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Ability to change currency at quotation, order and invoice stages

We have a number of customers who return at the point of sale to ask for a amended order in a different currency. As we cannot delete or amend the existing quote or invoice we are forced to 'scrub' it as best we can and then alter the currency from the existing opportunity, creating a new quote and resulting invoice. This process is time consuming and messy and could easily be avoided if currency could be converted at any stage

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    Chris Davies shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    AdminSupport (Admin, Workbooks Online) responded  · 

    We already have this option available on Opportunities, so we will look to replicate this on the other Transaction Documents in a future release.

    For now, it might be an idea to create a custom field on your Quotes/Invoices that stores the status of the document, e.g. ‘Rejected – currency change required’. This would make it easier to exclude the documents from your Reports and Landing Pages, meaning you do not have to ‘scrub’ the document, but simply change the status and create a new one.

    3 comments

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      • Claire commented  ·   ·  Flag as inappropriate

        We also deal in 3 currencies (GBP, EUR and USD) and we would like to see this functionality throughout. Sometimes we need to change the currency of an invoice or supplier order but don't want to type out a huge invoice with lots of line items again we just want to be able to change the currency or copy it into a new document in a different currency. This would make our life a lot easier.

      • Alan Hasell commented  ·   ·  Flag as inappropriate

        This would also be of great use to us. We deal in three different currencies (GBP, EUR, and USD) and at the moment we have to create a duplicate opportunity for some orders.

      • James commented  ·   ·  Flag as inappropriate

        It would be great that when you create an opportunity in a particular currency which turns to an order that SO can be altered to reflect the currency for the supplier.

        For example a company in Germany orders products in Euro's, however the supplier order needs to be converted to £'s. If Workbooks could allow this it would make life far easier in this global economy, especially if you have suppliers from every corner of the world.

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