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For companies working internationally with purchase and sales in various currencies, the Jobs module way of handling currency is far to limiting.
The main problem is not being able to budget costs in LCY and enter Billing lines in another currency. Either you enter ALL planning lines in LCY and have the amount converted to Invoice Currency, or you enter ALL lines in FCY, thus being forced to convert your budgeted costs to FCY.
But it should be possible to enter planning lines in whatever currency you want - both billable and budget!
Example (LCY = DKK):
A project could encompass budgeted costs in GBP, EUR etc. (exchange rate unknown at creation time) , while invoicing the customer in USD. Now you cannot follow up on differences between expected and actual budgeted currency amounts in this case - you would have to keep a separate record somewhere else - not good!
Most fields and functions are available in the table but need to be reworked - especially in the transfer to invoice and invoice posting objects.
The main problem is not being able to budget costs in LCY and enter Billing lines in another currency. Either you enter ALL planning lines in LCY and have the amount converted to Invoice Currency, or you enter ALL lines in FCY, thus being forced to convert your budgeted costs to FCY.
But it should be possible to enter planning lines in whatever currency you want - both billable and budget!
Example (LCY = DKK):
A project could encompass budgeted costs in GBP, EUR etc. (exchange rate unknown at creation time) , while invoicing the customer in USD. Now you cannot follow up on differences between expected and actual budgeted currency amounts in this case - you would have to keep a separate record somewhere else - not good!
Most fields and functions are available in the table but need to be reworked - especially in the transfer to invoice and invoice posting objects.
STATUS DETAILS
Needs Votes
Comments
We have 2 clients with this exact requirement. We need to be able separate the Fx gain/loss from controllable gains and losses in the project and it's impossible to do that if we cannot plan in multiple currencies.
Category: Project Management
4c5b156b 7c2b-e911-a95b-000d3a4f36ce (administrator)
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Jodi Christiansen
PM, Microsoft