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we need the possibility to change the opportunity currency.


  • While Business improving for our development markets, they can reach a size where it is needed to split them into their own business unit. On this they go from the general Currency to their local one. Currently it is needed to don't have any linked entity with currency, this would mean, If we would delete all opportunity positions and links to quotes, we would lose the historical information about the lifecycle of the opportunity and the positions, what is the most import data on the sales funnel and have a big possibility of data mistakes on the recreation
  • Another is, that we are working international, there it is possible that a opportunity is getting handover from one market to another. To update now the opportunity to the correct currency, it is again need to delete positions and links to quotes, we would lose the history again and have a big possibility of data mistakes on the recreation
  • Third one is the European union, fresh example from 1.1.2023 is Croatia, that has changed their currency to Euro. Again we would need to delete positions and links to quotes and would loose the history again and have a big possibility of data mistakes on the recreation


Category: Opportunity
STATUS DETAILS
Declined
Ideas Administrator

Change on the currency of opportunity and the associated currency amounts should be percolated to associated products, quote , orders, invoices and there is scope for discrepancies in currency amounts.
We are presently not prioritizing this due to limited number of votes and complexity of the request.

Thanks,

Aditya Naik

Product Manager, D365 Sales