CIC Currency and Related Formatting Settings in Screens and Reports
This section describes how data on Costpoint screens and reports are formatted to match your functional currency settings.
Each type of data is illustrated with sample data using the formats for the United States and the Netherlands. These illustrations show how the appearance of the data can be different for different currencies.
Dates/Times
Dates and times are all formatted for data entry, display, and printing using the formats associated with the functional currency. The formatting choices are the following:
- Dates: Order (MMDDYY, DDMMYY, or YYMMDD)
- Day-Month-Year separator
- Times: 12-hour or 24-hour format
- For 12-hour format: AM and PM strings
- Hours-Minutes-Seconds separator
This table provides some sample date/time data:
| U.S. | Netherlands | |
|---|---|---|
| Date with 2-digit year | 05/15/11 | 15-05-11 |
| Date with 4-digit year | 05/15/2011 | 15-05-2011 |
| Month and Day only | 05/15 | 15-05 |
| Time | 01:30:30 PM | 13:30:30 |
| Date/Time with 2-digit year | 05/15/11 01:30:30 PM | 15-05-11 13:30:3 |
| Date/Time with 4-digit year | 05/15/2011 01:30:30 PM | 15-05-2011 13:30:30 |
Numbers, Percents, and Currency Amounts (Data Entry)
Formats for data entry use the numeric format associated with the functional currency. When entering a number that includes a value (other than 00) after the decimal separator, you must enter the decimal separator (comma or period). You do not have to enter the thousands separator. Costpoint automatically adds it when you proceed to the next field. However, if you enter the decimal separator, it must be the selected separator of the functional currency. For negatives, you can enter the minus sign either before or after the number. Costpoint encloses the amount in parentheses if the data field is a currency amount and if the functional currency calls for parentheses around negative numbers.
As you finish entering data and move to the next field, the data you entered is reformatted. The reformatted display uses the thousands separator and decimal separator of the functional currency. If the number is negative, the reformatted display uses the format appropriate for your settings.
The negative format depends on the type of data. For numbers and percents, the negative format has a minus sign before the number. For currency amounts, the format is in accordance with the following functional currency specifications:
- Use of parentheses or a minus sign.
- Placement of the minus sign either before or after the number.
- Placement of the minus sign before or after the currency symbol.
Percents are displayed with a percent sign. Currency amounts are displayed without the currency symbol and are rounded to the number of decimal places specified for the functional currency.
Here are some examples of how entered data is entered and then reformatted when you move to another field on the screen:
| U.S. | Netherlands | |||
|---|---|---|---|---|
| Entry | Redisplay | Entry | Redisplay | |
| Number | 12.34 | same | 12,34 | same |
| 1112.34 | 1,112.34 | 1112,34 | 1.112,34 | |
| 1,112.34 | same | 1.112,34 | same | |
| -12.34 | same | -12,34 | same | |
| 12.34- | -12.34 | 12,34- | -12,34 | |
| Percent | 12.34 | 12.34% | 12,34 | 12,34% |
| 1112.34 | 1,112.34% | 1112,34 | 1.112,34% | |
| 1,112.34 | 1,112.34% | 1.112,34 | 1.112,34% | |
| -12.34 | -12.34% | -12,34 | -12,34% | |
| 12.34- | -12.34% | 12,34- | -12,34% | |
| Currency | 12.34 | same | 12,34 | same |
| 12.3 | 12.30 | 12,3 | 12,30 | |
| 1112.34 | 1,112.34 | 1112,34 | 1.112,34 | |
| 1,112.34 | same | 1.112,34 | same | |
| -12.34 | same | -12,34 | 12,34- | |
| 12.34- | -12.34 | 12,34- | 12,34- | |
In the above example, parentheses around negative numbers have not been selected for either currency. If you want parentheses around negative numbers, you must specify it on the Manage Currencies screen. In that case, currency entry and redisplay would look like this:
| U.S. | Netherlands | |||
|---|---|---|---|---|
| Entry | Redisplay | Entry | Redisplay | |
| Currency | 12.34 | same | 12,34 | same |
| 1112.34 | 1,112.34 | 1112,34 | .112,34 | |
| 1,112.34 | same | 1.112,34 | same | |
| -12.34 | (12.34) | -12,34 | (12,34) | |
| 12.34- | (12.34) | 12,34- | (12,34) | |
| (12.34) | same | (12,34) | same | |
Numbers, Percents, and Currency Amounts (screen displays and reports)
Screen displays and reports use the format of the functional currency. The data is displayed based on these options:
- With or without decimals
- With or without thousands separator
- With or without currency symbol
- In thousands
- In millions
Here are some examples of numeric data on screens and reports:
Screens:
| Value | U.S. | Netherlands | |
|---|---|---|---|
| Number | 1234.56 | 1,234.56 or 1234.56 | 1.234,56 or 1234,56 |
| (negative) | 1234.56 | -1,234.56 or -1234.56 | -1.234,56 or -1234,56 |
| In Thousands* | 1,234,567.89 | 1,235 or 1235 | 1.235 or 1235 |
| (negative) | -1,234,567.89 | -1,235 or -1235 | -1.235 or -1235 |
| Percent | 0.755 | 75.5% | 75,5% |
| (negative) | -0.755 | -75.5% | -75,5% |
| Currency | 1234.56 | $1,234.56 | E1.234,56 |
| (negative) | -1234.56 | -$1,234.56 | 1.234,56 E- |
| No curr symbol | 1234.56 | 1,234.56 or 1234.56 | 1.234,56 or 1234,56 |
| (negative) | -1234.56 | -1,234.56 or -1234.56 | 1.234,56 - or 1234,56 - |
* The "In Thousands" format rounds off the amount to the nearest thousand. This format is used for financial reporting, especially for large numbers.
Reports: All numbers in reports, if they are in columns, line up at the decimal point.
| Value | U.S. | Netherlands | |
|---|---|---|---|
| Number | 1234.56 | 1,234.56 | 1.234,56 |
| 1234.56 | 1234,56 | ||
| (negative) | -1234.56 | -1,234.56 | -1.234,56 |
| -1234.56 | -1234,56 | ||
| In Thousands | 1,234,567.89 | 1,234.57 | 1.234,57 |
| 1234.57 | 1234,57 | ||
| (negative) | -1,234,567.89 | -1,234.57 | -1.234,57 |
| 1234.57 | -1234,57 | ||
| Percent | 0.755 | 75.5% | 75,5% |
| (negative) | -0.755 | -75.5% | -75,5% |
| Currency | 1234.56 | $1,234.56 | E 1.234,56 |
| (negative) | -1234.56 | -$1,234.56 | 1.234,56 E- |
| No curr symbol | 1234.56 | 1,234.56 | 1.234,56 |
| 1234.56 | 1234,56 | ||
| (negative) | -1234.56 | -1,234.56 | 1.234,56 - |
| -1234.56 | 1234,56 - |