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ArticlesSales Invoices created from Billing Documents are in the wrong Currency

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Sales Invoices created from Billing Documents are in the wrong Currency

When creating a Sales Invoice from a Billing Document, the currency may be incorrect. This is a known issue scheduled to be addressed in a future software release. A workaround is available, which involves creating a new field and flow to map the correct currency. Further assistance can be obtained by contacting support.

  • Oct 19, 2023
  • Knowledge

Title
Sales Invoices created from Billing Documents are in the wrong Currency
URL Name
Sales-Invoices-created-from-Billing-Documents-are-in-the-wrong-Currency

Release Version
Symptoms
  • When creating a Sales Invoice from a Billing Document, the currency of the Invoice is in the Accounting Currency of the Customer Account
  • The amount is the same value as on the Billing Document when there should have been a currency conversion
  • The Currency on the Sales Invoice should either show as that on the Billing Document, or make the conversion
  • The Currency on a Sales Invoice created from a Billing Event is the same as on the Event, so why is the Document incorrect?
Resolution
  • This is a known defect which is being looked into resolving in a future release
  • A changeset in the software is planned for Spring 2024, please check the Community site for more information
  • The workaround is as follows:
    1. Create a Text field on the Billing Document to store the Accounting Currency SFID (N.B. This does not need to be exposed on the Page Layout).
    2. Update the Billing Document to Sales Invoice and Billing Document to Sales Credit Note Mappings, to map the field created above to the Invoice Currency/Credit Note Currency field.
    3. Create a SF flow to get the related Accounting Currency SFID and update the field created in Step 1
  • A document is available to assist with the above steps, if needed
  • Please raise a case with Certinia Support if you require further assistance with this issue
Cause
  • Configuration is missing from the current design of the software, to be added in a future release
Additional Notes
Professional Services CloudCustomer Success CloudMulti-Revenue BillingFinancial Management Cloud
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Knowledge:Sales Invoices created from Billing Documents are in the wrong Currency