Display total amount of overdue invoices

Hello Samar,

You can display the amount with the help of the business process. At first, you need to go to the Section Wizard on the Account page and add the custom field that would display the total amount afterwards. 

Then you need to create a simple business process that can start either with some signal or manually. The 'Read Data' element should be used to read all the invoices that meet the specific conditions:

-they are linked to the account you need 

-they are overdue

In 'Read Data' element you need to choose to calculate function in the first line to be able to use the formula that would calculate the total amount of the invoices: 

Then with the help of 'Modify Data' element you'll be able to pass the value you get into the custom field that was created in the account. 

Lisa

Hello,

 Thanks for the solution.

 I have created the business process , but all the invoice totals of all account are displaying in only one account not in individual account.

Dear Samar,

There are some mistakes in the process above:

1. The process should have the terminal element.

2. You don't need to read all the accounts, so you can remove the first element. The process can start with reading the invoices that are linked to the current account. 

Lisa

Ok thank you