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Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Exchange rate on invoice

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Posted on by 8

Hi,

Where can I find the exchange rate that is attached to each invoice?

Thanks

Astrid

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Astrid,

    Can you tell for what type of invoice you have this question? Free text invoice, sales order invoice, purchase invoice, project invoice?

    What is the background of this question?

  • Suggested answer
    Junaid Idrees Profile Picture
    on at

    Hi Astrid,

    Go to customer/Vendors 》transactions 》 Add column exchange rate in the Grid. System will show an exhange rate used against invoice. 

    Note: When you will add column, it might show you 2 exchange rate fields from customer transactions table. Select both of them. One of them will show you exchange rate. 

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Astrid,

    Assuming that this is related to a foreign currency customer transaction.

    (The same applies to a vendor transaction).

    Try the following:

    Open the customer

    Open the invoice journal button

    Select the invoice

    Select transactions button

    Click on the voucher hyperlink or button

    Scroll down to the 'foreign currency revaluation tab'.

    Check the field exchange rate.

    Best regards,

    Ludwig

  • AstridMalanka Profile Picture
    8 on at

    Hi, I was able to follow your steps, but I need to bring it on an entity, and I see it comes from the CustTrans table. And I think the field is CustTrans.ExchRate, do you know if there is an entity for the table? Or I need to create it?

  • AstridMalanka Profile Picture
    8 on at

    I follow your logic, found the table and created an entity.

    thanks!!!

  • AstridMalanka Profile Picture
    8 on at

    thanks to everyone who took the time to reply.

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