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This text refers to program version 8.4  

Operations Menu - Quotation - Update Currency Price List Items

This page describes the 'Update Currency Price List Items' function on the Operations menu in the Quotation 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 Quotation with the wrong Exchange Rate, or the Exchange Rate might change significantly between the entry of the Quotation and its final approval. In such a situation, you do not need to re-enter the Quotation. 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 Quotation will be re-converted using the new Exchange Rate. You do not need to save the Quotation before using this function.

If you change the Currency or the Price List in a Quotation, prices in the Quotation will always be recalculated automatically. If you change the Quotation 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 Quotation Date. If you change the Prices in a Price List, you can then use this function to update a Quotation with those new Prices.

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The Quotation register in Standard ERP:

• Introduction
  

• Entering a Quotation
  

• Controlling Prices in Quotations
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations Menu, including:
  
  • Item Search
    

  • Customer Status
    

  • Quotation Status
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Open Tax Matrix
    

  • Manager's Discount Override
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create Menu
  

• Row Menu

Go back to:

• Home page for Quotations module manual
  

• Home page for Standard ERP manual

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