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ArtW Need to Summarize Payments on my Custom Object, that's Non Master Detail
- I have a Custom Object called Payments - It's Related to Contacts, via Look up Field
- Paymet Object features multiple Payment Actions_c: (picklist) Payment Made, Payment Arranged, Payment Declined, Payment Bounced.
- Enrollment_fee_c is on the Contact Detail page (I didn't pull it from Opportunity Deail in a formula, but I could and will if there's an advantage)
- I would like to add the following fields, leveraging formulas to aggregates payments from the Paymetn Object.
- Total Amount Due <<the original amount the client commited to for our services>> I can write a formula to pull this from Opp
- Total Amount Paid<<aggegation of payments made on payment object, - any actions = to bounced or arranged or declined>>
- Total Amound Due <<the difference between Total_Amount_Due__c and Total_Amount_Paid_c
Can't seem to accomplish what I need to. This is on Professional Edition and the Object is not a master deail.
Any suggestions, besides UPGRADE TO ENTERPRISE. lol
There's your deal breaker right there> "Object is not a master detail" you can only create a Roll-Up Summary field if the 2 objects have a Master-Detail relationship.
Thanks again Steve.
Question though. Is it possible to change this to a Master Detail without deleting all and starting over, or?
Don't quote me on this, but I *think* that you can go from "Lookup" to "Master-Detail" without losing anything. The caveat is that all of your existing Child Records MUST have a Parent value in the Lookup field before you change the field properties to Master-Detail.
(SFDC system message below)
"You cannot create a new Master-Detail relationship on an existing custom object if records already exist. You must first create a Lookup relationship, populate the lookup field with data in all records, and then change the relationship type to Master-Detail."
Thanks again!