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Microsoft Dynamics GP (Archived)

SOP - Currency ID

Posted on by Microsoft Employee

Good Day,

Is there a way to automatically assign a currecy ID to an "Order" or "Invoice"?  Maybe by customer ID or maybe by Type ID?

Or, is there a way the currency ID can be changed after an "Order" or "Invoice" has been created and saved?

Thank you,

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP - Currency ID

    Thank you Babu

  • Verified answer
    RE: SOP - Currency ID

    Hi Dexter,

    Once the multi currency selected for the sales order and valid exchange rate assigned(daily, weekly or monthly) to it this will automatically taken no need for manually choose the rate.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: SOP - Currency ID

    Thank you.  

    I only just tried the Customer Class to assign a Currency ID and it worked.  However, I need to go one step further and assign an exchange rate so that the user does not have to manually choose an exchange rate.

    Can this be done?

  • Tim Wappat Profile Picture
    Tim Wappat 5,701 on at
    RE: SOP - Currency ID

    To do this I wrote an add-in that maps the document type id to currency, batch (and some other defaults). I am not aware of a way to do it without some customisation. 

    Sometimes others on the forum come up with clever work arounds though.

    Tim

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