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
Hi
As far as I know you can’t change the currency exchange rate in any document once it is “Submitted” . If you want to show the new exchange rates… you would need to “Cancel” and "Amend " the document with the new dates !!!
Exchange Rate : this is used for the current document. Eg… if you quoting in your company currency or any other currency.
Price List Exchange rate : this is for the exchange rate of your item eg say in USD or Euro or any other currency … to the “Company Currency”
I’ve been trying to change the dates but the currency rate isn’t updating automatically.
The invoice wasn’t amended, just freshly created and items imported from a previous quotation. Initially it imported the quotation fx.
Yes, it’s enabled. Shall I disable it?
Yes, disable it !! so now the rate will be refreshed, whenever you change the dates.
