Adjusting Decimal Precision for Subscription Quantities on Work 365 Invoices

Applies to: Work 365, Dynamics 365 CRM
Audience: Billing Teams, Administrators

Overview

In Work 365, adjusting the decimal precision of subscription quantities on invoices ensures accuracy and consistency in billing records. This guide outlines the step-by-step process to modify decimal precision settings, improving clarity and maintaining a professional invoice presentation.

Steps to Adjust Decimal Precision

1. Access System Customizations

✅ Navigate to CRM Settings.
✅ Select Customizations.
✅ Click on Customize the System.

2. Locate the Invoice Line Entity

✅ In the Customization Window, expand the Entities section.
✅ Scroll down and select Invoice Line.

3. Modify the Quantity Field

✅ Within the Invoice Line entity, click on Fields.
✅ Find and select the Quantity field.

4. Set Desired Precision

✅ In the properties of the Quantity field, locate the Precision setting.
✅ Update the precision value to 2 decimal places.

Note: Setting the precision to two decimals is recommended for billing accuracy, especially for scenarios requiring detailed calculations.

5. Save and Publish Changes

✅ Click Save to apply the changes.
✅ After saving, select Publish All Customizations to ensure the updates take effect across the system.

Important Considerations

Impact on Existing Invoices: Adjusting the precision setting will affect how quantities are displayed on all future invoices. Review existing invoice templates to maintain consistency.

System Backup: Before making system-wide changes, it’s advisable to perform a backup of your current settings to prevent any unintended consequences.

Conclusion

By following these steps, you can standardize the display of subscription quantities on your Work 365 invoices, ensuring they are presented with two decimal places for improved clarity and professionalism.