Solved

Currency rate error - Business Opportunity Pipeline

  • 21 December 2021
  • 4 replies
  • 105 views

Userlevel 5
Badge +10

Hi All,

In Business Opportunity Pipeline window, I am getting the below error when I include in my filter Business Opportunities  with different currencies (AUD & NZD). 

Why is it using currency type 1, aren’t they suppose to use currency rate 3 ?

thanks 

icon

Best answer by Gaveshi Maddegamage 21 December 2021, 06:44

View original

This topic has been closed for comments

4 replies

Userlevel 7
Badge +17

@NMALKI You need to check for the currency rate type 1. Attached screenshot shows currency rate type 3.

Userlevel 5
Badge +10

@Rasika Lakmal screen attached . but why is it checking type 1 not 3 ? is it defined in another window to check type 1 ?

thanks 

Userlevel 3
Badge +3

In which environment you encountered this issue?

Since Business Opportunity is a sales side functionality, I believe it is the company’s Default Sell Currency Rate Type that is used in fetching data here.

So if your company 65 has currency rate type 1 defined as the Default Sell Currency Rate Type,  you should define  AUD to NZD rate under currency rate type 1.  Please add it and check whether the issue gets resolved.  

 

 

 

Userlevel 5
Badge +10

@Gaveshi Maddegamage  thanks for your clarification, it works :)