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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / A currency to convert ...
Finance | Project Operations, Human Resources, ...
Suggested answer

A currency to convert from is required to retrieve exchange rate information

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Posted on by KareemTaima 304

Hi,

when I create credit note I get this error message "A currency to convert from is required to retrieve exchange rate information"

and I discovered also when I try to create PO lines I also get this

My users usually works with USD or EGP, I checked the currency exchange rate and it's there, also account and reporting currency in ledger setup it's there (USD), system currency in system parameters it's USD, and according to my online search these are the setups that might cause such a problem and all looks fine.

It might be bug or something wrong with the D365 I'm not sure, it's an urgent matter, I appreciate your help

  • Bhagyashree Dave Profile Picture
    Bhagyashree Dave 118 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    In my case it was d365 too. but sorry I forgot to mention that the form was customized, it wasn't standard.

  • KareemTaima Profile Picture
    KareemTaima 304 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    Hi Bhagyashree,

    in your case, were you on Ax2012 or D365? because my case is on  D365, I can't write code inside

    Thanks

  • Bhagyashree Dave Profile Picture
    Bhagyashree Dave 118 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    when I was getting this kind of error, it was because "the value" that the method was fetching was empty. I put if condition before exchange rate method that if there is table available, then only execute the method.

    if(table)

    {

        exchRate();

    }

    somthing like this.

    try to find out if it is fetching empty value while creating credit note, because at first credit note/PO lines are empty.

  • KareemTaima Profile Picture
    KareemTaima 304 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    I got this "Exchange rates are already defined between currency EGP and currency USD. You cannot enter reciprocal exchange rates for the same exchange rate type."

    it can't be done I guess

  • saurabh bharti Profile Picture
    saurabh bharti 15,033 Super User 2025 Season 1 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    Can you try by EGP to uSD

  • KareemTaima Profile Picture
    KareemTaima 304 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    Hello Saurabh,

    exchange rate type is correct I checked it

    I already have exchange rate from USD to EGP

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,033 Super User 2025 Season 1 on at
    RE: A currency to convert from is required to retrieve exchange rate information

    Can you check the exchange rate type where this combination is defined is mapped to (GL > Setup > Ledger)

    also, just try to create USD-EGP or EGP-USD exchange

    Apart from this navigate to header of the document and see which exchange rate is missing (Primary or secondary)?

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