Hi
How do you retrive the currency exhange rate on a order for example to calculate the order intake in a given currency .
the data does not seem to be stored in the table but only in the master table ExchRates?
any good ideas
Best Regards
on the currency code field in the header, once you click in it you will find a button called “…”
click on it, then you will find the currency exchange rate for this specific order.
did i get u right?
Just to add
it will store the exchange rate in “Currency Factor” field.
I’m affraid you are both wrong
There is no “…” on the sales header
There is no filed in either salesLine nor SalesTable called CurrencyFactor or Factor
I do not thinkg you understund the question, yes in AX client there is no problem finding a currecny rate but if you are trying to retrive the data from outside AX, let say from Reporting services or a sql prompt.
Many thanks!
The answers are for NAV not AX.
I believe the system references the Exchange rate table when it needs too, so the rate is taken at invoicing and payment processing, not when the order is entered. From your perspective doing it externally you will need to replicate this, referencing the exchange rate table on a date basis from your open order. Not sure what you are trying to achieve - have you looked at some of the standard reports?
my comment was how i get the exchange rate for a specific invoice or order from the Form sales invoice header, not the table, you can see it or change it in the currency code field in foreign trade by pressing on “…”
Hi Romeo
The “…” option does not exist in AX so pressing it is a little difficult [:D]
Hi AdamRoue
Right you are, but consider that you would like to create a report in let say Reporting services and there have open order report, Sales amount would be interesting in such a report and if such an amount should be there it would need to be in one currency, preferably in Home currency
so if the currency rate is not saved on the order how deos one go about retriving it?
Joining exchange rates is tricky becasue you need to evalutate the order date against the exchange rate valid from/To date, not a very good idea.
I would have thoght, based on my experience in other systems that AX would save the current exchange rate at order entry if nothing else to be able to calculate potential currency profit/loss
Any thoughts!
Strangely NAV does it in the same manner so it is not that unusual. Perhaps it is a Danish querk!
You could write a modification to capture the exchange rate at the time the order was placed, but then from a reporting perspective that really is not that useful, for one the exchange rate could move before you invoice it, giving you your first difference, and that is not necessarily what it is worth when it is paid.
I am not sure why the linking and evaluation would be so hard, but that is because I do not use SQL reporting services, I have done something similar in Crystal where the system also never held the exchange rate on the line.
All I can really say is you have to work with what you have and request it to be changed.