Dynamics Community Forum Thread Details

Trying to submit a bid from vendor collab gives currency conversion error.

Legal Entity - INMF

Product Code - 1000 (Surface Pro 128GB)

Vendor used for the vendor collaboration - Alpine Ski House (INMF-000001)

Currency - INR

I create an RFQ through a purchase requisition for this item. I select the above vendor and another random vendor and send the lines to the vendor.

Through an In Private Window, I log in to the vendor collaboration and see the RFQ bid, which I edit by entering a unit price. When I try to submit the bid, the system gives me the error " A currency to convert from is required to retrieve exchange rate information.".

I checked all currency related setups, which is INR, for the vendor, in the Ledger, in the exchange rates, and also linked the exchange rates in the ledger. This is INMF, so currency is INR wherever it matters. I also setup the System Admin - System Parameters - Currency as INR (Previously it was USD), based on previous posts on this error in the community. But this is not helping.

Furthermore, when I go to the RFQ through my main user, edit it's response manually by entering a price, and submit, it saves without any problem. It is giving me this error only through the vendor collab.

Previously checked sources -

A currency to convert to is required to retrieve exchange rate information.

A currency to convert from is required to retrieve exchange rate information

Categories:

Dynamics 365 Finance

Hi CU25040810-0,

1) Issue
- Error occurs when submitting an RFQ bid via Vendor Collaboration in D365 Finance
- The system shows the message "A currency to convert from is required to retrieve exchange rate information"
- The issue only occurs in Vendor Collaboration and not when submitting the bid internally
- All currency setups such as vendor currency ledger currency and exchange rates are configured as INR
- The process blocks vendors from submitting bids through the external portal

2) Reason
- The error is caused by missing or incomplete currency context in the Vendor Collaboration scenario
- A required currency field such as RFQ line currency vendor trade agreement currency or procurement category currency is not properly initialized during vendor-side submission
- This leads to a failure when the system attempts to retrieve an exchange rate for pricing validation
- The internal D365 user session applies default company and accounting currency context automatically while Vendor Collaboration does not
- This can happen due to differences in how external sessions handle currency defaults or missing configuration in procurement and sourcing parameters or vendor setup

3) Resolution
- Verify that the RFQ document currency is explicitly defined and consistent across all lines
- Ensure that the vendor has a default currency defined in the vendor master and that it matches the RFQ currency
- Check Procurement and sourcing parameters especially settings related to RFQ and vendor responses
- Validate that exchange rates exist for all relevant currency pairs even if the same currency is used (INR to INR)
- Review item procurement category and trade agreement setup to ensure no conflicting currency is introduced
- Confirm that the price unit and unit conversions are correctly configured for the item
- Compare a working internal submission with the vendor collaboration process to identify missing fields
- Test by explicitly setting currency fields on RFQ lines before sending to vendor
- Clear browser cache or retry vendor collaboration session to rule out session-related issues
- If the issue persists capture the full error details and submit a Microsoft support ticket as Vendor Collaboration scenarios may behave differently due to platform handling

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

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