You can set the exchange rate to be used in a credit note that is issued for invoicing in a foreign currency when data is taken from the item journal. To do this, you must create a new project.

Note
For more information, see "Create a project" in the Applications and Business Processes Help.

1. Click Project> Common Forms> Project Details> Invoice> On accountto open the On accountform.

2. Press CTRL+N and enter the required details.

3. Click Functions> Invoice proposalto open the Invoice proposalform.

4. Click Create on-accountto open the Create on-accountform.

5. In the Invoicing methodfield, select Invoices.

6. In the Invoice datefield, enter the ledger posting date, and then click OK.

7. In the Invoice proposalform, click Post invoiceto open the Post invoiceform, and then click OKto post the invoice.

8. In the On accountform, click Functions> Select for credit noteto open the Select for credit noteform.

9. Select the Copy exchange ratecheck box.

10. In the Selectfield, select the check box to select the project.

11. In the On accountform, click Functions> Invoice proposalto open the Invoice proposalform.

12. Click Create on-accountto open the Create on-accountform.

13. In the Invoicing methodfield, select Credit notes.

14. In the Invoice datefield, enter the ledger posting date, and then click OK.

15. In the Invoice proposalform, click Post invoiceto open the Post invoiceform, and then click OKto post the credit note invoice.

16. In the On accountform, click the Voucher transactionsform and view the values in the Amountand Amount currencyfields.