Standard Rounding Rules
All Transactions display quantities in 5 decimal places. The item is then rounded to the quantity decimals setup on the item. For example, if the item is set to round to 4 decimals the quantity will have 1 trailing zero in the numeric textbox.
If an item is managed by units only…
- Requires whole units→Round units to next whole number
- Does not require whole units→Round units to Item’s Quantity Decimals
If an item is managed by weight only…
- Requires whole units→Round weight to Item’s Quantity Decimals
- Does not require whole units→Round weight to Item’s Quantity Decimals
If an item is managed by units and weight…
Is fixed weight…
- Requires whole units…
- Round the units value to the next whole number
- Convert the rounded units value to the weight value
- Round the weight value to the Item’s quantity decimals
- Does not require whole units…
- Round the units value to the Item’s quantity decimals
- Convert the rounded units value to the weight value
- Round the weight value to the Item’s quantity decimals
Is variable weight…
- Requires whole units…
- Round the weight value to the Item’s quantity decimals
- Convert the rounded weight value to the units value
- Round the units value to the next whole number
- Does not require whole units…
- Round the weight value to the Item’s quantity decimals
- Convert the rounded weight value to the units value
- Round the units value to the Item’s quantity decimals
Calculate on the Fly Rules
“Calculate on the fly” conversion rules pertain to when an item and/or its corresponding values, such as weight, units, or UOM, are changed on an open transaction. The rules below dictate what occurs when a specific change occurs on an open transaction, depending on the item’s setup.
When an item is changed on a transaction…
- Resets all values and sets default values for Unit UOM and Weight UOM from the Item’s setup
- If the item is managed by units only→disables the weight fields
- If the item is managed by weight only→disables the units fields
When units are filled…
Item is managed by units only…
- Requires whole units→Rounds units to the next whole number
- Does not require whole units→Rounds units to the Item’s quantity decimals
Item is managed by units and weight…
- Is fixed weight…
- Requires whole units….
- Rounds the units value to the next whole number
- Converts the rounded units value to the weight value
- Rounds the weight value to the Item’s quantity decimals
- Does not require whole units…
- Rounds the units values to the Item’s quantity decimals
- Converts the rounded units value to the weight value
- Rounds the weight value to the Item’s quantity decimals
- Is variable weight…
- Requires whole units…
- Rounds the units value to the next whole number
- Converts the rounded units value to the weight value
- Rounds the weight value to the Item’s Quantity Decimals
When the units UOM is changed…
Item is managed by units only…
- Does nothing
Item is managed by units and weight…
- Is fixed weight…
- Requires whole units…
- Uses the units value to multiply by the conversion value to update the weight value.
- This assumes that since the unit value was already entered, the UOM change was not meant to affect the unit value.
- Rounds the weight value to the Item’s quantity decimals
- Uses the units value to multiply by the conversion value to update the weight value.
- Does not require whole units…
- Uses the units value to multiply by the conversion value to update the weight value.
- This assumes that since the unit value was already entered, the UOM change was not meant to affect the unit value.
- Rounds the weight value to the Item’s quantity decimals
- Uses the units value to multiply by the conversion value to update the weight value.
- Is variable weight…
- Requires whole units…
- Uses the weight value to multiply by the conversion value to update the unit value.
- Rounds the units value to the next whole number.
When the weight is filled…
Item is managed by weight only…
- Requires whole units→Rounds the weight value to the Item’s quantity decimals
- Does not require whole units→Rounds the weight value to the Item’s quantity decimals
Item is managed by units and weight…
- Is fixed weight…
- Requires whole units…
- Rounds the weight value to the Item’s quantity decimals
- Uses the rounded weight value to multiply by the conversion value to get the new units value
- Round the new units value to the next whole number
- Uses the rounded units value to multiply by the conversion value to update the weight value
- Rounds the weight value to the Item’s quantity decimals
- Does not require whole units…
- Rounds the weight value to the Item’s quantity decimals
- Uses the rounded weight value to multiply by the conversion value to get the new units value
- Round the new units value to the Item’s quantity decimals
- Uses the rounded units value to multiply by the conversion value to update the weight value
- Rounds the weight value to the Item’s quantity decimals
- Is variable weight…
- Requires whole units…
- Rounds the weight value to the Item’s quantity decimals
- Used the rounded weight value to multiple by the conversion value to get the new units value
- Rounds the units value to the next whole number
When the weight UOM is changed…
Item is managed by weight only…
- Does nothing
Item is managed by units and weight…
- Is fixed weight…
- Requires whole units…
- Uses the units value to multiply by the conversion value to update the weight value
- Rounds the weight value to the Item’s quantity decimals
- Does not require whole units
- Uses the units value to multiply by the conversion value to update the weight value
- Rounds the weight value to the Item’s quantity decimals
- Is variable weight…
- Requires whole units…
- Uses the weight value to multiple by the conversion value to update the units value
- Rounds the units value to the next whole number
- Does not require whole units…
- Uses the weight value to multiple by the conversion value to update the units value
- Rounds the units value to the Item’s decimal places
Note: All inventory is reported in the Item’s reporting UOM, including Lots.