Budget in Local Currency

bbcai

In form 7139, sales budget overview, is there any way to customize the form for filter "value type" to show Sales Amount in local currency with updated currency rate? Currently the the matrix form is using calcsfield to total up the amount in Item Statistic Buffer by total up Amount in Item budget entry. The difficulty is I need to get the latest exchange rate to total up the sales amount in Item budget entry.

jannestig

Since the entries are built on their own table you are pretty much looking at a big job to implement a nav side solution.

All of these item budget entries don't have a Currency field attached to them. What i would suggest you do is if you want to know the latest exchange rate VS currency X then you are probably just bettr off exporting it to excel, then apply your FX rate to Cost and/or sales amount fields then import again.

Simple to do with existing functioanlity plus you can always have a backup in case you did it wrong

bbcai

Difficult or not is not an issue, is there any way to make it to view budget in forms for both local and foreign currency?

bbcai

Anyone has any ideas for this?