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This value can then be inherited into Purchase Orders and Sales Invoices accordingly.
ON THIS PAGE YOU WILL FIND: | ||||||
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CREATE A PRICE QUOTE WITH PURCHASE CURRENCY
Create a new price quote and select the checkbox “enable line level currencies”
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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 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 rate predefined in the 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
CREATE PURCHASE ORDER USING PURCHASE CURRENCY
There are two options to create a Purchase Order in the purchase currency that is set on the relevant Price Quote.
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IMPORTANT: This option will ignore the override rate entered under the currency setup tab in Price Quote. Instead, it will use Today’s exchange rate for the calculation. |
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CREATE INVOICE BY COPYING DATA FROM PRICE QUOTE
Price Quotes can be copied into invoices as per the usual process, the purchase values will be copied over as per the price quote currency and the exchange rate will remain the same as the price quote.
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Values are copied into the invoice according to the price quote currency
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