Changes to Currency Exchange Rate affects Price Rate in Sales Invoice

[mark17]

Hi, my company currency is USD. I face a problem when generating a Sales Order to Sales Invoice in non-company currency.

When I create a Sales Order in say April, the currency exchange rate for that month would be used for that SO.

When I create a Sales Invoice from that SO in say July, I want to use the currency exchange rate for that month for tax purposes. However, when I change the currency exchange rate, somehow the price rate for the items also changed. This is rather surprising for me as I want the price rate to remain the same but just need to change the currency exchange rate.

I tried to disable options like price rules, take out tax templates, etc, but to no avail.

Just wondering if I am doing something wrong or have understood the currency exchange rate and price rate relationship wrong?

Appreciate any help on this matter!

PS: Have searched through the forum but not seen anyone having this problem/concern. I am on ERPNext: v13.35.2 (version-13) / Frappe Framework: v13.35.2 (version-13)

[mark17]

Managed to solve this problem by selecting a “Price List” that is based on company currency (eg. Standard Selling).

This is not a very neat solution as it confuses the user since he/she needs to choose a price list that is not based on customer currency. But it works for me for now.

Wonder if anyone came across this issue?

[KPSN]

How to force update the currency exchange rate?

In a multi-currency situation, in quotations and invoice pages, the currency is dynamically fetched from api.exchangerate.host. I’ve created a quote a month back, currency was auto-populated, but now I need to print and send the quote, the currency is still the old one. How can I force refreshing the currency rate without setting it manually in that currency field? Also, what’s the difference between “Exchange Rate” and “Price List Exchange Rate”? both look the same

Kind of late but this might help