Fixed Coiversation rate - Purchase Order

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MP

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Jun 24, 2013, 11:37:24 AM6/24/13
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Hi There,

 

We have a fixed conversion rate between  foreign currencies and the company currency. See below table:

 

Foreign Currency

Company Currency

Conversion Rate

EUR

GBP

0.8500

AUD

GBP

0.6050

USD

GBP

0.6400

 

We can create a new DocType in the system to enter and store above data.

 

We have a requirement where we don’t want end user to enter the conversation rate where the supplier’s currency is different than the company’s currency. We want system to pick up the conversion rate based on the fixed conversion rate specified in the above table (DocType) and use it for all the calculation. This table may get updated once every 3 months but we don’t need to store any information regarding when it was changed (since conversion rate get stored in the PO itself, so no need to track historical changes). So could someone please guide me through how best to achieve this? Thanks.

 

Also is there any way to display 4 decimal point for the conversion rate? Currently it only display up to 2 decimal point.

 

Thanks in advance.


Kind regards,
Mayur Patel

Anand Doshi

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Jun 24, 2013, 12:14:56 PM6/24/13
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Hi mayur

This is already being done in the responsive branch since this is a prerequisite for web shop. 

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MP

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Jun 25, 2013, 3:15:51 AM6/25/13
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Thanks Anand. It is good to hear that it is already being done. Only challenging part is how best to migrate to new version when it comes out without affecting end user and making sure nothing is broken. I should perform some testing work on responsive branch :).
Any idea when this new development will be released.

Kind regards,
Mayur Patel
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Anand Doshi

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Jun 25, 2013, 3:51:43 AM6/25/13
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Hi Mayur,

It should take about 2-3 weeks (hopefully). You can start testing it now if you can, and contribute issues and suggestions.

Thanks,
Anand.

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MP

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Jun 25, 2013, 3:56:02 AM6/25/13
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Sure Anand.

Kind regards,
Mayur Patel

MP

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Jul 10, 2013, 10:38:36 AM7/10/13
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Hi Anand,

I have just started to test new responsive branch. I have come across some minor issues which I have already reported via github. I am not able to figure out how one can setup currency conversion rate between different currencies (as per this topic). You mentioned that it was going to be part of this new branch. Could you please let me know where I can find this functionality in this new version?

Thanks.

Anand Doshi

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Jul 10, 2013, 11:59:16 AM7/10/13
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Go to Accounts > Currency Exchange

The exchange rate should be pulled automatically on change of currency in transactions. 

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