Free Text Invoices and total roundings what can be acheived

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Posted on by Kristina K

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Hello!

Is there a possibiity to have the totals of a free text invoice rounded up to a whole Swedish Krona on a legal entity level?
Rounding rules in SEK is currently set to 0.00

The free text invoice is based on an electronic word template especially done for this LE.
It is the totals including VAT I am looking for.

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Alireza Eshaghzadeh 14,610 Super User 2025 Season 2 on at

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Free Text Invoices and total roundings what can be acheived

Hei Kristina,

If you want this rounding on free text invoice word template, you can add a Transformation rounding rule for the total fields via Electronic reporting (e.g. via Round amount formular : ROUNDAMOUNT ER function - Finance & Operations | Dynamics 365 | Microsoft Learn)

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Ramit Paul 22,780 Most Valuable Professional on at

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Free Text Invoices and total roundings what can be acheived

Replied with screen shot here- https://community.dynamics.com/forums/thread/details/?threadid=c32b0b8c-8683-ee11-8179-00224827e5d4

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Hana Xue Microsoft Employee on at

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Free Text Invoices and total roundings what can be acheived

Hi,
You can try selecting a currency (SEK) and setting rounding rules. Make sure the rounding rules are configured correctly. If you want to round to the nearest whole kroner, set the rounding rules accordingly. If you use a custom eWord template for your regular invoice, make sure the template includes the necessary placeholders for rounded amounts.
For more information about rounding rules, you can check this link:Tax calculation rounding rules - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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Kristina K 270 on at

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Free Text Invoices and total roundings what can be acheived

I would like to know where to go to get this setup for testing purposes.

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Kevin Xia Microsoft Employee on at

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Free Text Invoices and total roundings what can be acheived

Hi,

You can consider the following steps:

Rounding Configuration: Review and adjust the rounding rules specific to SEK within the legal entity settings. You may need to modify the rounding precision to achieve rounding to the nearest whole Swedish Krona.

Customization: If the standard configuration does not allow for the desired rounding behavior, consider to customize the rounding logic specifically for free text invoices based on the electronic word template.

Testing and Compliance: Once any adjustments are made, thoroughly test the invoicing process to ensure that the totals, including VAT, are rounded up to the nearest whole Swedish Krona while remaining compliant with legal requirements.

Best regards,

Kevin

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