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Sales orders to show correct currency bank account

Posted on by 15

Hi.

We have recently changed back and have euro, USD, and DKK currency accounts. The default account is DKK. When I create a Euro quote or sales order I need to show that account which is also added under the bank accounts sections on Dynamics. My question is how to instruct Dynamics to choose the Euro account details when building the quote/sales orders in Euros and to choose the USD when building in USD etc..

It has been done previously but we cannot see how? 

Any help gratefully appreciated. 

  • Mark Wind Profile Picture
    Mark Wind 15 on at
    RE: Sales orders to show correct currency bank account

    Hi Ludwig.  

    I also have concluded its hard-coded so we need to look at that. Thank you for your quick and informative answers.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales orders to show correct currency bank account

    Hello Mark,

    Many thanks for the explanation in regards to the bank accounts.

    What do you need those accounts for when you create a sales order?

    Do you want to have them printed on your sales invoice to ensure that customers make payments to the correct bank account?

    If this is the case then have a chat with the ones that designed your sales order documents. Might be that there is something 'hard coded' there that need to be changed.

    Best regards,

    Ludwig

  • Mark Wind Profile Picture
    Mark Wind 15 on at
    RE: Sales orders to show correct currency bank account

    Hi Ludwig.

    Thank you for your time. It is bank accounts I talk about.

    Previously we had for example

    Jysk Bank DKK

    Jysk Bank Euro

    Jysk Bank USD

    these accounts sit under the bank account section in Dynamics

    I have now added the new bank accounts in addition :

    New bank DKK

    New Bank Euro

    New Bank USD.

    Today I created as USD sales order but the default account was Jysk Bank DKK. Before adding the 3 new accounts it would have shown Jysk USD.

    So the aim is to find the setting that I can tell dynamics for USD to link to display New Bank USD details and so on.

    hope this explains the intention.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales orders to show correct currency bank account

    Hello Mark,

    Can you elaborate what has been changed back and what are the EUR, USD and DKK currency accounts?

    Are these bank accounts, customer accounts, ledger accounts?

    Would be great if you could share some screenprints.

    Many thanks,

    Ludwig

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