There are scenarios when we face the problem to change the currency of the Business partner once we have already created transactions against them.
New Stuff: Work order Grouping-For Different Products
But Sage ERP X3 offers a feature to change the currency of multiple BPs or all the BPs along with the all the places where it is needed. There is a standard function CNVBPR available in sage X3 by which we can easily change the currency of multiple BPs at a time.
Path: Development > Utilities > Euro > BPs
Below is the screen shot of Business Partner Currency Conversion screen.
Source currency: Mention the source currency name to be converted. After entering the source currency, all the BPs with entered currency will be listed in the grid.
Destination Currency: Mention the destination to which currency needs to be converted.
Conversion date: Mention the conversion date.
All flag: Tick the flag if all the BP’s needs to get converted to the other currency.
Once we click on OK, BPs currency that matches the original currency will be replaced by the destination currency. The amounts of the tables that correspond to the BPs will be converted to the destination currency upon the conversion date.
The ‘Log file’ if selected will display all the records which are processed while the conversion process. Refer to the below screenshot.
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at firstname.lastname@example.org. We will be glad to assist you.