Round Off Option required in all forms

Required auto rounding option across all forms.

  1. Sales Order
  2. Credit Notes
  3. Sales Quote
  4. Purchase Order
  5. Purchase Invoice

Please have a look

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What is your justification for this capability on each of the transaction types? Using your numbers,

  1. Sales order—a sales order is an internal document. What is the point of rounding before seeing the final sales invoice figures?

  2. Credit notes—these must always be for exact amounts or you risk the possibility of issuing a credit note for only a portion of a receivable or over-refunding.

  3. Sales Quote—rounding already exists.

  4. Purchase order—you would rarely, if ever, know whether a supplier will round off their sales invoice. So no rounding should occur at this stage of your workflow.

  5. Purchase invoice—a purchase invoice must match the supplier’s sales invoice. What guarantee do you have that your rounding algorithm will match the supplier’s?

@Tut when you are converting between transaction types. E.g. sales quote to sales order. Or sales invoice to credit note and want to preserve the total amount, then rounding is needed on these transaction types.


I can understand the acceptability when copying. My concern is with independent rounding. So:

  1. Since a rounded sales order could start an internal workflow, rounding is harmless.

  2. When a rounded transaction is copied to a credit note, rounding is acceptable. But it could be troublesome otherwise.

  3. As already stated, the capability exists for sales quotes.

  4. I don’t believe a purchase order should be rounded except in response to a rounded purchase quote. And then, you would need a method to ensure you are rounding the same way the supplier did.

  5. Same basic concern for purchase invoices.

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Dear Tut,

  1. You cannot say sales order is internal document.
    a. I use to share it to customer for pre payment before making final Invoice.
    b. Since we are tracking pending sales orders with Invoice it always shows partially invoiced when value is not matched
  2. I didn’t understand your point. What you mean by exact amount!!! Hope its always good to have option. Using or not using left to individual requirement.
  3. Sorry typed by oversight!!!
  4. Even in purchase order when supplier raised invoice and they round down it’ll show partially invoiced
  5. When we’ve option to round off. I don’t think there is more complex either you round up or round down.

It avoid adding row in purchases

Sorry but yes he can. See for example Sales order definition — AccountingTools and also other discussion in Manager Forum.

From the link (emphasis added):

A sales order is a document generated by a seller for its internal use in processing a customer order.

That you use it for external purposes is possible but not what Sales Orders are meant for. You can provide a customer with a Sales Quote. Any receipts including pre-payments by a customer are always against an invoice (hence the ability to add receipts in the Sales Invoice view screen) and never against a Sales Quote or Order. Manager can not control abuse of how people use it but it should ensure that any user who does follow normal accounting practices can do so.

Same is valid for Purchase Orders, Invoices, etc.

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Sorry I forget to mention in detail. I agree sales order is internal document. Normally we use Proforma Invoice for advance release. As Proforma Invoice function not available I’m changing name and using sales order as Proforma Invoice.

A proforma invoice is a preliminary bill or estimated invoice which is used to request payment from the committed buyer for goods or services before they are supplied.
A proforma invoice includes a description of the goods, the total payable amount and other details about the transaction

And whether its internal or external its no harm in providing rounding option if I’m not wrong.

Thank you.

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Please note that also a proforma invoice is not the same as an invoice in the sense that it may quote the amount to be paid but is not an instruction for payment as an invoice in essence is the bill to the customer against which any payment including pre-payments are made.

A sales quote, with a custom title, should be used for pro forma invoices. And the capability you seek is already available there. See the Guide: Create sales quotes | Manager.

Yes, but your request #4 was for rounding on purchase orders, which are sent prior to receiving the supplier’s sales invoice and entering it as a purchase invoice. You do not know whether or how the supplier will round, so your suggestion has the potential for built-in problems. Remember, you can always add separate rounding line items that exactly match supplier documents.

You are assuming the supplier will have and use the same options as are available in Manager. They may round to nearest unit, or 10 units, or 100 units of currency. They may round to an intermediate value, such as rounding 947 to 950. They may round according to denominations of currency in circulation. (Not all currencies allow payments in exact units.)

Further, some jurisdictions require taxes to be applied on unrounded amounts, while others require taxes on rounded amounts.

The points I am making are that rounding is not as simple an issue as you seem to think and practices vary in different jurisdictions. Therefore, your suggestions, which match your personal workflow, could cause problems for other users.

I’m not understanding why you guys making requirement so complicated.
Its an option I’ve asked. When option is available if you need you use otherwise disable it simple and straight!!!