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Proliance allows a high degree of control over how currency values are displayed. When currency values are displayed in the WebUI, the following currency display characteristics are considered:
Generally, currency formatting is dependent on the following factors:
Contracts, Invoices, and Change Orders are special cases in how they handle currency. You can set a baseline currency and precision in a Contract document, and these settings also apply to related Invoice and Change Order documents.
Displaying Currency Values
Within Proliance documents and document reports, currency values are formatted according to the current user's format locale preferences, as set in their My Preferences dialog. With the exception of Contract-related documents, currency precision and currency symbols are displayed according to the baseline currency set for the workspace in which the document resides.
In Proliance registers and register reports, currency values display significant digits only, regardless of the format locale.
When the register data is exported into Microsoft Excel, the currency values also display significant digits only.
Calculating Currency Values
Proliance will use the precision defined in the workspace's baseline currency as the calculated currency precision. For example, if the minimum unit of the baseline currency is $0.01, Proliance sets the default currency precision to two decimal places.
The currency precision you specify for a baseline currency applies to all documents within the workspace, with the exception of Contract, Change Order and Invoice documents. These three documents can use a currency precision different from that of the selected workspace baseline currency. This can be useful in a number of business related circumstances. For example, a courier company expects to be paid the full amount in dollars and cents, regardless of the currency precision used in the workspace.
Keep in mind the following rules regarding currency precision and calculations:
Proliance uses standard rounding/truncating rules when applying currency precision. On calculated currency amounts, Proliance rounds to the precision point and then truncates all subsequent digits.
Once you've specified a workspace-wide currency precision, Proliance will truncate it if you attempt to enter a value greater than the allowable precision.
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