I am creating a ‘Clone this opportunity in Org Currency’ button. I need to ‘switch’ the opportunity, but have all products in the org’s currency (currently USD).
We have Advanced Currency Management enabled.
How can I grab the originals opportunity line items (which maybe in non-USD) value ? as ACM is enabled, the amount I see is according to the close date of the opportunity.
But what I need, is to create a new opportunity, with the correct in USD.
I need to create a Zero-Sum oppty, that it’s source is X-currency, and it’s destination is Y[USD]-Currency, with different close dates.
In the screen capture, you can see what I get today, while using the said flow:
A major step is to get the Converted amount of the lineitems (Opportunityproduct – in USD) of the original opportunity
The way to that is getting the correct exchange rate from the Dated Currency
With a new flow
I can create the new oppty, and add all it’s products, in the standard pricebook, with USD. Still, the issue of getting the correct ‘Convertd’ amount resides.
The DatedConversionRate is a standard Salesforce table.