Multi-Currency Management on Opportunities
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-cur-0002-multi-currency-management-on-opportunities-1193$ 402.30
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1021 |
| Technical Name |
fal_crm_multicurrency_group |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-cur-0002-multi-currency-management-on-opportunities-1193 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1021 |
| Technical Name |
fal_crm_multicurrency_group |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-cur-0002-multi-currency-management-on-opportunities-1193 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
Odoo supports multi-currency transactions but not multi-currency reporting (e.g., in Opportunities, Sales Orders, or P&L). In CRM, opportunities can be recorded in local currencies, but when viewed from the parent company, the amounts are not converted into the group currency.
CLUEDOO'S FUNCTION
CLuedoo introduces the concept of an Opportunity Expected Amount in Group Currency , allowing consistent reporting across entities and at the group level for both opportunity and expected amounts, an essential feature for multi-company CRMs with different currencies.
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1. Go to Settings > Users & Companies > Companies > Select a company and set its company currency and IFRS currency (group currency)
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2. Log into the company that you just set > Go to CRM > Reporting > Pipeline > Create a new opportunity and put in the Expected Revenue You can see the expected revenue in the company's currency and the converted amount in IFRS currency. |
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3. You can check the Expected Revenue and I FRS Expected Revenue in Pipeline list view |
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Or
Pivot view
to see the total of IFRS Expected Revnue
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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