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Christoph Demmer 1 Advanced Currencies
Hi all!
I wanted to know how advanced currencies impacts already exisiting opportunities.
I tested it in one sandbox and after the new currency is enabled, all opportunities that have been created up to this point are not affected and still use the previous currency. My understanding was that only closed opportunities should stay with the previous currency and open opportunities use the new one (so basically the 'CloseDate' is taken into account).
I also created a new opportunity after the new currency became active and this one correctly used the new one.
This makes it look like instead of the CloseDate the CreatedDate is taken into account for previous or new currency.
Can someone enlighten me please? :)
Thanks in advance!
I wanted to know how advanced currencies impacts already exisiting opportunities.
I tested it in one sandbox and after the new currency is enabled, all opportunities that have been created up to this point are not affected and still use the previous currency. My understanding was that only closed opportunities should stay with the previous currency and open opportunities use the new one (so basically the 'CloseDate' is taken into account).
I also created a new opportunity after the new currency became active and this one correctly used the new one.
This makes it look like instead of the CloseDate the CreatedDate is taken into account for previous or new currency.
Can someone enlighten me please? :)
Thanks in advance!
The exchange rates can be maintained based on date ranges. For Opportunity, the currency conversion rate will be calculated depending on the opportunity ‘Close Date’. The time between one start date and the next start date is called the exchange rate date range.
Example:
February 28 and before (1 USD = 0.909 EUR this is a previous (old) range). If the ‘Close Date’ does not match the new exchange date rates, the previous conversion rate will be calculated.
For more information about Advanced Currency, Management follow bellow link it may helpful for you:-
https://help.salesforce.com/articleView?id=administration_about_advanced_currency_management.htm&type=5 (https://help.salesforce.com/articleView?id=administration_about_advanced_currency_management.htm&type=5)
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Ajay Dubedi
www.ajaydubedi.com