James

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    3 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →

    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.

    James commented  · 

    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.

    James supported this idea  · 

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