User entered Exchange Rate RRS feed

  • Question

  • I need to allow a user to essentially lock an exchange rate on a parent record and inherit that rate on a child record with the option to override it.  In other words if the exchange rate is updated on the currency record the user entered currency is not changed.  Has anyone tried anything like this with a plugin?  Will I have to bypass the whole currency feature in CRM and use my own attributes and calcs?



    Monday, December 5, 2011 10:08 PM

All replies

  • I would think that you would have to make a custom object for the "Child Object" because the exchange rate changes across the board.  So you can't have a currency for Customer A, and the same currency for Customer B - with 2 different Exchange rates.



    Wednesday, December 7, 2011 2:39 PM