Selling Units (Month unit)

The 'Month' unit requires some advanced settings to auto calculate accurately over many months due to the 28~31 days a month variations. The following settings will get your Month unit calculating as intended.

  1. Go to Setup > Item Related > Selling Units.
  2. Click the Month unit to edit, or if you don't already have a Month unit then click the New Selling Unit button at the top to create a new unit.
  3. The Unit Description field can be any description you like; however Month or Monthly are most common for this unit.
  4. Set the Time Span field to 30.43687
    This is the average number of days in a month.
  5. Select Day from the Interval dropdown.
  6. Check the Base on Calendar Day (Exclude Times) checkbox.
    This will prevent the calculations from being time sensitive, and will just calculate based on days.
  7. Set the Grace Period to 72
    We need a few days grace period to allow for the variance between 28 to 31 day months. Some scenarios may allow customers an extra day or two grace, however the above set up provides the most accurate auto calculation over many months.
  8. All other fields in all tabs should be blank or unchecked.
  9. Click the Save Changes button towards the bottom after you're done.

Set a maximum on the Week unit

If the Month unit is set against an item that also has a Week unit, then you should set the Maximum attribute on the Week unit to 4 so that you can only charge 4 Weeks max, and the auto calculate feature will then move to the Month unit as the hire period increases. This avoids a 5 Week calculation in the case where you have a Month unit set up against the item. If you have any items that use the Week unit but do not use Month unit, the Maximum setting will have no affect, and these items will increment to 5 Weeks, 6 Weeks, and so on.

  1. Go to Setup > Item Related > Selling Units.
  2. Click the Week unit to edit.
  3. Enter 4 in the Maximum field on the first tab.
  4. Click the Save Changes button towards the bottom after you're done.


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