Smart rounding (form) [AX 2012]

Updated: November 17, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Price/discount > Smart rounding.

Use this form to create price rounding rules. Price rounding rules help you control your price endings per price break and per currency. The rules can be:

  • Used automatically after currency conversion.

  • Applied manually to trade agreements after a bulk update of the trade agreements.

This scenario is an example of how to use smart rounding for price rounding rules:

Your legal entity has defined price ending policies for each currency that it trades in and, for some currencies, it also decides on noncomplex smart rounding rules:

  • All prices under 1,000 after currency conversion must have the price ending #9,95.

  • Every amount between #9,95 and #3 must be rounded down to the nearest #9,95.

  • Everything else must be rounded up to the nearest #9,95.

You enter the rounding rules in the Smart rounding form as follows:

Unit price from

Unit price to

Syntax

Lower limit

Upper limit

0,00

1,000.00

#9,95

#3

#3

Run the price simulation to apply the rounding. You see these price examples as the result:

Price example before rounding in EUR

Price example after rounding in EUR

12,50

9,95

13,50

19,95

700,00

699,95

NoteNote

To apply smart rounding automatically after currency conversion, select the Apply smart rounding after currency conversion option. Find this option on the Prices tab in the Accounts receivable parameters form. To apply smart rounding manually to a trade agreement, click Adjustment, and then Apply smart rounding on the Journal lines, price/discount agreement form.

The following tables provide descriptions for the controls in this form.

Tab

Description

Smart rounding rules

Open tab to set up individual rules. Alternatively, press the Populate default rules button to populate the list with default rules. You set up smart rounding rules for each Rounding version.

Rule simulation

Open to set up the test of the rules that you have created. For each Rounding version, enter price examples. After which, run a simulation. This applies your rules and then gives you the result.

Rounding version members

Add or remove Rounding version members from the selected Rounding version.

NoteNote

A rounding version member is one or more currencies that are associated with a Rounding version. Each Rounding version uses a specific set of smart rounding rules set up in the Smart rounding rules FastTab.

Button

Description

Populate default rules

Populate the smart rounding grid with a set of default smart rounding rules. Use these rules to understand how you can build rules of your own.

Fields

Description

Rounding version

Enter, edit, or view the unique identification of the price rounding version. The identification has a maximum of 10 characters.

Name

Enter, edit, or view the name of the new Rounding version or view the name of the selected Rounding version.

Unit price from

Enter the lower value for when to round a unit price.

Unit price to

Enter the upper value for when to round a unit price.

Syntax

Enter the syntax for the rule. You use the notation of # to precede the rounding that you want to use.

Lower limit

Enter the rounding limit point. This decides the lower limit for rounding down.

Upper limit

Enter the rounding limit point that decides the lower limit for rounding up.

Price example before rounding

Enter the price that you want to test the rules against.

Price example after rounding

View the outcome of the rounding rule simulation that uses the price entered in the Price example before rounding field.

Currency

Select the currency to become a member of the selected Rounding version.


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