QuoteWerks Knowledgebase Topic (Article ID 6288)

Alternate Currency - Refreshing Exchange Rate For a Previous Document

This information applies to :

Article ID

November 13, 2015


Are you using the most current release of QuoteWerks?
Version 5.5 Build 4

I have a document with different items with old Foreign (alternate) Currency price unit (i.e., EUR). I want to modify the exchange rates and the update the price of the each item on the document with new exchange rates. How can I do that?


To refresh the exchange rate on an older document, perform the following procedures:

- Be sure to adjust your updated exchange rate from the Utilities->Exchange Rate Maintenance menu.

- After setting the new exchange rate, you will need to restart QuoteWerks

- Once QuoteWerks is open again, open the document you wish to refresh

- Go to the Sale Info Tab and select a different exchange rate, then change it back to the original exchange rate so that the new exchange rate refreshes the document.

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