line Items Modules not solve this for you ?  We are testing those modules at present.

Might be an error on my part - Enterprise and Professional do not have the Purchases and Purchase Line Item modules as far as I can tell.

There are a few ways to do this but the simplest way is take advantage of the various roll up functions when you create a calculated field formula.

Hello Bob
Add a new calculated field to Accounts by Studio and set for this field formula based on rollupConditionalSum (if you need to take into account status or type of licenses) or rollupSum (if licenses should be summarised with no any conditions)

I hope it helps you.
Let me know if you need more help.

Regards,
Mykola

Hi Bob,

To achieve this, you can use a formula in Studio for the Calculated Field in the Accounts module. 

Your formula will be something similar to the below.

rollupConditionalSum($accounts_customrelationship,"caclculatedField","productType",createList(License))

Note: In this formula replace accounts_customrelationship with your accounts to custom module relationship.

Calculate Field with the custom field name in the Accounts module.

productType is the field name in the custom module which gives the type of your product.

License is the dropdown value in the productType field in the custom module.

Please update respective field names and relationship names in the formula in your instance. 

I hope this helps you. Thank you :)

Thank you Mykola!

I will try and report on the results.

Thank you Poojitha.  I will try this and report back on the results.

Mykola -

Your solution worked well. Thank you for pointing me in the right direction.

Poojitha -

Thank you. I used the rollupSum and it worked well. I have a message out to my team on whether we need to condition it and use rollupConditionalSum. I appreciate your help!