Roll up summary field for List price
|Knowledge Article Number||000170827|
|Description||I am trying to do a roll up summary on quote line items. I am trying to summarize the List price, but you only give the option to Summarize Sales Price, Discount and Quantity. Why can't I summarize the List price?|
|Resolution||The list price is not an option for the roll up as it is a field on products (remember that cross object fields cannot be used for roll-ups).
How can you work around that?
1. Create a custom field on quote line items (this will be used instead of the standard list price). Data Type should be Number
2. Create a workflow rule on quote line items where:
Quote Line Item: Created DateNOT EQUAL TOnull (just to have it always triggering)
Evaluation Criteria: Evaluate the rule when a record is created, and every time it’s edited
3. Create an immediate action for it where:
the field to update is the new custom field created on step 1.
Field data type is a Number
On the step called Specify New Field Value select the option: Use a formula to set the new value where the field is PricebookEntry.UnitPrice (standard list price)
4. Now you can create the roll-up summary field on quotes, the option to see the custom list price will be available.
Note: Please remember the workflow will work for the new records and those existing that are edited.