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…

• Does not require whole units…

Is variable weight…

• Requires whole units…

• Does not require whole units…

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….

• Is variable weight…

  • Requires whole units…

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…

• Is variable weight…

  • Requires whole units…

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…

• Is variable weight…

  • Requires whole units…

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…

• Is variable weight…

  • Requires whole units…

• Does not require whole units…

Note: All inventory is reported in the Item’s reporting UOM, including Lots. 

Conversion Rules for Non Default UOMs

Any Items that are saved on a transaction that have the units and/or weight UOMs set to the Default Inventory Unit UOM or Default Inventory Weight UOM, there is no need for any conversions and we will save the “Effect On Inventory” as the amount filled in by the user. The interface will uphold the Require Whole Units, Fixed Weight vs Variable Weight, Unit Decimals, Weight Decimals, etc.

If any items that are saved in a non default unit of measure (Inventory Unit UOM or Inventory Weight UOM), then the following calculations will happen:

Item is managed by units only...

• We convert the Unit quantity from the transaction to the default unit UOM quantity rounded to the unit decimals precision

• We then save the effect on inventory unit of measure and the conversion rate used at that time

• At this time, there is no UI for these fields but will be soon