Sage 200 UKI Ideas Portal
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
We update exchange rates in Sage 200 on a monthly basis with rates from HMRC.
We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was created.
So we today (October) had a new quote created from an earlier quotation (April) to save some time re-entering info from scratch. The quote was in USD and it strangely showed an older exchange rate which doesn't agree with our current Fx rates. The exchange rates have moved quite significantly since April.
It would be beneficial if the Fx rates on the newly created quote used the current/latest period exchange rates rather than obsolete information (even if copying from an old quote).
Thanks
| Idea Benefit | Realistic info and profitability calculations |
| How do you solve for this problem today? | First time it has happened and someone noticed. Will monitor going forward. |
One potential solution would be an alert which you could set on the non-GBP customer accounts. But we'd not want an alert to pop up on all newly created quotations, that'd be annoying, only those that are created by copying an old quote ideally. Thanks
Maybe there could be a pop-up or prompt during the copy process to ask the user whether they want to use the same Fx rates or update to the current exchange rates. It should at least prompt the user that the Fx rate should be checked and potentially updated. Thanks