Hi,
I am trying to implement a payment processing system in CRM 2015(on prem). It does not have to be a robust one but just to track the expenses that are entered.
I have 3 custom entities. A, B and C. A is the parent entity and has one to many relationship with B.
And B has one to many relationship with C.
C is actually a payments entity. I've already added couple of fields to Payments entity like payment amount, remaining balance, Total Expenses(payments to be made against), etc. All these fields are calculated type and I've added appropriate formulae. This whole process works good for one payment. But when a second payment needs to be made, I am running into issues displaying the current remaining balance. I am not able to figure out how to make multiple payments displaying appropriate remaining balance for each payment. Can somebody please guide me through this if you have done such implementation before.
Thanks for any help!