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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 Answer 1

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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

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