Preserve Original Currency Rates

Quote prices depend on market factor and currency rate, which can be updated through Setup. By default, when users edit existing quotes and market factor and/or currency rate have been changed in the system, new values will be applied to the quote.

In order for quotes to preserve original market factor and currency rate, you can set a flag found in admin → general → application parameters → Shopping Cart and Quotes tab → Preserve market factors and currency rates in saved quotes.

Switching this parameter to “On” means that when users edit existing quotes, original market factor and currency rate will be applied to the quote.

Re-applying market factor and currency quote to old quotes

If system is using original market factor and currency rates (parameter set to 'On'), users can still apply new market factor and currency rates by executing action “Refresh Market and Currency”.

“Refresh Market and Currency” action can be added to cart either as a standalone action - for users to execute it explicitly, or as a pre or post-action to some other quote action - for system to execute it implicitly without informing users . This can be set up in Workflow/Approval → Workflow menu in administration.

You are here: SAP Sales Cloud CPQ Online HelpAdmin Page HelpPricing/CalculationsPreserve Original Currency Rates