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Decimal Precision

OVERVIEW

FullAccess users can set and display higher precision values, up to eight places, for currencies within the application.

Many customers have SKUs that are less than a cent; CPQ Cloud allows you to define precision in Currency attributes to help maintain smaller price values. You will be able to set decimal place precision for different currencies at the Host Company level. In addition, individual Currency attributes can have their own decimal precision.

ADMINISTRATION

ClosedSetting Decimal Precision: Host Company 

This section will show you how to set the default display for decimal precision, per currency, at the Host Company Level.

It is considered best practice that stored and displayed precision be equivalent, unless a discrepancy is expected behavior.

  1. ClosedNavigate to the Host Company Info page.
    1. Click Admin to go to the Admin Home Page.

    2. Click Host Company in the General section.

      The Host Company Info page appears.

  2. In the Supported Currencies section, set the Precision for each of the supported currencies.

    1. Displayed precision cannot be greater than what is stored.
  3. Click Update to save your changes.
    1. Parts will show the default stored precision of the Host Company.
      Stored precision values must match in test and production environments in order to migrate anything.

ClosedSetting Decimal Precision: Currency Attributes

This section will show you to how to set display for decimal precision, per currency, for Commerce and/or Configuration currency attributes.

  1. Navigate to a ClosedCommerce or ClosedConfigurable currency attribute.

    1. Click Admin to go to the Admin Home Page.
    2. Click Process Definition in the Commerce and Documents section.

      The Processes page appears.

    3. For the Commerce Process that has the Currency attribute, confirm that Documents is selected in the Navigation drop-down and click List.

      The Document List page appears.

    4. For the main document, such as Quote, select Attributes in the Navigation drop-down and click List.

      The Attribute List page appears.

    5. Click the name of an attribute that has an Attribute Type of Currency.

      The Currency Attribute Editor page appears.

    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. Confirm that Product Families is selected in the Navigation drop-down and click List.

      The Supported Product Families page appears.

    4. For the Product Family with the Currency attribute, select Configurable Attribute in the Navigation drop-down and click List.

      The Configurable Attributes Administration List page appears.

    5. Click the name of an attribute that has an Attribute Type of Currency.

      The Text Attribute Editor page appears.

  2. Choose the decimal precision for each supported currency under Currency Properties.

    1. If this is left blank, display precision will default to the Host Company settings.
  3. Click Update to save your changes.
    1. If precision is exceeded upon saving a currency attribute, an error will tell FullAccess users if precision values need to be changed.

ClosedCurrency Attribute Hover Tooltip

A hover tooltip will appear if the stored precision is different than the displayed precision and the numbers are not equivalent. This functionality is available only on currency attributes. For more information, see Currency Attribute Hover Tooltip.


Use cases

See the examples below for typical user-side behavior.

ClosedScenario 1

In this scenario, the user searches for part "ABC" or configures a model that has a recommended item price.


ClosedScenario 2

In this scenario, the user edits a field manually and types in "0.7655" as the value. Once they click a "Save" action:


ClosedScenario 3

In this scenario, the user in Scenario 2 initially tries to enter "0.76555" and click Save. However the system throws an error saying precision is set to 4.

When formatting currency values in the Document Engine, precision will be pulled from the value provided in formatting function.


NOTES

RELATED TOPICS

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