Calculated fields apply fees, deductions, or commission percentages to transaction records. For example, if a credit card type (like Visa or Mastercard) has a different fee, a calculated field would apply that fee to the total deal value.
Calculated fields are often used in combination with lookup fields. Lookup fields are run first followed by calculations. While all calculations can be done in a single field, create separate fields for each step of a calculation allows for more detailed reporting. This shows intermediate values to validate information and makes it easier to track how the final amount was derived.
Before you begin
Manage a calculated field
You must save any changes made to calculated fields before you exit or all changes will be lost.
Go to Commissions > Crediting Rules.
Find and select a crediting rule.
In the Calculated Fields section, complete the following as needed:
Click Add.
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Complete the following fields:
Field
Description
Field Name
Type a name for the field that will be referenced in ledgers and transactions.
Formula Type
Select the type of formula for the calculated field:
Calculation: Single formula calculated.
Concatenation: One or more formulas that are combined.
Type
Select the data type for the field.
Formula
Reference the extracted fields to build formulas. Use the Formula Syntax Help as a guide.
Click Add.
Add as many calculated fields a needed.
You cannot change the name, formula type, or data type of a calculated field, you can only update the formula.
Find the calculated field you want to edit.
Click edit.
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Update the formula as needed.
Click Update.
Find the calculated field you want to delete.
Click Delete.
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Click Save.
Use calculated fields in a transaction table
In the crediting rule, go to the Transactions tab.
Click the Column Chooser.
Drag and drop the calculated field from the Column Chooser to the transactions table.