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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Hedging in Projects - ...
Microsoft Dynamics AX (Archived)

Hedging in Projects - Currency exchange rate by project

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Posted on by Merrie 265

Have a requirement where the exchange rate is set / specific to a project.  This rate would then be used (hedging) on purchase orders / payables for calculation during the life of the project.  I do not see anywhere to setup this scenario.

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  • Brian Welcker Profile Picture
    Brian Welcker on at
    RE: Hedging in Projects - Currency exchange rate by project

    We do support a fixed exchange rate on the customer / invoicing side (on the project contract), but not on the vendor / payment side.

  • Merrie Profile Picture
    Merrie 265 on at
    RE: Hedging in Projects - Currency exchange rate by project

    Thank you Caroline.  I was thinking the same thing is a mod was required.

  • Community Member Profile Picture
    Community Member on at
    RE: Hedging in Projects - Currency exchange rate by project

    Hi,

    The daily rates are stored in the GL per currency and not per project. However you can have a spot rate for the specific transaction (PO, payable) but you would have to manually enter it at time of posting the transaction.

    You could modify AX and have a new setup on your project to select a currency exchange rate type, and pull the rates from that type when you process transactions for that project.

    Thanks,

    Caroline.

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