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This value can then be inherited into Purchase Order Orders and Sales Invoices accordingly.
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Create a new price quote and select the checkbox “Enable “enable line level currencies”
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This checkbox can also be found under the Price Quote Header called “Enable “enable use of line currencies on price quote”
Proceed to the “Currency “currency set-up” tab
Click “Add “add new currency” icon to add the relevant purchase currencies that need to use be used on the price quote .
In the pop-up box select the currency from the available options.
Leave the “Override “override rate” field blank if you want the exchange rate to calculate based on today’s automated currency exchange rate, or enter a value if you would like to set/override the exchange rate.
Click OK ok to confirm.
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Once the currencies have been added, continue to the
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‘lines’ tab > click on the sandwich menu and
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‘modify grid’
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Check that the relevant columns are visible in your grid view
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Make sure the following columns have been selected:
Purchase currency
Purchase amount in currency
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Add purchase line items, as per the table below:
Purchases currency | Select relevant currency from the dropdown (The currencies must be added to the Currency currency setup tab in order to show in the dropdown list) |
Purchase quantity | Enter the purchase quantity if using, or leave blank |
Purchases amount in currency | Enter the purchase amount value in the selected purchase currency. |
Purchases (locked) | Field will automatically populate with amount calculation Note: Exchange rate is based on either the Override override rate predefined in the Currency Setup currency setup tab, OR today’s exchange rate. |
Purchase total (locked) | Calculates the total, i.e. if the purchase quantity field used this would be calculated by taking the purchase quantity x purchases value in PQ currency. |
Extra | Enter extra mark-up value in PQ currency (not the purchase currency) |
Profit margin | Enter if using, i.e. 1.1000 = 10% mark-up |
Amount | Calculates the total per line in the PQ currency: (Purchases total x Profit Margin) + Extra |
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Add remaining line items and complete/approve price quote as per usual process
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CREATE PURCHASE ORDER USING PURCHASE CURRENCY
There are two options to create a PO Purchase Order in the purchase currency that is set on the relevant PQPrice Quote.
Option 1: Copy purchase data from a price quote
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