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Rounding

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In the Rounding panel, you can set the settings for rounding and decimal places on different sections.

The panel can be accessed via the menu Settings | Program | Administration Panel by clicking on the panel Settings | Company | Rounding.

Table of content

  1. Rounding
  2. Decimal Places

 

1. Rounding

In this section enter rounding for different options.

WARNING

All rounding settings entered here will be used generally on the level of the entire company!

 

Price Calculation Rounding

This setting determines how the program should round the items price when recalculating (i.e. when converting from local to foreign currency).

Line Rounding (issue)

This setting determines how the program should round values from the line: price, discount, VAT and value of the line.
The default rounding value is the second decimal place (“0.01”). Because data about the basis, tax and value are in the program uniformed. However, when rounding to 3 or 4 decimal places, this uniformity cannot be granted.
Rounding lines affects only the rounding of sales orders values, values of issued invoices and POS issues.

Line Rounding - FCY

Set how to round foreign currency positions. Event that rounded on two decimal numbers and finally sum, in some cases the total value in primary (local) currency differs from the total foreign currency multiplied by exchange rate.

Value Rounding (issue)

This setting determines how the program should round document values (total value of document lines). The default rounding value is the second decimal place (“0.01”).
Value rounding affects only the rounding of sales order values and values of invoices issued which have been issued in the primary currency: exception are the POS issues (see parameter below!)!
If you select another setting (i.e. "1,00" rounded to 1 EUR), the program will show in reports the difference between the total value of lines and the rounded value of the document as offset in hundredths!

Rounding - LCY

Determines how PANTHEON should round value of the document in primary (local) currency.

 

Line Rounding (POS)

This setting determines how the program should round values from the line (POS - retail): price, discount, VAT and value of the line.

The default rounding value is the second decimal place (“0.01”). Because data about the basis, tax and value are in the program uniformed. However, when rounding to 3 or 4 decimal places, this uniformity cannot be granted.

Rounding lines affects only the rounding of sales orders values, values of issued invoices and POS issues.

 

Value Rounding (POS)

 This setting determines how the program should round document value (total value of document lines). The default rounding value is the second decimal place (“0.01”).
Value rounding affects only the rounding of the 
POS issues, which have been issued in the primary currency! To round invoices issued and sales orders use the parameter above!
If you select another setting (i.e. "1,00" rounded to 1 EUR),  the program will show in reports the difference between the total value of lines and the rounded value of the document as offset in hundredths! 

warning

Once, you have set the rounding, you cannot change settings, because possible changes would affect the rounding of already entered documents (in overviews and reports).

Before changing parameters, you are required to close the cash register and post invoices with different rounding.

Line Rounding (Receiving)

This setting determines how the program should round values from the line.

The default rounding value is the second decimal place (“0.01”).
Rounding lines affects only the rounding of receiving invoices. When the setting is changed the values will also be changed on Receiving documents once Stock recalculation is done.

  

Salary Rounding

This setting determines how each earning type is rounded when accounting payroll for an individual employee. The default rounding value is 50 hundredths (“0.50”).

WARNING

You can round salaries to more than two decimal places. If you round to more than two decimal places, payment orders will still be rounded to two decimal places because payment orders are generally not rounded to more than two decimal places.

Package Rounding

If you do not check the Package Rounding box, the program will use this information to round packages.
Example: If you enter the number 0,0100, the program will round packages in the second decimal place.

Package Rounding

 

if you select this option, the program will round the number of packages up to a whole unit (1,00).
If you use this option, the program will not use the Package Rounding field below!

Rounding of Dimensions

This setting determines how dimensions are rounded in the report of the waybill.

 Rounding on Trips

 This setting determines how all entered amounts (allowances, mileage, additional costs...) are rounded when creating trips.
The default rounding value is the second decimal place (“0.01”).

 

2. Decimal Places

In this section enter decimal places for the following options.

Value

This setting determines how values in transactions are rounded.

Price

This setting determines how prices in transactions are rounded in the Items register.

Quantity

This setting determines how quantity in transactions is rounded.

Custom Fields – Personnel

This setting determines how values in custom field in Personnel are rounded.

Value (planning)

 This setting determines how value in planning is rounded.

Index (planning)

 This setting determines how index in planning is rounded.

 

WARNING

All rounding settings entered here will be used generally on the level of the entire company!

 

hint

The 552201 build has new procedures: pHE_MoveItemOutPVHead, pHE_MoveItemOutPVItem and pHE_MoveItemOutPVVar. When changing prices, qunatities, VAT and discount from procedures of Ares or SQL, you are required to run pHE_MoveItemOutPVHead (for the whole document) or pHE_MoveItemOutPVItem (for one line), so partial sums will be correct. If you do not use new procedures, the amount will be correct. To achieve an equal effect, in the program, run the Refresh movements function.

 

WARNING

Already integrated are the following procedures: the program takes in the wholesale for the rounding basis the sale price without VAT; in the retail, the program takes for rounding basis the retail price with included VAT.

 


 

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