You need to sign in to do that
Don't have an account?
Validation rule on opportunity amount and child object amount field
Hi any boby help me on validation rule
how to check differnt currency values from child to parent object (both are different currency type ).
i have created a trading plan as custom obejct and this custom object is child to opportunity object.
Requirement is
opportunity can have 'n' number of trading plans . and amount of the all trading plans not greater than the
opportunity amount
my problem is opportunity created in EURO and trading plan creating in GBP so how to check whether user enter values less than the opportunity amount .
i can't check like opportunity.amount <> tradingplanamount
because both are different currency types .
is there any way to compare this kinfd of different currency values?
In order to solve your problem you have a create a field
"Exchange Rate" in child object which stores for each record the exchange rate of the "Trading plan" currency record in terms of parent "Opportunity" record currency.
Following this in the validation rule put the following evaluation criterion:-
Exchange_rate* Amount<= ParentCaseId.Amount
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.