Rajeev Pentyala – Microsoft Power Platform

I have added a new Rollup field of type ‘Currency’ to my existing custom entity ‘Customer’, which ‘SUM’ up the currency field’s data from related entity ‘Loan’.

Post customization, when I open the existing Customer record, following error showed up on Rollup field.

Reason:

• This error would occur, only those records created before the new Rollup field added to the entity, since they will not contain valid data in the Currency (TransactionCurrencyId) field.
• To check the understanding, I added the OOB ‘Currency’ field to the form and as expected, it was blank.

Fix:

• By Setting ‘Currency’ field manually, fixed the issue.
• Alternately, If the existing data is trivial, delete them all as the records created after the addition of the Rollup field, should automatically have the currency field set, and the rollup field should thus work correctly.

Notes:

• Those who are wondering what is ‘Currency’ field, the first time a new currency field added to an entity, Dynamics creates total of 4 fields, as following:

• If you notice, in the above list, ‘Currency’ is OOB field that gets added by Dynamics, which is a lookup to ‘Currency’ entity.

🙂