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Custom Price Precision and Scale

Custom Price Precision and Scale (c5152)

c5152 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open downloadableinvoiceforms.xlsx.

Custom Price Precision and Scale (IMFE Edition)

Custom Price Precision and Scale - IMFE edition

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License: Private Use (not for distribution or resale). See our Terms of Use.

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DescriptionSizeDownload

Download this if you want this design to be set as the default template by the installer program.

3.44 MBDownload

Without database file. How to download and use

126 KBDownload

Download this if you have already installed IMFE, and are looking for additional customized templates; or if you want a template for Invoice Manager (Lite).

783 KBDownload

Detail

This sample shows how to change the precision / scale of the unit price, unit cost, line total, subtotal, paid and total due cells. For example, if you are a graphics business in New Zealand and want to calculate to a tenth of a penny (i.e. $000,000.062), you need to modify the default database fields.

To do the required calculations, the following database fields should be modified / reviewed.

Database TableFieldField Precision / Scale
CustomerAccountBalanceDecimal(12,4)
CustomerCreditDecimal(12,4)
InvHdrBalanceDueDecimal(12,4)
InvHdrShippingCostDecimal(12,4)
InvHdrPaymentsDecimal(12,4)
InvHdrTotalDecimal(12,4)
InvHdrSubtotalDecimal(12,4)
InvHdrTax1Decimal(12,4)
InvHdrTax2Decimal(12,4)
InvHdrEmailBalanceDecimal(12,4)
ProductPriceDecimal(12,4)
ProductCostDecimal(12,4)
InvBdyPriceDecimal(12,4)
InvBdyCostDecimal(12,4)
InvBdyLinetotalDecimal(12,4)

Note that if you use the Purchase Order and Quote worksheets, the related database tables, i.e. PurchaseOrderHdr and PurchaseOrderBdy, QuoteHdr and QuoteBdy, should be modified in a similar way too.

To modify a field:

  1. Click "Customers" on the "Invoice" ribbon tab.
  2. Click "Custom Field".
  3. Click "Advanced...".
  4. Click "Backup Database" to backup your database. This ensures you can easily return to a working database in case something goes wrong during the modifications.
  5. Choose "Customers" from the "Database table" list.
  6. Click to select the "Account Balance" field.
  7. Modify the field definition, so that the Precision section shows "12", and the "Scale" section shows "4". The field type "decimal" is not modifiable.
  8. Click "OK". This modifies the "AccountBalance" field to be "Decimal (12,4).
  9. Repeat the steps from 5 to 8 for all the fields shown on the table.

Once you have modified the database fields, the next step is to modify the invoice form so that it shows the required digits after the decimal point. To do this:

  1. Go to the "Invoice" worksheet if it is not already the active sheet.
  2. Push down the "Design Mode" button on the "Invoice" ribbon tab.
  3. Push down the CTRL key on your keyboard, and then without releasing the CTRL key, click all the cells that you want to modify the display format, for example all the price cells, subtotal and total cells.
  4. Right-click one of the selected cells, choose "Format Cells" from the shortcut menu.
  5. Go to the "Number" tab.
  6. Choose "Currency" from the "Category" list, enter "4" into the "Decimal Places" box. Set cell format dialog box
  7. Select whether you want to show the currency symbol.
  8. Click OK to modify the cell display format.
  9. Once you have done setting all the cell formats, click the "Design Mode" button again to exit design mode.
  10. Save the template.

You can also format the reports to show 4 digits. To do this:

  1. Go to a report worksheet, for example "Sales Report".
  2. Push down the CTRL key on your keyboard, click each column heading for which you want to set the format to select all the columns. Set column format for reports
  3. Right-click one of the select column heading, choose "Format Cells".
  4. Set the number format as described above.
  5. Once done, save the template.

Note that as of Invoice Manager for Excel version 7.12, the setting of database fields does not affect how the decimal numbers shown on the data list windows and various "Edit" windows, such as the "Invoices" data list window and "Customer Edit" window. However, the program does offer a hidden option that allows you to show 4 digits for the price fields on the data list windows. Contact us to find out how you can registry file to enable this. We're looking forward to upgrade Invoice Manager so that the program adjust the decimal formats automatically according to the changes made to the database fields.

Like other form designs here on InvoicingTemplate.com, How to Modify the Standard Fields is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013, 2016 or 2019.

Format and Specification

Template#c5152
NameCustom Price Precision and Scale
CategorySales Invoice Template
Release DateWednesday, April 24, 2019
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 / Excel 2019
Feature Gallery
Columns5
Lines12
Line Height (Points)18.00
Print Area$D$4:$L$47
Papaer Size / OrientationPortrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60