We have an entity called Sales Orders where we track details of every Sales Order placed, including Net Product Profit, Net Service Profit, Date of Sale, and the Sales Rep's name.
I need to create a process that in any given calendar month populates a field in Sales Order with the month-to-date (MTD) Net Profit for the selected Sales Rep (lookup in the form). For example, if Sales Rep A made these sales:
| Date | Sales Rep | Net Product Profit | Net Service Profit | MTD Net Profit - Sales Rep A |
| 1/1/16 | A | $100 | $0 | $100 |
| 1/5/16 | A | $50 | $100 | $250 |
| 1/7/16 | A | $0 | $10 | $260 |
| 1/7/16 | B | $25 | $0 | $260 |
| 2/1/16 | A | $5 | $25 | $30 |
| 2/1/16 | B | $10 | $15 | $30 |
Then field for Sales Rep A's MTD sales on 1/7/16 would contain the result $260, etc.
There would not be more than 2 reps, and their MTD net profit is tracked separately, from the input of net product profit and net service profit on each Sales Order.
I initially tried to do this with a Rollup until I realized that it cannot be run against fields in the same entity - only related entities.
I considered creating a separate entity just to track this, which the rollup could run against, but that seems like a very inefficient way to solve this problem and I think I'm probably missing an obvious solution, and need some fresh perspective.
Maybe an asynch workflow?
I would like to try and do this with the OOB tools that CRM 2016 has provided - Rollups, Workflow, Calculations, Business Rules, etc. My JS abilities are also limited so all the more reason to use OOB tools.
And of course, it has to be done in a supported method. As a user of CRM since v3.0, I've had to suffer through a few painful upgrades where I had to rip out a lot of unsupported code. Going forward I want to try and do things in a manner that will make future upgrades easier.
Thank you in advance for any input.