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Enable Currency section on Opportunity Screen

  • July 28, 2023
  • 4 replies
  • 102 views
N
Freshman I
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A client has requested to enable the Currency option on the Opportunity screen even though a Business Account had not been selected.  This will add a lot of value on a multicurrency environment.

 

Best answer by marilizevanzyl

Hi @nperez94naw 

 

Hope you are doing well.

We had this same issue a while ago and Acumatica Support provided us with the attached customization.

 

Kind Regards

Marilize van Zyl

M
Laura03
KushaniPerera88

4 replies

M
Jr Varsity II
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  • marilizevanzyl
  • Jr Varsity II
  • Answer
  • September 22, 2023

Hi @nperez94naw 

 

Hope you are doing well.

We had this same issue a while ago and Acumatica Support provided us with the attached customization.

 

Kind Regards

Marilize van Zyl

1 Attachments
Marilize van Zyl
Manikanta Dhulipudi
Kandy Beatty
Laura03
Laura03
Captain II
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  • Laura03
  • Captain II
  • September 22, 2023

Hello @nperez94naw ,

In addition to Marlilizevanzyl’s solution provided, I checked the Ideas section of Acumatica Community and did not find where your idea has been suggested.

Can you please add your Idea to the Ideas section of Acumatica Community so that we can vote for it, to be included in a future version?

Posting a link to your new idea in this thread too, will help more people see it and vote.

Thank you!

Laura

~ Laura Barber, WM Synergy
Chris Hackett
N
KushaniPerera88
Acumatica Employee
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  • KushaniPerera88
  • Acumatica Employee
  • September 22, 2023

@nperez94naw Here is another post with a solution in adding the currency without the business account being selected

 

 

Kandy Beatty
Chris Hackett
N
N
Freshman I
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  • nperez94naw
  • Author
  • Freshman I
  • September 22, 2023

Thanks @marilizevanzyl I have not tried the customization but it seems that does that I am looking for. I will publish it. Thank you

Thanks @Laura02  here is the link to the Idea.   Enable Currency Field on Opportunity Screen without choosing a Business Account. | Community (acumatica.com)

Thanks @KushaniPerera88 for the link

Best regards,

Noel

KushaniPerera88
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