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Changing currency in Open ERP [Closed]

By
Pranav Ashtaputre
on 4/5/13, 5:19 PM 16,310 views

The Question has been closed

by
Ray Carnes
on 11/05/2013 17:53:31

Hi, I am not able to change currency in Purchase settings. Even when I create new currency($), it does not change in the existing purchase orders. Kindly suggest a solution.

Thanks Pranav

2

Ray Carnes

--Ray Carnes--
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Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

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I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 4/5/13, 9:33 PM

Navigate to Settings -> Configuration -> Accounting

Change the value for Default Company Currency

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Next, Nagivate to Settings -> Configuration -> Purchases

Check Manage Pricelist by Supplier

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Next, Navigate to Settings -> Configuration -> Sales

Check Use pricelists to adapt your price per customers

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Finally, navigate to Purchases -> Configuration -> Pricelists

Clear the search filter 'Pricelist Type':

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You can then select both pricelists and, from the Move menu, and export them.

Choose the blue fields, so you can re-import them (after you change the currency).

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Open the CSV file and change both currency_id/id values to base.USD or base.AUD or base.CAD (or the ISO code of the currency you are changing to - see http://www.xe.com/iso4217.php for a list).

Save the CSV file and import it (again from the More meny) to update the pricelists.

OpenERP won't go back and change historic documents. You need to cancel and re-create any Purchase Orders that are wrong.

Uncheck Check Manage Pricelist by Supplier and Check Use pricelists to adapt your price per customers if you don't want pricelists exposed.

I have done exactly till the last step. I exported the file and changed EUR to INR and saved the file on my machine. But from the "More" menu I don't find any import option where I can save the data back. I don't have any import option.

Srinivas Reddy
on 7/29/13, 2:42 PM

Import is not under the "More" menu. It is next to the CREATE button when the LIST view is active. If you can't see it, make sure "Allow users to import data from CSV files" is checked on Settings --> Configuration --> General Settings.

Bista Solutions US, Ray Carnes
on 7/29/13, 2:47 PM

It works. Thanks

Vardan
on 12/27/15, 1:42 PM
0
Zicklee
On 11/5/13, 5:20 PM

it works than you

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Asked: 4/5/13, 5:19 PM
Seen: 16310 times
Last updated: 7/7/16, 7:06 AM