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When a quote, order, invoice is created off an opportunity, is it possible to fix the exchange rate to i.e. when the opportunity was created?
So if the customer pays later down the line, i.e. the payment is in two or more parts and/or the invoice is created a year later. Lets say an invoice is created a year later off the original opportunity and the exchange rate has been updated in that time. Is it possible for the invoice to have the exchange rate that the opportunity originally had and not an updated one?
I hope that makes sense.
It cannot be achieved in Sales unfortunately.
Currently there is only a plan for fixed exchange rates in Finance & Operation.
New fixed exchange rate in vendor invoices, sales orders, and sales agreements - Release Notes | Microsoft Docs
Please post your proposal in Ideas forum to drive it to be improved.
Just to add, when I click 'Paid' on the invoice it updates to the latest exchange rate. Is there any way to stop this happening?
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