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Project2Project2 

How to use 'Roll-Up Summary' for field which is a lookup for another object

Hi,

 

I want to use  'Roll-Up Summary' in my header object (e.g. Invoice header) to sum a field (e.g. production cost) from invoice line item object (production cost field is a lookup from another object e.g. merchandise object)?

 

I can get other objects which are not lookup's (e.g. sale price from invoice line items) in Roll-Up Summary, but there is no pickvalue for 'production cost'.

 

Thanks

sfdcfoxsfdcfox

You have to make it a "master-detail" relationship in order for it to be available as a rollup summary field object.

Project2Project2

I do have the relationship with invoice line item and invoice header, that's how I got the sales total. But cannot get the 'production cost' total?

 

Are you suggesting I have to master relationship between invoice header and merchandise? Then, how do I filter products/merchandise which are available in invoice line items to roll-up?