Quote Product Quantity Decimals

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Posted on by R_Marshall

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Hello,

I am currently using CRM 2013 on premise, and to get quotes out as fast as possible I am looking to remove the need for manually deleting the 5 decimals after a product's quantity number from a mail merge document. I've looked over past responses but none of these have proven to correct my issue. So far I've set the decimals in the system settings, and I've changed the price list items to "Whole" values. I've even attempted to edit all individual fields that may be requesting >2 decimals. This is where I noticed a possible solution, but it is also a problem at the same time. The entity "Unit" has a field called "Quantity" this is a default field that has been set to 5 decimal places (0.00000) as a minimum setting, and 10,000,000,000.00000 as a maximum number. A "Unit" is used to create a price list item, and is business required. Since all things point to "Price List Items" as the culprit for over done decimals I can only assume that this is where my problem is occurring.

If this is truly the issue then here is my next problem... The "Quantity" field for the Unit entity is unchangeable, I have tried to edit it in multiple ways, but it just keeps kicking back the response "You cannot complete this action for this component because of the configuration of its managed properties". I would like to know if this is in fact the reason I'm receiving a 5 decimal place for quantity (which is absurd), and if it is or is not the reason I would like some solution to the issue.

Thanks for any help,

Ryan Marshall

Side Note: Please do not recommend scripts, or customization to the system as I am under strict rules to not go "Outside the Box".

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R_Marshall 170 on at

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RE: Quote Product Quantity Decimals

Although this was the answer, I am not familiar with what you wrote 100%, so I still had to look around.

To clarify:

1. Within a Word .XML file that is being created for a mail-merge template first setup your document the way you wish it to be viewed.

2. Once all the fields are in place hit Alt+F9.

(This will bring up the code as { MERGEFIELD Quote_Product_Quantity } where the <<Quote _Product_Quantity>> was)

3. Now add the decimal amount as mentioned: {MERGEFIELD Quote_Product_Quantity\#0x }

(I used \#0x because I don't need any decimals showing)

That worked for me, like I said mostly the answer, just missed the basics of hitting F9 to find it.

Thanks for the help R_Maclean,

Ryan
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Ryan Maclean 3,070 on at

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RE: Quote Product Quantity Decimals

Hi R_Marshall,

I presume the main issue you are having is within the Mail Merge template, so you don't want the additional redundant 0's to display on the quote template you will be prinitng. If so, have you tried changing the formatting of the MERGEFIELD in your template?

If you set the MERGEFIELD fo Quote Product Quantity to include a switch limiting the number display then you won't have to delete the zeros.

e.g. {MERGEFIELD "Quote_Product_Quantity"\# 0.0x } means a quanitiy of 5 items will display as 5.0 instead of 5.00000.

Hope this helps,

Ryan
TheDuke 30 on at

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RE: Quote Product Quantity Decimals

I cannot provide a solution but confirm that I am encountering the same issue in a CRM 2011 on-premise installation, where our customer sells only in whole quantities and wants the decimals removed from the "quantity" fields in opportunity product and quotedetail.

I have already set the precision value of quantity to "0" and it works in list views. But when opening a single dataset, the quantity shows as a full number for a moment and changes to 5 decimals when loading of the page completes.

btw: I came across this post when looking for a solution :)

rgds,

Martin