How to give a roundoff/discount on the total value of a Sales invoice

Finance and Operations/AX Developer Forum
1

Hi,

I would like to know, how to give a roundoff/discount on the total value of a Sales invoice.

Example

I tried POSTING–INVOICE----TOTAL (Button), the screen has a field ROUND OFF - , if i can input ( -.39), then it could solved the whole issue, unfortunately it is not saved.

Unfortunately round off are more needed in Sales Order/Invoices

Regards,

Rama prasad

2

HI,

In General Ledger > Setup > Currency - Rounding rule is given for Sales Order, Purchase order & other.

define your rounding option over there system will calculate auto rounding.

You also need to define Account for Rounding amount form “accounts for automatic amount”

Thanks & Regards

Ankit Soni

3

Hi Ankit,

Thanks for you Replay. when i am given round off setup in currency tax amount also rounding. but i want only invoice totals means

item amount + tax amount = invoice amount(rounding amount)

100.23+10.33 = 101

Reagards,

Rama prasad

4

Hi Ankit, Thanks for you Replay. when i am given round off setup in currency tax amount also rounding. but i want only invoice totals means item amount + tax amount = invoice amount(rounding amount) 100.23+10.33 = 110 roundoff is = 0.56 You have any solution in this please help me. Reagards, Rama prasad

5

HI,

Round off for Tax will be define at

General ledger > setup > sales tax code > Calculation > round off.

from this setup Tax amount will be round off.

Thanks & Regards,

Ankit Soni

6

Hello,

The round off will be valid for the complete SO/ PO amount. Also, for specifying how much you wnat to round off, you will need to go to GL Parameters.

Parameters → Ledger → Max penny difference allowed

And the Parameters → Ledger → Max Penny rounding in secondary currency

Also, specifically for Sales Order:

You could go to the exchange rates, select the exchange rate(currency) that you are using and under the Round off tab give the amount for which you want the round off to be applicable.

7

And ankit is right, for Tax round off you could specify the round off amount in the Sales atx code under the calculation tab.