Detail summaries for Creatio add-on question

Hello Creatio lovers :-)

 

I have defined to test two products with their price in different currencies (USD and CLP, represented in Chile as (USD as USD and CLP as $)

 

When I did an Opportunity, using products with prices in the defined currencies "Detail summaries for Creatio add-on" sums USD with CLP totals as the same rate,  how can I solve it?

 

Please see at http://prntscr.com/sl6l5m

 

Have I way to solve this?, "Detail summaries" offers just Total/Sum, see at http://prntscr.com/sl6ms2 and have not what in Marketplace offers, selecting base currency, for example, how can I activate this? Please see at https://marketplace.creatio.com/sites/marketplace/files/maketplace/sc2_detail_sum.png

 

Also, Creatio calculates wrong the Opportunity Total, how can we correct this? Please see at http://prntscr.com/sl6umo

 

Thanks in advance

 

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3 comments

Hello Julio,

 

you need to customize a multi-currency field for the Total column in the 'Opportunity product' detail. A multi-currency field will allow you to use detail summaries in a similar way as for Orders.

 

Hello Irina, thanks, but I have no a "multi-currency field" on my opportunity detail, could you, please, explain me with more details as we can solve this?

Hello Julio,



To set up the multi-currency field, use the following Development Guide instruction: https://academy.creatio.com/documents/technic-sdk/7-16/how-add-multi-currency-field

Hope it helps.

Have a good forthcoming weekend!

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