Workflow

Purchase Management — Currency rates

Create, fetch, update and audit purchase currency rates and apply conversion values to documents.

10 connected guidesLive filterPermission-aware instructions
10 guides
Guide

Open Purchase currency rates

Open Purchase currency ratesReview rates and logs.Admin Area → Purchase → Settings → Currency Rates

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Create a purchase currency rate

Create a purchase currency rateAdd a currency/prefix code and rate.Admin Area → Purchase → Settings → Currency Rates → New

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Edit a purchase currency rate

Edit a purchase currency rateUpdate a stored rate.Admin Area → Purchase → Settings → Currency Rates → Edit

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Delete a purchase currency rate

Delete a purchase currency rateRemove an unused rate.Admin Area → Purchase → Settings → Currency Rates → Delete

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Fetch all purchase currency rates online

Fetch all purchase currency rates onlineUse the bulk online retrieval action.Admin Area → Purchase → Settings → Currency Rates → Get All Online

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Fetch one purchase currency rate online

Fetch one purchase currency rate onlineRetrieve an online value for one rate.Admin Area → Purchase → Settings → Currency Rates → row action

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Update Purchase currency-rate settings

Update Purchase currency-rate settingsSave the module rate-source/configuration options.Admin Area → Purchase → Settings → Currency Rates

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Review purchase currency-rate logs

Review purchase currency-rate logsOpen the rate update history table.Admin Area → Purchase → Settings → Currency Rates → Logs

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Use a currency rate on a purchase document

Use a currency rate on a purchase documentSelect currency and verify the rate before adding lines.Admin Area → Purchase → request/quotation/order/invoice → Currency

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Troubleshoot online currency-rate retrieval

Troubleshoot online currency-rate retrievalCheck network/provider response, currency code and existing settings.Admin Area → Purchase → Settings → Currency Rates

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