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Sales order currency

Posted on by 135

I have a request from my business users. They negotiate sales prices in EURO, they want to send order confirmation with prices in EURO to customers,

but the invoice must be in a different currency.

Is that possible?

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales order currency

    Hi Sjoe,

    What you describe does not make sense to somebody who is not involved in your specific process.

    Why would you confirm a price in Euro and then send the invoice in USD?

    Best regards,

    Ludwig

  • Verified answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Sales order currency

    Hello Sjoe,

    You can still update / change the currency before invoicing. But at the time of invoicing, system will not allow you to change the currency.

    Please note that, if you update the currency after the goods are delivered and before invoicing; then you will be asked to update the lines as well. Because system will look for the option from exchange rate perspective or may be also as per trade agreement, if any.

    Therefore; make sure that exchange rates are maintained between desired currencies as of invoice date.

    Kindly review the suggestion and provide us feedback.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • MATTGUO Profile Picture
    MATTGUO 22,296 on at
    RE: Sales order currency

    Hi Sjoe,

    While invoicing SO, the currency is not editable.

    If this requirement is applied to a lot of customer, please contact your developer for customization.

    If it is only an individual case, you can change the currency after sending the order confirmation.

  • SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Sales order currency

    Hello Sjoe,

    What is the business requirement involve such practice to follow?

    What I can suggest; try to educate the business users and ask them the validity of such requirement.

    Instead doing that; they can simply inform the customer that they will provide the invoice in the same currency with which the document is created. Which means; the invoice is to be recorded in the same currency.

    If their customer itself asked to send the invoice in a different currency; then the business users should discuss with them and stick to the above point to get things straight in Dynamics. Because doing so; all your cost of goods sold and invoice will be maintained in same currency.

    Appreciate if you kindly review this and provide us an update.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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