web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / how can I view the exc...
Microsoft Dynamics NAV (Archived)

how can I view the exchange rate in a posted sales Invoice or CLE?

(0) ShareShare
ReportReport
Posted on by Christos Christou 511

Hi friends,

I raised a Sales Invoice in a foreign currency and after posting, I want to find what was the exchange rate that converted the values from the foreign currency to the local one. I know you can check the posting date and then visit the currency table and match with the exchange rate line. That's not convenient. 

Ideally, I would like to go to the Posted Sales Invoices or Customer Ledger Entries and find the exchange rate (e.g. 1,3542).

Thanks for your input.

cheers!

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,245 Super User 2025 Season 2 on at

    Christos,

    Please check the currency factor on the Posted Sales Invoice Header, it may not be visible on the page , so zoom on it to check the value.

  • Suggested answer
    Christos Christou Profile Picture
    Christos Christou 511 on at

    Thanks Suresh

  • Suresh Kulla Profile Picture
    Suresh Kulla 50,245 Super User 2025 Season 2 on at

    If your issue is resolved please verify the answer.

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,096 on at

    In customer ledger entry there is indeed currency factor field, which might give you the idea; however there you will find 1/x value (in your case, it will show 0,738443361394181) and might be inconvenient for the user.

    The reason why there is no such separate field by default is actually because in many countries there would be no fixed rate for the posted invoice, due to legal requirement of revaluation of outstanding currency invoices (e.g., you posted sales invoice in the middle of the month with a certain rate; then, you need to revaluate the currency receivables at the rate at the end of the month). It would obviously give you a new rate, different from initially posted!

    There might also be the cases when users (e.g., accounting dept) specifically want to post an invoice at a certain date, but with a different currency rate (e.g., the period for posting is closed, and they need to post invoice in a new period, but using the initial currency rate). It can also represent a challenge for you )).

    If you are still interested to show the initial currency rate, existed at the date of the posting, you can force users to put it to Description field manually before posting (brrrrrr!), or automate the filling of it by short programming code. Another option is to add a new field in the Posted Sales Invoice table, and relate it as a FlowField to currency table by currency code and posting date; but, you might be missing some dates as Central Banks might not be providing rates for e.g. Mondays as they are the same as Fridays, and for Monday there would simply be no exchange rate - nothing to relate to by date).

  • Christos Christou Profile Picture
    Christos Christou 511 on at

    Thanks Alexander

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

#1
HoangNam Profile Picture

HoangNam 7

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans