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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / SOP - Currency ID
Microsoft Dynamics GP (Archived)

SOP - Currency ID

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Posted on by Community Member

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,

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  • Tim Wappat Profile Picture
    Tim Wappat 5,713 on at

    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

  • Community Member Profile Picture
    Community Member on at

    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?

  • Verified answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    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 on at

    Thank you Babu

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