Updating Currency

After you change the conversion rates for currencies, you must update all open opportunities, sales orders, and quotes using those currencies. All currencies modified by you are updated in the relevant record types. If a record type's rate is locked, the record type is not updated.

Note: This feature may not be available on all list views or for all users.

To update currency for one or more record types:

  1. On the Navigation Bar, select Administration, and click Exchange Rates to open the Exchange Rates List view.
  2. Use the Using the Exchange Rate Detail view to update the Conversion Rate for each currency you want to update.
  3. View the group or lookup results that contain the records you want to update.
  4. Select one or more records. To select more than one record, hold down [Ctrl] or [Shift], and highlight the records.
    Note: If you do not select any records, you are asked if all records in the group must be used. If you click Yes, all group records are selected.
  5. From the Task Pane, select Update Exchange Rate.
  6. In the Update Currency window select one or more of the following fields:
    Sales Orders
    If an open sales order is using an edited currency, the sales order is auto updated.
    Opportunities
    If an unlocked open opportunity is using an edited currency, the opportunity, is auto updated.
    Quotes
    If Aan open quote is using an edited currency, the open quote is auto updated.
  7. Click OK.
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