Total Costs On Quotes

Hello,
So my issue is that I have created a UD field that calculates out the Total Cost of a quote so that the information can be saved on the table but when I change costs in the quote the UD field does not update to the new cost unless I manually change the field (the field pulls the total cost the first time it does the process but all proceeding times I need to change the field to a different number for it to recalculate). Is there a method or data directive that I could write that would recognize every time something happens the Total Cost UD field recalculates to the new total cost.

A Post Processs BPM on Quote.Update should do the trick.

But you will have to recalc the total yourself. Unless there’s a QuoteHed field that already has it - and if there is, then why are you using a UD field to hold a copy of the value.

There is no field that holds the information there is a field that calculates the costs each time the quote is opened.

If your are only concerned about your UD field matching that field (QuoteHed.DocTotalQuote - which is like you said, not a DB table field), you could make a customization that updates your UD field everytime that displayed field changes.

The better solution is the BPM like:
(should be a Pre-Process)

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(the Display message was just for debugging)

I didn’t have your UD field, so for testing, I just set the Quote Comment. And you don’t need the .ToString(..) part since your UD field should be a decimal.

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