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Rounding to 2 Decimals in a Sales Quotation
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Rounding to 2 Decimals in a Sales Quotation
I have a question about rounding prices to 2 decimals on a sales quotation when applying a line discount group to a quote. For example, $9.99 x 14% discount is $8.5914, we want the quote to show a price of $8.59. D365 shows 2 decimals but when we print the sales quotation, pricing goes to 4 decimal places. Our customers will not accept pricing that goes out to 4 decimal places. Currently, we are manually updating the pricing on the sales quotation to 2 decimals. Have you experienced this and what have you done to resolve the issue?
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1 Reply
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Hello,
By default, D365 calculates prices with full precision. So, if you apply a 14% discount to $9.99, it comes out to $8.5914. This isn’t great when printed, since it might show four decimal places, and customers don’t like that. To fix this, you can change the rounding settings in the Price List Item. You control the rounding through the Rounding Policy in D365. You can choose Up, Down, or To Nearest, and set the rounding amount to 0.01. This will make sure all prices round to two decimal places. That way, your quotes will stay consistent, even with discounts.
You might also need to tweak the Sales Quotation report when printing. Often, the report shows too many decimal places because it’s using the raw price data. To fix this, change the formula for the price in the report to include a rounding command. You can use something like =FormatNumber(Fields!Price.Value, 2) to show just two decimal places. If you still have problems or need to adjust prices after discounts, think about using a Business Rule or Workflow. This can help automate things, reduce the need for manual changes, and make sure prices are rounded before they show up on quotes. This should make your pricing process smoother and better for your customers.
My colleges MD365 Development team https://www.hiredynamicsdevelopers.com/dynamics-365-development-services/ can provide some ideas to solve such issue.
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