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This text refers to program version 8.3  

Operations Menu - Sales Order - Update Currency Price List Items

This page describes the 'Update Currency Price List Items' function on the Operations menu in the Sales Order record window. If you are using iOS or Android, the 'Update Currency Price List Items' function is on the Tools menu (with 'wrench' icon).

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Occasionally, you might enter a complex Order with the wrong Exchange Rate, or the Exchange Rate might change significantly between the entry of the Order and its final approval. In such a situation, you do not need to re-enter the Order. Amend the Exchange Rate as appropriate and then select 'Update Currency Price List Items' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android). The prices in the Order will be re-converted using the new Exchange Rate. You do not need to save the Order before using this function.

If you change the Currency or the Price List in an Order, prices in the Order will always be recalculated automatically. If you change the Order Date and the Exchange Rate changes as a consequence, prices will be recalculated automatically if you are using the Update Prices on records with Currency when changing Dates option in the Item Settings setting in the Sales Ledger. If you are not using this option, you can use this function to recalculate the prices after changing the Order Date. If you change the Prices in a Price List, you can then use this function to update an Order with those new Prices.

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The Sales Order register in Standard ERP:

• Introduction
  

• Entering a Sales Order
  

• Controlling Prices in Sales Orders
  

• Inspecting and Changing Sales Orders
  

• Printing Sales Orders
  

• Operations menu, including:
  
  • Order Status
    

  • Set Order to Invoiced
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Item Search
    

  • Print Internal Order
    

  • Reservations
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Sales Orders manual
  

• Home page for Standard ERP manual

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