Billing Customer in more than one currency

[Zak2009]

Hi,

Is it possible to bill one customer in more than one currency without having two different accounts for the same customer.

Using Sage 6.1 PU2

Thanks

 

[ettienne]

No

 

[trmeupey]

It depends. You can design a specific report where all amounts are converted using a defined rate.

 

[DjangMan]

What's odd, however, is that you can receive payment in any currency for a customer. With that in mind you can certainly adjust your invoice to appear to bill in two currencies and then the customer can pay in USD and the other currency.

 

[ettienne]

Yes it's real odd to receive payment in any currency but be able to bill in multiple currencies. Years ago I wrote an invoicing module for a shipping/transport company, they could have 7 or 8 different currencies when shipping a container from one corner of the world to the other. This was pre Euro days, so charges in Europe racked up a slew of currencies pretty fast.

 

[DjangMan]

Sage could convert their system to bill in any currency. You can change the account set on the source documents and they already store the functional/source amounts everywhere so I don't see what the big deal is.

 

[ettienne]

They don't store source currency at the detail level, only at the header level. Also if you change account sets on the invoice screen then the account set currency code must match the customer's currency code.

 

[DjangMan]

Correct - but the account set determines the currency so they really aren't far off of being able to implement this. We couldn't change the account set until just a few versions ago which opened up all sorts of accounting/reporting possibilities. I'm just saying that they aren't far off from being able to handle that functionality. But I'm not holding my breath.

 

[Zak2009]

Ettiene,

Kindly give some insights on how you went about writing the invoice module that billed in several currencies.

The client needs to bill in more than one currency; billing modules in use include AR, OE and PJC for this customer.

Give me a lead on where pick from.

Sage 6.1

 

[ettienne]

I wrote it in VB.

 

[DjangMan]

I built something similar for a client. We settled on printing invoices from AR. Each invoice had a percentage split optional field value. I wrote a macro to take that initial invoice and split it into two invoices and then delete the original. Each invoice was in the correct currency and went to different customer accounts. It was a huge task and required a lot of understanding on behalf of the client.