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Home > Dynamics 365 > [Fix] Rollup field error – Record currency is required to calculate rollup field of type currency

[Fix] Rollup field error – Record currency is required to calculate rollup field of type currency

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’.

Rollup_4

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

Rollup_1

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.

Rollup_2

Fix:

  • By Setting ‘Currency’ field manually, fixed the issue.Rollup_3
  • 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:

Rollup_5

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

🙂

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