[SalesForce] Opportunity Amount – Formula field not displaying currency

We have a custom object and in that custom object, we have a formula field, which will display the opportunity amount… (Formula field return type is Currency)
Opportunity__r.Amount

In the opportunity record the Amount is displayed in the below format:

Oppty currency Amount (User currency)
e.g: CAD xxx (USD xxxx)

Whereas in this formula field in the custom object, it just displays the user currency..in the below format

User Currency Amount
e.g:USD xxxxx

This is the case when opportunity owner view this record. If someone else views this custom object record, then displays the formula field in the below format:

OpptyOwnerCurrency Amount (Logged in user currency)

It is NOT considering the opportunity currency.

I want to show this formula field in the same format as the opportunity amount field:

CAD xxx (USD xxxx)

please suggest any workarounds for this issue..

Advanced Currency Management is not enabled.

Best Answer

Once multi-currency is enabled in your org, most objects in the database now have a CurrencyIsoCode field on them. Just because objects like the Opportunity object and your custom object are related by a lookup or master-detail, does not mean that the CurrencyIsoCode codes will be the same. These are separate records in the database, with separate CurrencyIsoCode fields. It sounds like your custom object record has a CurrencyIsoCode in USD. If you change it to CAD, then it will render the currency field in the same format as your Opportunity.

You might consider a Visualforce page for the new and edit screen of your custom object if you need to keep the currency sync'ed to your Opportunity.

Related Solutions

[SalesForce] Change Opportunity Currency after adding a Opp Line Item

Why does the Opportunity currency become uneditable after a line item is added? Has anyone beeen able to make the currency editable on an Opp with a line item?

This is because the Opportunity Line Item (OLI) has a lookup to the PricebookEntry object. The PricebookEntry represents a product entry (an association between a Pricebook2 and Product2) in a price book.

The PricebookEntry must have a currency value (when multiple currency is enabled). I (believe) that it is this, that is actually preventing you from changing the currency on the Opportunity as all OLI lookups to PricebookEntry must have matching Currencies. (i.e An OLI must lookup a Product, using PriceBook, all in the Same Currency as the original Opportunity.)

Currently when you try to change the Opportunity Currency, at that point in time it will no longer match the Currency of the PricebookEntry and so would fail to match the criteria.

Has anyone beeen able to make the currency editable on an Opp with a line item?

I personally haven't done it myself but in principal it is possible via Apex and a button or link. The code would need to do the following:

Record ALL existing information about the OLI including lookups to related objects
Find the corresponding PricebookEntry lookups for the same Product2 and Pricebook2 with the new currency
Report an error if a match is not found (or skip that OLI)
Delete existing OLI records
Update the Currency of the Opportunity
Create New OLI records with the new currency and new PricebookEntry lookup values

This all sounds a bit of overkill for what should be a simple requirement but am not aware of another solution. So careful consideration will be required before undertaking the work.

Jason

[SalesForce] Pricebook entry currency code does not match opportunity currency code

Try setting the CurrencyIsoCode on the PricebookEntry before insert.

thePricebookEntry.CurrencyIsoCode = this.theOpportunity.CurrencyIsoCode;

Best Answer

Related Solutions

[SalesForce] Change Opportunity Currency after adding a Opp Line Item

[SalesForce] Pricebook entry currency code does not match opportunity currency code

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