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Version: 8.1Sales EnterpriseSales Commerce

Order and Contract Management FAQ

How can I change product properties in the order?​

You can change values of Price, Quantity, Unit of measure, Discount, Tax and Tax, % fields in Products editable list on the order page or open the product in order mini page (Fig. 1)

Fig. 1 Open product in order mini page
Fig. 1 Open product in order mini page

How is tax amount calculated when a product is added?​

Out-of-the-box, the tax amount is included in the product price that you enter in Creatio. To change this logic, clear the Default value checkbox in the “Price includes taxes” (“PriceWithTaxes” code) system setting. When the setting is disabled, creatio calculates tax as percentage of order amount and adds it to totals.

How is product price calculated in the order?​

The price of a product in order is always converted to the order currency. When you add a product to the order the price of the product is converted to the order currency automatically. Creatio uses values specified in the Currencies lookup to convert prices. Also, Creatio stores price, amount and total values in base currency for every product in the order. These values are used when you create an invoice or contract based on the order.

Prices in the order are recalculated automatically only if the order currency changes.

If the currency exchange rate changes drastically before order confirmation, you can remove products from the order and re-add them. All prices and total cost will be recalculated according to the current exchange rate.

The same price calculation mechanisms work for invoices and contracts. It is based on business processes. You can manage the price calculation mechanism with the following system settings:

  • “Calculate Order product total with the process” (“CalcOrderProductTotalWithProcess” code)
  • “Calculate Invoice product total with the process” (“CalcInvoiceProductTotalWithProcess” code)
  • “Calculate Contract product total with the process” (“CalcContractProductTotalWithProcess” code)

Can I use different currencies for orders and their invoices?​

In Creatio you can change the currency on any step of sales process. For example, when selling products or services to foreign customers, you can keep information on products in the opportunity and order in Creatio base currency and issue invoices in the needed foreign currency at the exchange rate available on the date of invoice.

See also​

Create an order

Create a contract from an order

Resources​

Managing orders and invoices