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The value calculated by SFMFormula is different from the value stored in SalesForce.

The value calculated by SFMFormula is different from the value stored in SalesForce.

The value calculated by SFMFormula is different from the value stored in SalesForce.

Hi. Servicemax Support Team  & everyone

This is Enhancement request . I would like Servicemax team to improve it soon.

The value calculated by SFMFormula is different from the value stored in SalesForce.

There is a fatal bug in calculating "%" of SFMFormula.

Since calculation of "%"  is different from appearance, it is cautionful, but we want to calculate estimate with offline mobile application, so we can not find any countermeasure.

Let the user enter the discount% number, When calculating the amount with SFM Formula, different values ​​are saved when checking the item value in Salesforce.

If this is not done, the monetary amount will not be displayed correctly when displaying the service report in the mobile application.

ex) When calculated discounted by SFM, when it is calculated blurred above.

On the screen of SFM Estimate, it looks like 5.00, but actually the value of 5.000 .... 4 is saved. In case

SVMX Estimate Screen

upper1.PNG

"SalesForce Real Value" after Save

upper.png

ex) When calculated discounted with SFM, when it is calculated blurred below.

On the screen of SFM Estimate it looks like 100.00 but the actual value of Salesforce is 99.9999 ... 7.

SVMX Estimate Screen

lower1.PNG]

"SalesForce Real Value" after Save

lower.PNG

ex) SFM Formula Sample include "%"

(sample1)  $D.Labor.Price_Per_Unit__c * ( 1 -  ($D.Labor.SVMXC__Covered__c /100 ))

(sample2) $D.Labor.Price_Per_Unit__c  * ( 1 - ( $D.Labor.Discount_P__c /100))

thanks,

hagi

What is the underlying problem do you intend to solve with this idea?
1.In the first place the stored value differs from the screen2.It is incompatible with Order,Invoice etc.3.The monetary amount is not displayed correctly when displaying the service report in the mobile application.
How is the problem being addressed today, if at all?
The service report customizes the value to hide or display the amount.
Product Area?
Mobile Field Service Management Parts Management Reporting & Analytics Warranties & Contracts Work Order Management
What version of ServiceMax are you on?
Summer 16
2 Comments
Pastry Chef
Pastry Chef

Hello R Hagiwara​. We have observed the same thing which has caused issues between our CRM and our ERP. In SMax we display the value on the Service Report to the customer while on-site. However, when the value is passed through integration to our ERP for the invoice, the value is slightly different.

Depending on rounding rules, the few cents difference could actually mean that the value rounds up or rounds down causing a discrepancy between Service Report and Invoice which is a customer-facing issue. I agree. SMax should display the exact same value as in the SFDC database.

service report​ invoice​ rounding​ salesforce​

Grill Chef
Grill Chef

HI.

@Michael Majerus ,Thank you for agreeing.

If these values are displayed in Servicemax's service report(PDF), an incorrect value will be displayed.

I have found a way to display the same value as the screen as a workaround, but need a more testing.

If it is a valid method, it will be appended later.

*However, since it is only a workaround, Servicemax should perform correct calculation and retain the correct value.

regards ,

hagiwara