'Select consolidation amount from' control on the consolidate online for dual currency consolidation

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Aug 5, 2019 This feature is released. Oct 1, 2019

Business value

This features helps you control the currency (either the accounting or reporting currency) that's used as the transaction currency in the consolidation company and can automatically copy amounts from the source company to the consolidation company if the currencies are the same.

Feature details

  • Add the “Select consolidation amount from” control on the consolidate online form.

    When the feature is enabled, the user can choose whether the accounting currency or the reporting currency from the source company will be used as the transaction currency in the consolidation company.

  • Directly copy amounts from the source company to the consolidation company if the currencies are the same.

    When the feature is enabled, the accounting or reporting currency amounts from the source company will be copied directly to the accounting or reporting currency amounts in the consolidation company if either of the currencies are the same. The accounting and reporting currency amounts in the consolidation company are calculated using the exchange rate if neither of the currencies is the same.