Match Account Currency To Order Currency Always

This is possible with a bit of simple customization.

• Create a currency field on Accounts
• Add the attribute populate_list in the fields opportunities, quotes and quotes_shipto at extended Accounts vardefs
• Add the attribute populate_list in the field account_name at extended Opportunities vardefs
• Add the attribute populate_list in the fields shipping_account_name and billing_account_name at extended Quotes vardefs
• Run QRR from Admin -> Repair

At the populate_list you have to setup the currency field in order to tell SugarCRM to copy the currency field from Account to destination (either Opportunity or Quote), for example:

'populate_list' => array(
 'currency_c' => 'currency_id',
),

The left side means the source (Accounts), the right side means the destination (either Opportunities or Quotes).

Regards

Hi Andre,

I also have the same question too.

However I'm really new to the development side in Sugar, is there a way that this code can be packaged and loaded through the module loader as I do not now how to add this code in at the moment.

I checked the file Huzayfah had sent and it seems that this can be added through the module loader and that had added the code into the system.

Hi Andre,

Thank you so much for the fast reply!

I have never done any development with Sugar before therefore I don't even know where to start from. 

The file which i had attached, I basically loaded that through the module loader and therefore it applied the code.

How would i create this code that you have put on here and load it through the module loader.

Really appreciate your help. 

hi Andre'

any reason not to use a calculated field?

Hi Vincent,

I did try to use a calculated field however for some reason i cannot match the currency_Id of the order to the specified currency of the account using a calculated field formula. 

It doesnt let you edit the currency_Id field within Studio

Interesting, I'll need to have a look someday, but just in case did you also try using workflow (SugarBPM)?

Hi Vincent,

I have tried to use the workflow's but there does not seem to be any way using workflows where i could achieve this

I somehow managed to do this via the workflow's and it works very well.

Happy to share my findings and how i managed to do this for those who are interested.

Well done, I had a feeling it would be possible although I've not needed to do this yet, I'm very pleased for you.

Feel free to share and maybe tag your solution with SugarBPM and workflow - in case the name changes again :-)