5

I am creating a 'Clone this opportunity in Org Currency' button. I need to 'switch' the opportunity, but have all products in the org's currency (currently USD).

We have Advanced Currency Management enabled.

How can I grab the originals opportunity line items (which maybe in non-USD) value ? as ACM is enabled, the amount I see is according to the close date of the opportunity.

But what I need, is to create a new opportunity, with the correct in USD.

The current flow

Edit:

I need to create a Zero-Sum oppty, that it's source is X-currency, and it's destination is Y[USD]-Currency, with different close dates. In the screen capture, you can see what I get today, while using the said flow: Different USD total due to dated currencies


A major step is to get the Converted amount of the lineitems (Opportunityproduct - in USD) of the original opportunity

The way to that is getting the correct exchange rate from the Dated Currency


Phase 2

With a new flow

enter image description here

I can create the new oppty, and add all it's products, in the standard pricebook, with USD. Still, the issue of getting the correct 'Convertd' amount resides.

In the specific example, I need that the total will be: 451.01 USD enter image description here

1

The DatedConversionRate is a standard Salesforce table.

Created a record lookup to get the correct conversion rate enter image description here

Then, using a formula, to calculate the correct unitprice enter image description here

Final flow: enter image description here

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.