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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Free Text Invoices and...
Finance | Project Operations, Human Resources, ...
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Free Text Invoices and total roundings what can be acheived

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Posted on by Kristina K 270
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. 
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,078 Super User 2024 Season 2 on at
    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)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    Free Text Invoices and total roundings what can be acheived
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    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
  • Kristina K Profile Picture
    Kristina K 270 on at
    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. 

     
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Free Text Invoices and total roundings what can be acheived
    Hi,

    You can consider the following steps:

    1. 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.

    2. 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.

    3. 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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