Do not update rates if the exchange rate is changed.

YouTube: How to Prevent Rate Updates When Exchange Rate Changes in Purchase Orders?

How to Prevent Rate Updates When Exchange Rate Changes in Purchase Orders?

This tutorial explains how to prevent automatic updates of Item Rates when the Exchange Rate is changed in a Purchase Order in Logic ERP. This feature ensures that once rates are entered, they remain fixed—even if the exchange rate is modified later.


Objective of This Feature

  • Prevent automatic recalculation of item rates

  • Maintain consistency in entered rates

  • Avoid unintended price changes

  • Improve control over Purchase Order transactions


Understand Default Behavior

Initial Process

  • Create a New Purchase Order

  • Select Supplier

  • Choose Currency / Exchange Rate

Observation

  • Go to Item Details Section

  • Enter an item

System Behavior

  • Item Rate is calculated based on the selected exchange rate


Change Exchange Rate

Action

  • Return to Header Section

  • Modify the Exchange Rate

Default Result

  • Item Rates in the grid are automatically updated

  • Rates change according to the new exchange rate


Enable Rate Lock Feature

  • Open Configuration Window

  • Go to Other Settings

  • Locate and enable the option labeled as:

“Do not update rates if the exchange rate is changed”

  • Click OK to apply changes.


Implement Functionality

New Transaction

  • Start a New Purchase Order Entry

  • Select Supplier

  • Choose Currency / Exchange Rate

Implement Process

  • Enter item in Item Details Section

  • Change the Exchange Rate again

System Behavior

  • Item Rates remain unchanged

  • No automatic recalculation occurs


Key Benefits

  • Protects manually entered rates

  • Prevents pricing inconsistencies

  • Improves control over purchase transactions

  • Reduces chances of calculation errors


Best Practice Tips

  • Enable this feature when working with fixed negotiated rates

  • Double-check exchange rates before item entry

  • Use carefully in dynamic pricing scenarios


Final Outcome

  • Item rates stay fixed even after exchange rate changes

  • Greater control over pricing in Purchase Orders

  • Reduced risk of unintended rate modifications

  • Improved accuracy and reliability in transactions

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