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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatically update t...
Small and medium business | Business Central, N...
Answered

Automatically update the exchange rate on a sales quote each month?

(3) ShareShare
ReportReport
Posted on by CinderKonan 154
Hello,
we have some very old quotes that have an old exchange rate - is there any method or program that would run each month and update the sales quotes to the exchange value for this month?
Thanks
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Verified answer
    Sumit Singh Profile Picture
    Sumit Singh 11,757 Super User 2026 Season 1 on at
    Hi CinderKonan, 
     
    There is no out-of-the-box automated monthly update for old quotes’ exchange rates in Business Central. Implement a custom AL extension + Job Queue, or review AppSource for relevant apps.
     
    Just having one question, if possible, please let us know what's the reason to do this, may be we can suggest any other alternative solution.
     
    Mark the Boolean true “Does this answer your Question” if this is Helpful.
  • Verified answer
    Sohail Ahmed Profile Picture
    Sohail Ahmed 11,169 Super User 2026 Season 1 on at

    In standard Business Central, exchange rates on a sales quote are fixed at creation and do not update automatically. There’s no built-in job to refresh them each month. To achieve this, you’d need a small customization or an extension (for example, a scheduled job that revalidates quotes against current currency exchange rates).

     

    ✅ Mark this as the verified answer if helpful.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,005 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,148 Super User 2026 Season 1

#3
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 557 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans