Acq Wishlist - exchange rate function for purchase orders and invoices

[Christine Burns]

Acquisitions

Wishlist request

Improved functionality for exchanges rates on purchase orders and invoices

Currently in Acquisitions exchanges rates are applied only :

- When the currency of the fund that is used for the purchase is different from the currency of the provider, as listed in the provider's profile, Evergreen will use the exchange rate and the estimated price to calculate the amount to encumber for the item in the currency of the fund and debit the fund accordingly.

- When money is transferred between funds that use different currency types Evergreen will automatically use the exchange rate to convert the money to the currency of the receiving fund.

- When money is allocated from a funding source to a fund that uses a different currency types Evergreen will automatically use the exchange rate to convert the money to the currency of the receiving fund.

We have had multiple requests to add additional functions

1) It would be very helpful if the encumbered amount would show for each item on the PO (as it does on the invoice)

2) Ability to enter an exchange rate to be applied to the billed amounts entered on an invoice