Updating the Opportunity Currency

This functionality is only available if Multi-Currency is configured.  

You can use the Opportunity Currency dialog box to change an opportunity's current type and the rate of a specified currency.  

To change an opportunity's rate and type of currency

  1. In the Change Rate to box, click the FindClosed button and find the type of currency.
    The From and To fields allow you to view the potential when it is converted from the current currency rate and type to the new currency rate and type. If this is a new opportunity, the From and To fields will have the same value.
  2. Click OK.

Related Topics

Opportunities Overview

Understanding Multi-Currency

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.