Changing the Sales Exchange Rate on Quotations, and Stock in VS

In Manufacturer Systems > X3 > Vehicle Multi Currency, system parameters, control the priority of a user authorised to do the following:

• Change the sales exchange rate on a vehicle offer in Showroom

• Change the sales exchange rate of a vehicle stock record

See also: Changing the Exchange Rate on Foreign-Currency Vehicle Invoices.

In Autoline, you can change the purchase- and/or sales exchange -rate of individual stock records, one at a time. However, there is also a batching process that allows you to make a selection of vehicles, to see the current pricing details for each one (currency price, current exchange-rate, and base-currency price), and then to choose to change some, or all, at the same time.

Setup

Note: Before you use this program, you must ensure that the Autoline system is correctly set up. This is normally done by, or on advice from, an Autoline consultant. Consultants should refer to the handover document.

Make sure that the vehicle multi-currency parameters for priorities are set correctly. Ensure that Showroom system parameters are set correctly for editable states. Manufacturer Systems > X3 > Vehicle Multi Currency, system parameters, set the VS Sales exchange-rate priority.

Summary of Processes

• Change Exchange Rate in Showroom

  (Change vehicle exchange rate in Showroom quotation – display quote)

• Revalue Vehicle-Sales Exchange-Rate

  (Revalue batch-of-sales exchange rate in Vehicle StockBooks)

Changing the Exchange Rate in Showroom

To change the exchange rate in Showroom:

1. On the Autoline Master Menu, click Showroom CRM > Quotations.

   The Showroom Enquiries main interface is displayed.

2. Create a New Vehicle, Used Vehicle, or Recall Enquiry, to display the final Display Quote screen.

3. Select menu-bar option Edit > Exchange Rate… (Exchange Rate will be available if the current vehicle is a multi-currency vehicle, priority is greater than the multi-currency parameter priority field (SRQUEXST) and status is that of an editable state based on the SR system parameters.)

   The Sales Exchange Rate Form is displayed.

4. After adding the new exchange rate, click Save.

   This updates the table, X3.MS.vmcqu.

Revaluing the Vehicle Sales Exchange Rate

To revalue the vehicle Sales exchange rate:

1. In Vehicle stockbooks, click Miscellaneous Options > Revalue sales multicurrency.

   Note: This menu option is only visible and available if the multi-currency parameter field, vsexchsa, is less than the current priority.

   The Revaluation of Vehicle Sales Exchange Rate form is displayed.

2. Fill in the Filters, then select Refresh to reduce the number of records displayed.

   This filters out all vehicles not related to the criteria set.

   Default values are added to the new rate for the latest exchange rate. This automatically adjusts the New Base Price and Difference and whether the vehicle can be re-valued.

3. Note: You can also manually add-in an exchange rate by selecting the New [Exchange] Rate column for a specific vehicle.

4. If you do not want a particular vehicle to be re-valued, you can toggle the re-valuation selection via the column Revalue, for a specific field.

5. When satisfied with the vehicles to be re-valued, select Process to re-value the vehicles.

   When completed, a message is displayed.

   And the table is refreshed, with the new vehicle updated.

   During processing of the vehicles, the relevant files and fields are updated.