Thursday, January 3, 2019

Consolidated Exchange Rate to use in Saved Transaction Search for Opportunity

Answer/Solution:
 

Opportunity is a non-posting transaction and posting period is not available. Hence, consolidated exchange rates are not applicable.

1.Navigate to Reports> New Search> Transactions
2.On the Criteria tab> Standard subtab> Type is Opportunity
3.On the Results tab> set the Consolidated Exchange Rate to None
System will use the exchange rate set on the transaction.
 
Note: Enhancement Request#181010, "List> Search> Saved Search> Transaction> Criteria: Type = Opportunity; Results> Columns> Add Period> Incorrect Period is being populated. Also resulting to incorrect Consolidated Exchange Rate to be use in viewing the Sales Price" is logged related to this.

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