Applying updated conversion rates

The updated conversion rates can be applied to open Opportunities, Quotes and Sales Orders. After a period’s exchange rates have been updated, the administrator can select to run the Update Conversion Rate common task.

This task launches a background task to apply the updated exchange rates to open Opportunities, Quotes and Sales Orders as the exchange rate of record for the open transactions.

The integrator or administrator can select to define an alternate date property for the Update Conversion Rate common task for reference, when selecting the appropriate exchange rate period, to apply for existing open Opportunities, Quotes and Sales Orders.