Changing currency or price list on sales records

Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used on the record. After a record is created whether the currency can be changed depends on the record type and the status of the record.

Opportunity Records

StatusCan currency be changed?Can Price List be changed?
OpenYes, but only if there are no associated opportunity products, quotes, orders or invoicesYes, but this can cause errors with line items if they do not have a price list item on the new price list
WonNoNo
LostNoNo

Quote Records

StatusCan currency be changed?Can Price List be changed?
DraftYes, but only if there are no associated quote productsYes, but this can cause errors with line items if they do not have a price list item on the new price list
ActiveNoNo
WonNoNo
ClosedNoNo

Order Records

StatusCan currency be changed?Can Price list be changed?
ActiveNoYes, but this can cause errors with line items if they do not have a price list item on the new price list
FulfilledNoNo
CanceledNoNo

Invoice Records

StatusCan currency be changed?Can Price list be changed?
ActiveNoYes, but this can cause errors with line items if they do not have a price list item on the new price list
PaidNoNo
CanceledNoNo

Leave a Comment

Your email address will not be published. Required fields are marked *