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Changing currency or price list on sales records

  • Jun 25, 2013
  • 1 min read

Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used on the record. After a record is created whether the currency can be changed depends on the record type and the status of the record.


Opportunity Records

Status

Can currency be changed?

Can Price List be changed?

Open

Yes, but

Yes, but this can cause errors with line items if they do not have a price list item on the new price list

Won

No

No

Lost

No

No

Quote Records

Status

Can currency be changed?

Can Price List be changed?

Draft

Yes, but

Yes, but this can cause errors with line items if they do not have a price list item on the new price list

Active

No

No

Won

No

No

Closed

No

No

Order Records

Status

Can currency be changed?

Can Price list be changed?

Active

No

Yes, but this can cause errors with line items if they do not have a price list item on the new price list

Fulfilled

No

No

Canceled

No

No

Invoice Records

Status

Can currency be changed?

Can Price list be changed?

Active

No

Yes, but this can cause errors with line items if they do not have a price list item on the new price list

Paid

No

No

Canceled

No

No


 
 
 

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