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This text refers to program version 8.4  

Operations Menu - Opportunity - Update Currency Price List Items

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

If you change the Currency or the Price List in an Opportunity, prices in the Opportunity will always be recalculated automatically. If you change the Opportunity Date and the Exchange Rate changes as a consequence, prices will not be recalculated automatically so again you can use this function to recalculate the prices. If you change the Prices in a Price List, you can then use this function to update an Opportunity with those new Prices.

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The Opportunity register in Standard ERP:

• Introduction
  

• Entering an Opportunity
  

• Controlling Prices in Opportunities
  

• Inspecting and Changing Opportunities
  

• Operations Menu, including:
  
  • Customer Status
    

  • Update Currency Price List Items
    

  • Open Tax Matrix
  
  
• Create Menu
  

• Row Menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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