Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
When sending quotations to customers you may need to change the default number of decimal places that display within the Quote table. You can amend the number of decimal places for the following fields within a Quote table:
Cost Price
Unit Price
Discount Per Unit
Unit Price After Discount
Net Discount Value
Gross Line Value
Line Tax Value
Net Line Value
Lines
Step 1: Navigate to Quote Table Configure Option
Click here to navigate to the Quote Table Configure option. You'll be taken to a list of Quote tables that you currently have configured. The default Quote table typically in use is B2B_EX. Click the pencil icon to edit the Quote table.
Step 2: Configure Columns
Scrolling down to the 'Configure Column' button will open the Table and allow you to make modifications to the Quote Table.
Step 3: Edit the Price field
Edit the format of the price field you wish to set the decimal places for by using the spanner icon.
If you needed to add the field then you can select the 'Add Columns' button in the top right-hand corner.
You now can change the Decimal places shown in the Quote table using the Configure pop-up window. By default, this will show as [auto] but you can overwrite this.
Lines (Legacy)
Step 1: Navigate to Quote Table Configure Option
Click here to navigate to the Quote Table Configure option. You'll be taken to a list of Quote tables that you currently have configured. The default Quote table typically in use is B2B_EX. Click the pencil icon to edit the Quote table.
Step 2: Enter Default No. of Decimal Places
Within the side bar, enter the number of decimal places you require as the default. For example, if you wish to show the unit price as £11.00 enter '2'.
