Microsoft Dynamics AX (Archived)

Round up decimal at Invoice

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Posted on by benjamin84

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Dear All,

my finance user create invoice from sales order that has 2 decimal.

my user plan when she do invoicing she have rounding down/up feature, for example.

the sales order amount is USD 1300, 19. my user want the invoice amount is stated as USD 1300.

please help me, what setting round up/down I must set, and which module I should set the parameter ?

at processing phase, which steps I should do to round down/up the amount.

thank you

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Mahmoud Hakim 17,887 on at

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you can do that from currencies

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

Please consider whether you can make use of the smart rounding feature.

See technet.microsoft.com/.../hh242522.aspx

Best regards,

Ludwig

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benjamin84 2,075 on at

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Hi Mahmoud,

I need to rounding the amount at invoice, but at sales order I still need the amount with decimal.

how I could do this requirement.

thank you

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benjamin84 2,075 on at

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Hi Ludwig,

my user requirement is that at invoice the amount stated without decimal, while at sales order the amount has decimal value.

it is possible to do that ?

thank you

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

With the smart rounding rule functionality you should be able to do that in my opinion.

Probably test in a demo environment and let us know how things are going.

Many thanks,

Ludwig

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benjamin84 2,075 on at

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Hi Ludwig,

I'm only need rounding for each item only at detail invoice.

I need rounding at grand total too, so my finance user doesn't need to amend the decimal at payment journal.

let me test this again.

thank you

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benjamin84 2,075 on at

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Hi Mahmoud,

what value I must set ?

do I enter 0,01 and downward method at sales order rounding rules ? so each time there are decimal from range 0,01 until 0.99, will be rounding down ?

could you give me sample how to do it,

my user requirement is , if >= 0,50 rounding down, if > 0,51 rounding up.

note : I not only to rounding the total at detail line at invoice, but I need rounding feature too at grand total amount, at payment journal my user doesn't need to edit and remove the decimal amount.

Thank you

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benjamin84 2,075 on at

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Hi Ludwig,

what value I must set ?

do I enter 0,01 and downward method at sales order rounding rules ? so each time there are decimal from range 0,01 until 0.99, will be rounding down ?

could you give me sample how to do it,

my user requirement is , if >= 0,50 rounding down, if > 0,51 rounding up.

note : I not only to rounding the total at detail line at invoice, but I need rounding feature too at grand total amount, at payment journal my user doesn't need to edit and remove the decimal amount.

Thank you

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benjamin84 2,075 on at

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Hi Ludwig,

if I want to round up/down for each multiplication of one hunded, could you tell me what value I should type.

thank you

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

Thanks for your additional explanations.

The rounding issue that you describe seems to be more complex compared to what the standard application can possibly handle.

Rather then trying to apply different and complex rules have you thought about tackling the problem from the root? That is, would it be possible setting up your item prices in a way that all the rounding stuff is not required?

Best regards,

Ludwig

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