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Trigger that finds records by date, updates field
Hello,
I'm totally new to Apex Triggers, but I believe I have a good mental map of what needs to happen to overcome my 'issue'.
I have Opportunity (1-1 with Accounts for our org), Sequoia_Service_Level__c, and Accounting__c objects. I'd like to 'call' the trigger by way of a button, since I need to create all Accounting__c records before executing this logic.
I need to take the total count of Accounting__c records in the given month, and pro-rate an amount found on the Opportunity (called Revenue_Opportunity__c, which is a roll-up summary of the field "Total_Invoice_Amount__c" on the Current_Service_Level__c object).
For instance, if I had 3 Accounting__c records, with a Revenue_Opportunity__c of $10 from the related Opportunity object, each accounting object would be given the value 3.3333... Then, that 3.333 should be set to the field Accounting__c.Baseline_Service_Amount__c.
Accounting__c objects have a lookup relationship to Opportunities and Accounts, and all have a related Sequoia_Service_Level__c as well.
Is this pretty straightforward stuff? Or will this be quite difficult? I'm already finding invoices for the current month via a report (which is then PDF'd using CongaComposer), but I figured I could not take advantage of that with an Apex Trigger?
Any guidance is appriciated!
Charlie
Thanks
Utsav