Automation, notifications, security and troubleshooting

Run scheduled purchase currency-rate retrieval

Allow the configured rate update through cron.

Audience: Purchasing staffPermission: Administrator or relevant Purchase capabilityModule v1.7.9

Exact navigationCRM Cron and Purchase → Settings → Currency Rates

Before you begin

Use an account with Administrator or relevant Purchase capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Allow the configured rate update through cron. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open CRM Cron and Purchase → Settings → Currency Rates.
Select the relevant record, filter, report, model or configuration described below.
Use the displayed action or read the current values without altering unrelated data.
Compare the output with the code-backed rules and expected result in this guide.
Record or correct any mismatch before relying on the output in production.

Fields, choices and supported possibilities

Currency-rate recordCurrency/prefix code, stored rate, source/update action and log history.

ConversionThe selected document currency and currency_rate field affect purchase calculations.

Code-backed validations and workflow rules

Online retrieval depends on the configured external rate source and a successful HTTP response.
Review a rate before recalculating live financial documents.

Expected result and verification

The supported run scheduled purchase currency-rate retrieval flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.