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I have an entity in CRM called Line of Coverage. I have already coded many of the fields to autofill fields based on specific guidelines given to me by the client. For this particular piece of coding, I will need to create a process on the form that auto generates compensations values for Line of Coverage.
Requirements are as follows:
I HAVE ALREADY CODED THIS FIRST PROCESS -->
Entity: Line of Coverage
Process: Estimated Revenue and Est. Annual Revenue Calculations
• Autocalculate must be set to yes;
• Premium, Premium Period and Percentage must contain data.
• If Autocalculate, Premium, Premium period or Percentage fields change – recalculate.
Estimated Revenue = Premium x Percentage
Est. Annual Revenue
• If Period = Monthly, Est. Annual Revenue = Premium x Percentage x 12
• If Period = Quarterly, Est. Annual Revenue = Premium x Percentage x 4
• If Period = Biannually, Est. Annual Revenue = Premium x Percentage x 2
• If Period = Annually or One Time ...
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