Inline editing custom currency field in Forecasting Opportunity list converts the value as per Company currency
Trailblazer Community

Known Issues · In Review

Inline editing custom currency field in Forecasting Opportunity list converts the value as per Company currency

User Interface

Last updated 17 days ago ·Reference W-9091272 ·Reported By 1 users

In Review

Summary
When editing a custom currency field using inline edit in the opportunity list at the bottom of the Collaborative Forecast screen the value switches to the Company currency value and the original currency value is lost.

Inline edit from Opportunity detail does not have this issue. The Edit page also works. Issue is with inline edit on the forecasting Opportunity list only.

Repro
Can be reproduced in a Multi currency enabled org.

1.Set USD as the corporate currency and EUR as the user’s currency.

2.Create a custom field on Opportunity of type currency and save.

3.Add this field to the list of displays columns from setup->forecast settings.

4.Create an Opportunity with some amount entered in the custom currency field created above.

5.Now navigate to the forecasting page and set the currency on the forecast settings to EUR.

6. Note that the amount shown in the Opportunity list. The currency is EUR.

7.Inline edit and note that the amount shows in USD converted value.

8.Change the value and save. This amount which shows in USD gets saved in EUR without conversion.

Workaround
None apart from using Edit instead of Inline Edit.

Reported By (1)

Simon Stoute

Is it Fixed?

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