Net Amount for Opportunity Totals (OETotalsBox)

Question

Hello, 
 We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount. 
 What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just missed an option or a view I can amend to include it. 
 
 TIA

Matthew Shaw · Accepted Answer

Hi JamieBates 
 The answer is Yes you can. It's not perfect but I did the folliowing...... 
 - I created a new currency field in Opportunity 
 - I edited (could have created a new view) that does does Opportunity and a sub-query that looks at the orders, I just edited vSummaryOpportunity, but then the output of the sub-query I made it replace my new field (e.g. 'totalnet' AS oppo_c_totalnet) 
 - By Default the OETotalsBox doesn't reference a view, so I edited it to point to the vSummaryOpportunity view. This allows me to put the field on the screen. 
 
 BUT when you edit the opportunity it reverts back to using vOpportunity the core view, hence why I had to actually create it as a field in Opportunity else it throws up an error. But as no data is actually kept in it, when you edit the opportunity it reverts back to 0 
 
 I could correct this but actually putting a Trigger on the Opportunity table that just goes away and sums the Net Value and then writes back to the custom field. That way I wouldn't need to worry pointing the screen to a view as the custom field would be holding data anyway.

Sage CRM

Net Amount for Opportunity Totals (OETotalsBox)

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