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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to change the exch...
Customer experience | Sales, Customer Insights,...
Suggested Answer

how to change the exchange rate of a customer invoice

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Posted on by d365 Dynamics comm... 8

Hello,

Is it possible to change the exchange rate of a customer invoice ?

I meen an invoice from a sale order and not a free text invoice.

of course, we can change the exchange rate of the day but we want a special rate for an invoice.

thanks for your contribution

Karim BELHEDI

KPMG

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Karim belhedi,

    Update the exchange rate of the currency. Update the amount of the sales order with a dummy and the then with original.

  • d365 Dynamics community Profile Picture
    d365 Dynamics comm... 8 on at

    Hi Abdul wahab,

    what do you mean by update the sale order amount ?

    I can update the exchange rate of the sale order but I want to update the exchange rate of the invoice and in the invoicing window, there isn't a field where I can update the exchange rate.

    BR,

    Karim

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Karim belhedi,

    Are you talking about Microsoft Dynamics 365 Sales? You need to update the exchange rate on the currency table and then the amount on the invoice table (first with a dummy and then with the original). It will impact the change of exchange rate on the invoice table.

  • d365 Dynamics community Profile Picture
    d365 Dynamics comm... 8 on at

    I'm talking about Microsoft dynamics FO.

    I ask to know if it is possible (like in account payable or in customer free text invoice) to update the exchange rate of the invoice without updating the table of the exchange rates.

    In fact, for some invoices, we have to put a special rate that corresponds to the customs papers and that exchange rate is not the rate of the day.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Karim belhedi ,

    You are in the wrong community partner.

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