[SalesForce] How to create roll-up summary on currency field in multi-currency organizations

Short answer: you can't do this without a major investment.

Longer answer: my job is developing FinancialForce's PSA application, which requires supporting dated exchange rates and other ACM features on custom objects. Salesforce has confirmed to us more than once that there is no native way to do this, so we've implemented our own currency conversion from the ground up to support our needs. We do support reading the dated exchange rates from ACM's tables, but we still have to do all our own math on the conversions in apex logic. At the very least this means that you can tap into the same currency data for your calculations, even if the implementation of the logic must be done independently.

The net effect is that if you want ACM functionality outside of the officially supported objects you're going to have to build you own currency conversion system, and your own apex-managed rollups rather than using the native functionality, for this to work. If you do go this route you'll probably want to turn off parenthesized currency conversions as they'd use the non-dated rates and effectively lie to users of your custom currency system.

This is obviously a non-trivial solution to the problem, but it's the only one that's currently possible today.

I wonder if the fact that you once had advanced currency management enabled may be affecting this if you ever used it. Sometimes when you turn a feature on and use it, I believe certain internal 'flags' might get set. So even though you turn it off, there could be something internally that indicates that it was used. Again, this is all speculation on my part but it is based on a recent experience with trying to delete an approval workflow to replace it with a new one.

Even though I disabled the workflow, one user had used it to get something approved and this prevented it from being deleted. I had to delete the record that was approved, empty the recycle bin, re-create the original record, and resubmit it for approval. Just a thought.

One thing is for sure though - advanced currency management does get in the way of doing roll-ups like this. There is an Idea that you could vote up if it bothers you. It bothers me ... a lot!

https://success.salesforce.com/ideaView?id=08730000000BqMq