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Field to calculate dollar amounts

I'm trying to build a formula field to calculate amounts.


Amount Due = Membership Fee - Payments


Amount Due & Membership Fee are in a custom object, Member.


Payments are in another custom object, Transaction.


How do I:

1. Access the Payments field

2. Sum up all payments in a given year and subtract those from the membership fee?


Most appreciated.



Hi AGFlem,


If I understand your situation correctly, the 'Transactions' object is probably connected to your 'Member' object. Therefore, you should be able to create a roll up summary formula field on the 'Member' object called '2010 Payments'.


This would sum all payments on the 'Transactions' object associated to the particular member. When you create the Roll Up Summary Field, you can specify what records to include and this is when you can specify the correct year (2010 vs. 2009).


Once you have this field, your math would be Amount Due = Membership Fee - '2010 Payments'.


Hope this Helps.