Loading
HelpCommunityTraining Center

ArticlesPSA: Error Message When Creating or Editing Assignments or Timecards: "Multi-currency Conversion Error: Valid exchange rates not found for currencies and/or dates specified"

Knowledge Article

PSA: Error Message When Creating or Editing Assignments or Timecards: "Multi-currency Conversion Error: Valid exchange rates not found for currencies and/or dates specified"

A multi-currency conversion error can occur when creating or editing assignments or timecards. This error indicates that valid exchange rates are not found for the specified currencies or dates. The cause is related to incorrect settings within the Currencies Configuration Group. To resolve this issue, you must ensure the currency settings are configured correctly. This involves either setting "Use_Salesforce_Advanced_Multi_Currency" to true to use Salesforce currencies or adding the necessary currencies and exchange rates directly to PSA. If using Salesforce currencies, Advanced Currency Management must be enabled.

  • Feb 27, 2020
  • Knowledge

Title
PSA: Error Message When Creating or Editing Assignments or Timecards: "Multi-currency Conversion Error: Valid exchange rates not found for currencies and/or dates specified"
URL Name
PSA-Error-Message-When-Creating-or-Editing-Assignments-or-Timecards-Multi-currency-Conversion-Error-Valid-exchange-rates-not-found-for-currencies-and-or-dates-specified

Product Area
Assignment & Schedules
Release Version
Symptoms
  1. Create or Edit Assignment or Timecard
  2. Error message: "pse.handleAssignmentChange: execution of BeforeInsert caused by: appirio_core.AppirioException: Multi-currency Conversion Error: Valid exchange rates not found for currencies and/or dates specified. Working with conversion rates as follows: currencyCodes = {CAD}, dates = {2015-12-29 00:00:00}, conversionRatesByDate = {2015-12-29 00:00:00={}} (appirio_core)"
  3. Salesforce Advanced Currency Management enabled in org
  4. Dated exchange rates set up in salesforce currency
  5. No Currencies or Currency Exchange rates set up in PSA currency
  6. Use_Salesforce_Advanced_Multi_Currency in Currencies Configuration Group set to false 
  7. Use_Dated_Exchange_Rates in Currencies Configuration Group set to true
Environment
  • Professional Services Automation
  • All Versions
Resolution
  1. If customer prefers to use Salesforce Currencies (recommended), Use_Salesforce_Advanced_Multi_Currency in "Currencies" Configuration Group must be set to "true"
  2. If customer prefers to use PSA Currencies, customer must add Currencies and Currency Exchange rates to PSA, and can leave the settings as listed above in Symptoms section
    • Note: A PSA Currency Exchange Rate must be setup for every active currency, even the Corporate currency, e.g. if the Corporate currency is USD, then a PSA Currency Exchange Rate must be setup for USD with a 1:1 conversion
  3. If using Salesforce Currencies, be sure to click the Enable button next to the Advanced Currency Management in Setup under Managed Currencies
Cause
  • Use_Salesforce_Advanced_Multi_Currency in Currencies Configuration Group set to false 
  • No Currencies or Currency Exchange Rates set up in PSA currency
Additional Notes
  • Issue also occurs when Use_Dated_Exchange_Rates is set to "true",  Use_Salesforce_Advanced_Multi_Currency is set to "true" and Advanced Currency Management is not enabled, or not an option as in an org which is not setup for multiple currency
  • Use_Dated_Exchange_Rates in Currencies Configuration Group set always be set to true
Professional Services Cloud
Was this article helpful?
00
Upload Files
Recommendations
No results for undefined
Loading
Knowledge:PSA: Error Message When Creating or Editing Assignments or Timecards: "Multi-currency Conversion Error: Valid exchange rates not found for currencies and/or dates specified"