Permission to Edit Exchange Rate on Existing Transactions

Scenario

The transaction date controls the exchange rate value in a transaction based on data found in Lists > Accounting > Currency Exchange Rates.

For non-administrator roles, the Exchange Rate field is grayed out when user tries to create or modify a new transaction due to lack of permission.

Solution

To allow users to modify the value in the Exchange Rate field for non-base currency transactions, Administrator must provide user permission on the Currency list (Currencies and Currency Exchange Rates):

1. Navigate to Setup > Users/Roles > Manage Roles
2. Manage Roles: Click Edit
3. Click Permissions
4. Click Lists
5. Permission: Select Currency
6. Level: Select Edit
7. Click Add
8. Click Save