How The 'Extended Price' Works On Quotes And Orders

Post date: Aug 25, 2020 6:31:44 PM

On QUOTES: When the qty ordered OR the unit price CHANGES, OR the 'cost multiplier' button is clicked, it triggers the re-calculation of the extended price as detailed below:

Qty Ordered X Unit Price  = Extended price

and then the extended price shown on the screen is immediately updated.  In the case of a QUOTE, the 'extended price' is just the amount we expect to bill, in total, if and when it becomes an order.  The 'qty shipped' isn't a factor on quotes.

On ORDERS: When the qty ordered OR the qty shipped OR the unit price CHANGES, it triggers the re-calculation of the extended price using the qty SHIPPED instead, as detailed below:

Qty Shipped X Unit Price  = Extended price

and then the extended price shown on the screen is immediately updated.  This way, the extended price always shows what we are shipping at the time, not just what was originally ordered times the unit price.  This allows some of the other screens to calculate what's left to be billed on the order, what's already been billed, and whether or not the contract and change order totals match what's already been billed AND what remains.

If you UPDATE the extended price to a DIFFERENT amount, then it will remain at that amount, even if it's NOT EQUAL TO the quantity times the unit price.  This is to allow for cases where the extended price has to be ROUNDED by the user.  (For example, selling 3 doors for a total of 1000.00: the unit price has to be 333.33 each, but 3 X 333.33 = 999.99, so we have to manually set the extended price to 1000.00.)  But at any time AFTER you update the 'Extended price', if you change any of the fields referenced above, it will STILL recalculate the extended price.