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Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

Posted on by 15

Hello, community!

We are making Sales Quotes and Sales Orders for our clients in EUR(e.g) , and the final invoice should be in LCY (RON).

How did you manage to create automatated conversion from EUR to LCY in the Sales Invoice ?

Best regards,

Daniela Marian

  • Suggested answer
    Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at
    RE: Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

    Yes Sure, Posted Sales Invoice will be in EUR & LCY.

    Then you choose, whether you want to display the invoice to the customer in EUR or LCY as i described above.

    If you find this information helpful, Click Yes to verify the answer to share with other community members.

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,793 Super User 2024 Season 2 on at
    RE: Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

    There is nothing out of the box that will do it - it will require customizing the system slightly.

    Here is one idea how to customize the sales quote/order report to achieve what you're looking for: community.dynamics.com/.../different-currency-on-quote

  • dmarian Profile Picture
    dmarian 15 on at
    RE: Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

    Hi, Ahmed. Thank you so much for your answer.

    I'm not sure that I undersood you solutions, but, if my Sales Order is in EUR, when I post it, the Posted Sales Invoice will also be in EUR.

    Daniela

  • Suggested answer
    Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 3,049 User Group Leader on at
    RE: Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

    First, you should define the currency conversion from EUR to LCY from the Currency exchange rate function.

    Second, you should put the currency EUR on the Sales Quote and Sales Order, as it will be translated to your local currency when making sales invoice.

    Third, you should appear all fields of LCY on the sales invoice.

    Fourth, you will edit the document of the Sales invoice to not appear the Foreign currency on the printed document.

    If you find this information helpful, Click Yes to verify the answer to share with other community members.

  • dmarian Profile Picture
    dmarian 15 on at
    RE: Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

    Thank you, Daniele, for your answer, I've allready checked this topic. In this case, the invoices are posted in different currencies. It's not our case. We should invoice in LCY (RON), but our Sales Orders are in EUR. And we need the system to automatically convert the EUR to LCY when we are Posting the Sales Orders.

    Thank you, Daniela

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Sales Quote & Sales Offer in EUR, Sales Invoice in LCY

    hi

    look this

    community.dynamics.com/.../sales-invoice-in-but-lcy-aed-shows-amount

    DAniele

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