adminhelp:pricingcalculations:roundingsetup [2018/11/05 07:42] mnikolic |
adminhelp:pricingcalculations:roundingsetup [2019/05/06 04:35] (current) bdjordje |

- | {{indexmenu_n>85}} | |

| ====== Rounding Setup ====== | | ====== Rounding Setup ====== |

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| + | In **Setup** > **Pricing/Calculations** > **Rounding Setup**, you can create and apply rounding rules to columns on quotes. Rounding rules determine how many digits are used in price calculations, how many decimal places are displayed to users and, in Quote 2.0, which currencies are affected by these calculations. You can use one of the existing rounding rules, or create a new one. \\ |

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- | **Under **Setup**-**&**gt**; **//Pricing/Calculations// -**> ****Rounding Setup**** **a user can decide how many significant digits will be **used in calculations **on the cart and how many decimal places will **be **shown to the user**. **In the picture below are settings for three fields: \\ ** | + | &**lt**;**note**> **There is always at least one ******Default**** **rounding rule which is **used in **all **calculations **whenever specific values are not provided. This rounding rule can **be **edited**. **</note>** |

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- | **{{ pricingcalculations:roundingsetup.jpg }} ** | + | **Since **the ****Rounding Setup**** **on Quote 1.0 differs from **the **one in Quote 2**.**0**, **they are covered separately **in the **following text**. |

- | **;#;//Figure A - Rounding Setup//;#; ** | + | |

- | **\\ ** | + | |

- | **There must be at least one Default setting which cannot be deleted, this will be used for all calculations and rounding whenever specific values are not provided. To add a new setting, click **the ****Add New**** **button at **the **top of the screen**. **To edit or delete a setting click {{Wiki::roundingsetupb2.png}} and {{Wiki::roundingsetupb3.png}} respectively. \\ ** | + | |

- | **For Default**, **the value of Number of Decimals **in **Calculations is **the **maximum possible value**. **Number of Decimal when Rounding is two, which will be applied if it is left empty. The following picture shows the //Add New// page: \\ ** | + | |

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- | **{{ pricingcalculations:addnewrounding**.**jpg }} ** | + | **=== Adding New Rounding Rules in Quote 2**.**0 ===** |

- | ;**#;**/**/Figure B - **Rounding Setup - Add New**//;#;**\\ | + | **\\ ** |

| + | ** - Go to **Setup** >**; ****Pricing**/**Calculations** > ****Rounding Setup****. \\ The list of existing rounding rules displays. ** |

| + | ** **- **Click ****Add New****. \\ The list of columns on quotes for which rounding rules can be set displays. ** |

| + | ** - Select the column for which you wish the rounding rule to be applied. \\ Rounding preferences are displayed. ** |

| + | ** - Enter a number of decimals to be used in calculations. ** |

| + | ** - Enter a number of decimals to be used when performing rounding. ** |

| + | ** - Select checkboxes next to the currencies to which the rounding rules are applied. \\ The **Select All** checkbox can be used to instantly select all options. ** |

| + | ** - Click **Save**. **\\ |

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- | **The drop down contains all available cart fields**. **If //Number of Decimals// in //Calculations// is left empty, the default value will be applied. \\ ** | + | **{{:adminhelp:pricingcalculations:cpq_1905_rounding_setup_quote_2_0**.**jpg?700}}** |

- | **<note>Changes will not be visible on the //User Side// until you Exit Setup.</note>** | + | |

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- | **==== Rounding **for **Extended Amount ====** | + | **<note> Identical currencies cannot be selected twice **for **the same quote column. </note>** |

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- | **When setting up a different number of decimals for displaying or calculating an item/total field, it is not enough to change the rounding setup for that field. Since different cart field mathematics are executed (on adding/updating items to the cart, changing that field value, etc.) we must know to what decimal place numerical values (cart fields that other fields depend on) in the mathematical logic are rounded off. ** | + | =**== Adding Rounding Rules **in **Quote **1.**0 **=== |

- | ** ** | + | |

- | ** * All Item Fields - Direct ver. 1 ** | + | |

- | ** * Product type all fields - Direct ** | + | |

- | ** * Total All Calculation ** | + | |

- | ** ** | + | |

- | **Field //**Extended Amount**// is calculated as follows: ** | + | |

- | ** ** | + | |

- | ****ExtendedAmount** **= ****Qty** * **NetPrice** ** | + | |

- | ** ** | + | |

- | **So, **NetPrice** should also be included **in **rounding setup. ** | + | |

- | ** ** | + | |

- | ****Net Price** is calculated as follows: ** | + | |

- | ** ** | + | |

- | **So, **NetPrice** = **ListPrice** * (**1 **- **DiscountPercent**) * **Multiplier** ** | + | |

- | ** ** | + | |

- | ****List Price**, **Discount Percent** and **Multiplier** should also be included**.** ** | + | |

- | ** ** | + | |

- | **Take a look at this example of setting an //**Extended Amount**// using four decimals in calculations and four decimals when rounding: ** | + | |

- | ** ** | + | |

- | **{{:adminhelp:pricingcalculations:rounding_setup.png|}} ** | + | |

- | ** ** | + | |

- | ===**= Rounding options ==== ** | + | |

- | **<note> ** | + | |

- | **As this change could impact several aspects of how the SAP CPQ system operates, and to protect against unintended consequences, it can only be performed by the SAP Sales Cloud Customer Support team. Please contact them for assistance with this feature. ** | + | |

- | **</note> ** | + | |

- | ** ** | + | |

- | **SAP CPQ offers an option for administrator to choose what method of rounding will be used in their environment. Two rounding method are available, and they are described in the following few lines.** | + | |

| \\ | | \\ |

- | * **“Away from Zero” **- **When **a number **is halfway between two others, it is rounded toward the nearest number that is away from zero** | + | **- Go to ******Setup** > **Pricing/Calculations** > **Rounding Setup**. \\ Two parameters and the list of existing rounding rules displays. ** |

- | *** “To Even” **- **When **a number **is halfway between two others, it is rounded toward the nearest even number** | + | ** **- **Click **Add New**. \\ The list of columns on quotes for which rounding rules can be set displays. ** |

| + | ** - Select the column for which you wish the rounding rule to be applied. \\ Rounding preferences are displayed. ** |

| + | ** - Enter **a number **of decimals to be used in calculations.** |

| + | - **Enter **a number **of decimals to be used when performing rounding. ** |

| + | ** - Click **Save**.** |

| | | |

| + | === Rounding Options for Quote 1.0 === |

| \\ | | \\ |

| + | There are two available parameters in **Pricing/Calculations** > **Rounding Setup** that can be applied to the rounding logic you wish to be used in your environment. |

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- | **In **the **next table, **a **few examples **are **provided** | + | ** * **Types of Decimal Rounding** - This parameter determines **the **rounding method which will be applied to **a **certain rounding rule. Its values **are**: ** |

| + | ** * **Rounding Away from Zero** - When a number is halfway between two other numbers, it is rounded towards the nearest number that is away from zero. ** |

| + | ** * **Rounding to Even** - When a number is halfway between two other numbers, it is rounded towards the nearest even number. \\** |

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| ^Original number^"Away From Zero" method^"To Even" method ^ | | ^Original number^"Away From Zero" method^"To Even" method ^ |

| |-3.5|-4|-4| | | |-3.5|-4|-4| |

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- | **==== Troubleshooting ==== ** | + | ** * **Fix Quote Amount After Currency Conversion** - This parameter checks if there is a difference between the total net price and the summed (and rounded) extended amount. If there is a difference, that amount is added to: ** |

| + | ** * The item with a maximum extended amount if the **Fix Items** value is selected. ** |

| + | ** * The total amount if the **Fix Totals** value is selected.** |

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- | **Some possible problems with number rounding are listed below.** | + | **=== Rounding for Extended Amount ===** |

| \\ | | \\ |

- | ** * Cart values **are **displayed with **a decimal **place shortcut**, **which **is the **result of a **rounding **setting**. **One way users can extend the decimal place is by setting an appropriate value **on the **Rounding Setup page. Another way is to set an appropriate **value **of the application parameter, //Cart currency rounding error fix option// in the //Shopping Cart **and **Quotes// tab of Application Parameters. This application parameter controls if a difference exists between the total net price and summed (and rounded**) **extended amount. If there is a difference, then the delta is added **to **the item with a maximum extended amount value. ** | + | **When you **are **setting up **a **different number of **decimal **places for displaying or calculating **Item** or **Total** columns on quotes**, **it **is **not enough to simply change **the rounding **setup for that column**. **Since different quote columns’ mathematics are executed (on adding/updating items **on the **quote, changing that column **value and **so on**) **you must know **to **what **decimal **place numerical values **(**quote columns that other columns depend on**) **in **the **mathematical logic are rounded off**. |

- | ** * The Total NRC discount amount exists in SAP CPQ, although neither of the items has a discount value set. This may appear as a result of calculation error, which can be caused by an invalid setting in the Rounding section. One example of this would be items, which have an extended amount with a **decimal **residue **(**e.g. 100.5**)**. If **the **value of the rounding setting is not greater than zero, the value right of the decimal separator may be truncated, leading to the rounding issue**. | + | |

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| + | * All Item Fields - Direct ver. 1 |

| + | * Product type all fields - Direct |

| + | * Total All Calculation |

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| + | * **Extended Amount** is calculated as follows: |

| + | **ExtendedAmount** = **Qty** * **NetPrice** |

| + | So, **NetPrice** should also be included in the rounding setup. |

| + | * **Net Price** is calculated as follows: |

| + | **NetPrice** = **ListPrice** * (1 - **DiscountPercent**) * Multiplier |

| + | **List Price**, **Discount Percent** and **Multiplier** should also be included. |

| + | |

| + | === Troubleshooting === |

| + | \\ |

| + | Some issues may occur when the rounding is applied to quote columns. |

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| + | * The Total NRC discount amount exists in SAP CPQ, although neither of the items has a discount value set. This may appear as a result of a calculation error, which can be caused by an invalid setting in the Rounding section. One example of this would be items, which have an extended amount with a decimal residue (for example, 100.5). If the value of the rounding setting is not greater than zero, the value right of the decimal separator may be truncated, leading to the rounding issue. |