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[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┬árecords 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.

­čÖé

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