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Resolver I
Resolver I

Confused on how to make calculated field or rollup field work and dealing with hierarchy's

What I am looking to do:

Have an opportunity that I can attach quotes to. These quotes will include products. Quote product must be made to keep track of products related to a quote, this will include quantity, discount and anything else that product will have based on the quote. 


So I have one Opportunity to many Quotes. One Quote to many quote products.  Products will be its own unrelated table as we just need the list price from it.


So when a quote is made, the client will be adding quote products to it. Like this


A quote will have many of these products together like this:


Once the client has put in all the required products for this quote.. it will need to be added up for the quote entity.


So in this case, it would be the list prices added up for now.  So how would I get $25+$6 to show up on a quote field?

My problem is that I have no clue on how to accomplish this. I tried using a rollup with making a referential relationship between quote and quote product. But no field from quote product will populate. I then switched it to parental.. but the hierarchy was still 'no'. And didn't give me any different results. I tried to make a hierarchy but got an error:


I got error with this:


So it seems like the "related entity" has to also be "Custom Quote". But if I do that.. how does custom quote product come in? So confused on how to get this to work.. doesn't seem like all these hoops should be needed here.

Help would be very much appreciated!!!


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