Monday, October 15, 2018

Show the Total Foreign Currency Sales Amount from Sales Order to Item Fulfillment


  • Base Currency is set to USA in Setup > Company > Company Information > Currency field.
  • The Multi-Currency feature is enabled
  • When fulfilling sales orders, the user wants to see the Total Amount of Item Fulfillments in the customer's Primary Currency (Financial tab)

To do this:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Provide a Label
3. In the Type field, select Currency.
4. Set Store Value to False.
5. In the Applies To Tab, mark the Item Fulfillment checkbox
6. In the Display Tab > Subtab field, select a value from the dropdown lists (e.g. Main)
7. Click the Validation and Defaulting Tab
8. In the Default Value field, enter this formula ID {createdfrom.fxamount}
9. Put a checkmark on the Formula field.
10. Click Save.

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