Sage 200 UKI Ideas Portal

Integrate Exchange Rate between Sage 200 and Sage CRM

Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage CRM system the Currencies are disabled for amendments and are controlled from Sage 200 and updated in Sage CRM automatically. If the Exchange rates match this will allow accurate reporting of foreign currency figures in Sage CRM i.e. an Opportunity Forecast value.

  • Guest
  • Feb 27 2015
  • Idea Accepted - Gauging Support
CRM