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This text refers to program version 8.4  

Using Currencies in Invoices and Other Sub System Transactions - Duplicating Records

This page describes Exchange Rates in duplicated transactions.

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If you need to duplicate a record and the Exchange or Base Currency Rate has changed since that record was created, the result in the new record will vary depending on the register, as follows:

Invoice, Sales Order, Contract
The date in the new record will be the current date.

Conversion rates on the 'Currency' card will be updated to those that are valid on the current date.

Prices of the Items in the new record will not be revised: if you need to update them using the new conversion rates, use the 'Update Currency Price List Items' function on the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android) (this option is not available in Contracts).

Quotation, Opportunity
The date in the new record will be the current date.

Conversion rates on the 'Currency' card will not be updated.

Prices of the Items in the transaction will not be revised.

Purchase Order, Goods Receipt, Project Budget
The date in the new record will not be updated, so the conversion rates will also not be updated.
If you duplicate an Invoice in order to raise a Credit Note, the original Exchange Rate will be brought in to the Credit Note when you enter the number of the Invoice to be credited. This prevents Exchange Rate gains or losses resulting from Credit Notes, and complies with good bookkeeping practice.

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Using Currencies in transactions of various kinds:

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