Fixed Coiversation rate - Purchase Order

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
<!–[if gte mso 10]>

/* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} table.MsoTableGrid {mso-style-name:"Table Grid"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-priority:59; mso-style-unhide:no; border:solid windowtext 1.0pt; mso-border-alt:solid windowtext .5pt; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-border-insideh:.5pt solid windowtext; mso-border-insidev:.5pt solid windowtext; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;}

<![endif]–>



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Hi mayur

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

Sent from my phone

On 24-Jun-2013, at 9:07 PM, MP <ma...@gmail.com> wrote:

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
<!–[if gte mso 10]>

/* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} table.MsoTableGrid {mso-style-name:"Table Grid"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-priority:59; mso-style-unhide:no; border:solid windowtext 1.0pt; mso-border-alt:solid windowtext .5pt; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-border-insideh:.5pt solid windowtext; mso-border-insidev:.5pt solid windowtext; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;}

<![endif]–>



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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

On Monday, June 24, 2013 5:14:56 PM UTC+1, Anand Doshi wrote:

Hi mayur

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

Sent from my phone

On 24-Jun-2013, at 9:07 PM, MP <ma…@gmail.com> wrote:

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



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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.

On 25-Jun-2013, at 12:45 PM, MP <ma...@gmail.com> wrote:

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

On Monday, June 24, 2013 5:14:56 PM UTC+1, Anand Doshi wrote:
Hi mayur

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

Sent from my phone

On 24-Jun-2013, at 9:07 PM, MP <ma...@gmail.com> wrote:

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




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Sure Anand.

Kind regards,
Mayur Patel

On Tuesday, June 25, 2013 8:51:43 AM UTC+1, Anand Doshi wrote:

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.

On 25-Jun-2013, at 12:45 PM, MP <ma…@gmail.com> wrote:

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

On Monday, June 24, 2013 5:14:56 PM UTC+1, Anand Doshi wrote:
Hi mayur

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

Sent from my phone

On 24-Jun-2013, at 9:07 PM, MP <ma…@gmail.com> wrote:

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




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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.

On Tuesday, June 25, 2013 8:51:43 AM UTC+1, Anand Doshi wrote:

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.

On 25-Jun-2013, at 12:45 PM, MP <ma…@gmail.com> wrote:

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

On Monday, June 24, 2013 5:14:56 PM UTC+1, Anand Doshi wrote:
Hi mayur

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

Sent from my phone

On 24-Jun-2013, at 9:07 PM, MP <ma…@gmail.com> wrote:

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




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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
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Go to Accounts > Currency Exchange

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

Sent from my phone

On 10-Jul-2013, at 8:08 PM, MP <ma...@gmail.com> wrote:

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.

On Tuesday, June 25, 2013 8:51:43 AM UTC+1, Anand Doshi wrote:
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.

On 25-Jun-2013, at 12:45 PM, MP <ma...@gmail.com> wrote:

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

On Monday, June 24, 2013 5:14:56 PM UTC+1, Anand Doshi wrote:
Hi mayur

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

Sent from my phone

On 24-Jun-2013, at 9:07 PM, MP <ma...@gmail.com> wrote:

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




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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



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