Creating quotes in multiple currencies with SugarCRM 7.9.x

Hi Steve Thompson 

Quotes module in sidecar (7.9) always try to replicate to Items and Product Bundles the currency selected in the Quote.

By coding you can skip this behaviour and, eventually, you can add some awesome feature which automatically manage Product Bundles based on currency selected on an Item.

Let me explain: by coding some js layouts and views the GRID can identify the currency selected in an Item added into default Bundle and then create a custom Bundle whose name follow this specificy currency, set up its currency accordingly and then move the Item from default Bundle to the new one.

This way your Quote is expressed in any Currency and it may have several Bundle Products, each one expressed in a different Currency, each one with their own Items.

If hope it make itself useful for you. We implemented features similar to that twice.

Kind regards

Hi André,

The issue we have found is that the QLI's do not replicate the currency in the quote, instead they will reflect the currency specified in the product catalog. The currency field in the quote affects the subtotal, discount and grand total, but not the line items.

I would like more details on what you have implemented, because I might be able to use a similar approach to fix the issue we have. Can you share any of your modifications?

Steve

Feel free to ping me on skype ( andre.lampada ).

Regards

Half of these damn solutions here are shared via some other channel except here... Please be kind and update with the solutions here on this page... that's what kb's are for!

Half of these damn solutions here are shared via some other channel except here... Please be kind and update with the solutions here on this page... that's what kb's are for!