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Future Dated Transactions > Exchange Rate Managment

edited Jul 21, 2023 10:38PM in Ask A Guru 2 comments

Dear Community,

Recently, we began managing our company's Sales Orders within our Netsuite account. However, we have encountered a specific challenge regarding the exchange rate between our accounting books: the primary book (Local currency) and the Secondary book (US Dollar).

Our primary objectives are twofold:

  1. Align the Exchange rate of the Sales Order with that of the invoice. Currently, we only create one invoice per Sales Order, but there are instances where the exchange rates differ. The reasons for this disparity include:
    • Sales Orders are dated in the future, and when the invoice is sent on a later date, the Sales Order's date remains unchanged, causing it to be stuck with the date of its creation.
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