Advanced Foreign Exchange Features

The Advanced Foreign Exchange Features were introduced to Eralis add-ons in May 2026.  For Eralis Job, this was version 10.00.400.

For new installations, when you select ‘Use Foreign Exchange Functions’ in Job Setup (Administration > System Initialization > Job > General Settings, ‘General’ Tab) you will be asked to read this article regarding advanced features.  Enabling this feature is entirely optional, and if you don’t choose to do it then, you can still turn it on later.

Functionality Changes

The billing currency has been moved from the Job Line Processing Tab to the Job Accounting Tab.  For non-local currency customers, this can be changed until an Invoice has been generated for the Job at which time the billing currency is locked.

The biggest change has been to preserve currencies across transactions and on the Job lines.

Example:

• In version 10.00.399, the currency was ignored on Job Material and Timesheet transactions.  If an item was defined in the price list as EUR200, then it was treated as (local)200 for the transaction.

Local currency                $

Exchange rate for EUR  1.2

Labor item price            EUR200

When the Job line was created from Timesheet entry, the price would be $200

• In version 10.00.400, both the currency of the BP and the currency of the item is considered.

Given the above values, when the Job line is created from Timesheet entry the price will show as both local and foreign, e.g. Unit Price = $240 / Unit Price (FX) = EUR200.

For non-local currency BPs, either of these values (local/foreign) can be manipulated on a Job line and the other will be updated.

This also implies there are new columns that can be selected on the Job Line Processing Grid and entry forms  For example, a column for ‘currency’ will now be available on transaction Entry forms. ‘Sales Total FX’ will now be available on the Job Line Processing tab.  

These new columns will be added at the end of the Grid so you may want to ‘move’ them up in the lineup where applicable:

• Currency
• Unit Price
• Price After Discount
• FX Rate
• Unit Price (FX)
• Price After Discount (FX)

Note – Job line costs have always been in local currency, this has not changed.

Some considerations:

• Consolidated invoicing will only be available for local currency BPs
• No standard reports have been changed - the values will show in local currency as they always have
• If you have been using database triggers to get around the issue of determining specific foreign sell prices on Job lines (which this feature now solves), you will need to evaluate whether the trigger is still needed.

Upgrading existing installations

For existing installations, you can turn this on via a new menu item:

Administration > System Initialization > Job > Enable Advanced Foreign Exchange Feature.

Note – the user must have the <Job Setup – System Initialization> Authorization to see this menu item.

Pre-requisites to running this upgrade:

• ‘Use Foreign Exchange Functions’ must be enabled in Job Setup.
• SAP Exchange Rates must be specified for today
• Have a database backup (not mandatory but highly recommended)
• Ensure there are no users logged into the company

There is a pre-check process that will run if you are enabling this functionality in an existing database:

Step 2 of the upgrade wizard will evaluate existing Jobs.  There cannot be any Job lines that are in a Partly Processed state for this wizard to continue.

If any partly processed Job lines are found, you are presented with a list so that you can decide what to do with those lines.

Step 3 is a final confirmation.

After checking the tick box, you will be able to use the ‘Next’ button which will make the necessary changes to all Job lines.  This will take a few minutes; in testing on a SQL database with1.7M Job lines, the update took 2 minutes.