Currently a Work Order needs to fulfill multiple conditions with regards to currency to be created without errors:

• Transactioncurrency must be the currency of the Billing Account (note that by default behavior the Billing Account field is filled with the Service Account by OOB functionality if left blank by the user)
• Price List must be in the currency of the set as transactioncurrency of the Work Order
• Price List in Work Order Type must be in the currency of the transactioncurrency of the Work Order, if the Price List is empty on Work Order Type OOB functionality tries to set NULL as Price List in Work Order

All these automations cause issues when you have customers that regularly pay in different currencies. The decision of our customer is based on

• from which of our subsidiaries they purchase
• if there is a frame agreement in place for the products / services they purchase; the frame agreement fixes prices in a specified currency
• financial considerations of our customer (i.e. better x-rate or cash availability in one currency than another)

The problems that arise are as follows:

• When user changes Work Order Type and the Price List is empty in Work Order type or not in the same currency as in the Work Order error message pops up; means either we need one Work Order Type per currency (approx. 100), making it 900 Work Order Types instead of 100 or we need to prevent user from changing Work Order Type

Suggestion: if the Price List field on Work Order Type is NULL, just ignore it, don't try to overwrite what is in Work Order already.

When creating a Work Order from Opportunity the following happens due to the setup described above

• Customer in Opportunity is in base currency
• Opportunity is NOT in base currency, but in currency A
• Opportunity Price List is in currency A

Suggestion: when creating Work Order from Opportunity with the OOB functionality there is an error message warning me about the currency inconsistency

Suggestion: the currency of the Account in Opportunity (which becomes the Service Account and the Billing Account) should not be used to check for inconsistencies. Or there should be a setting in which the administrator can allow the inconsistency

This is also a topic for the announced Quote to Work Order functionality.

Remark: when creating a Quote and then a Sales Order from an Opportunity the only check with regards to currency is that the Price List currency is the same as the currency of the Opportunity, Quote, Sales Order respectively. This behavior would also be good for Work Order.