There are scenarios when we face the problem to change the currency of the Business partner once we have already created transactions against them.
New Stuff: Work order Grouping-For Different Products
But Sage ERP X3 offers a feature to change the currency of multiple BPs or all the BPs along with the all the places where it is needed. There is a standard function CNVBPR available in sage X3 by which we can easily change the currency of multiple BPs at a time.
Function: CNVBPR
Path: Development > Utilities > Euro > BPs
Below is the screen shot of Business Partner Currency Conversion screen.
Source currency: Mention the source currency name to be converted. After entering the source currency, all the BPs with entered currency will be listed in the grid.
Destination Currency: Mention the destination to which currency needs to be converted.
Conversion date: Mention the conversion date.
All flag: Tick the flag if all the BP’s needs to get converted to the other currency.
Once we click on OK, BPs currency that matches the original currency will be replaced by the destination currency. The amounts of the tables that correspond to the BPs will be converted to the destination currency upon the conversion date.
The ‘Log file’ if selected will display all the records which are processed while the conversion process. Refer to the below screen shot.
Hope this helps.
Also Read:
1) Check the Price in different Currency Rates.
2) Control Max Decimals of Currency in Sage X3
3) How to Override Forex Rates while Importing Transactions
4) Use of Multiple Ledger Currency in Transactions in Sage ERP X3
5) Supplier pre-payment settlement in Sage X3