Purchase Management — Currency rates
Create, fetch, update and audit purchase currency rates and apply conversion values to documents.
01Open Purchase currency ratesReview rates and logs.Admin Area → Purchase → Settings → Currency Rates02Create a purchase currency rateAdd a currency/prefix code and rate.Admin Area → Purchase → Settings → Currency Rates → New03Edit a purchase currency rateUpdate a stored rate.Admin Area → Purchase → Settings → Currency Rates → Edit04Delete a purchase currency rateRemove an unused rate.Admin Area → Purchase → Settings → Currency Rates → Delete05Fetch all purchase currency rates onlineUse the bulk online retrieval action.Admin Area → Purchase → Settings → Currency Rates → Get All Online06Fetch one purchase currency rate onlineRetrieve an online value for one rate.Admin Area → Purchase → Settings → Currency Rates → row action07Update Purchase currency-rate settingsSave the module rate-source/configuration options.Admin Area → Purchase → Settings → Currency Rates08Review purchase currency-rate logsOpen the rate update history table.Admin Area → Purchase → Settings → Currency Rates → Logs09Use a currency rate on a purchase documentSelect currency and verify the rate before adding lines.Admin Area → Purchase → request/quotation/order/invoice → Currency10Troubleshoot online currency-rate retrievalCheck network/provider response, currency code and existing settings.Admin Area → Purchase → Settings → Currency Rates