Foreign Trade & Logistics Currency Rate
| Lines of Code | 386 |
| Technical name | viin_foreign_trade_currency_rate |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_foreign_trade_currency_rate |
| Read description for | v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 v 19.0 |
| Required Apps | Invoicing (account) Purchase (purchase) Discuss (mail) Inventory (stock) |
| Included Dependencies | Foreign Trade, Logistics Viindoo Base Viindoo Accounting Advanced Bank Currency Rates Payment with Payment Lines VAT Counterpart Account |
| Extensions | Foreign Trade Export & Logistics Currency Rate Foreign Trade Import & Logistics Currency Rate |
Customs declarations valued at the bank's transfer rate
Import and export declarations take their exchange rate from the bank of the declaration journal (or the company's main bank) at the transfer rate, instead of the generic company rate.
Foreign Trade & Logistics Currency Rate (technical name viin_foreign_trade_currency_rate) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for customs clerk.
At a Glance
The facts of Foreign Trade & Logistics Currency Rate, version 1.0.0, in one place. Published by Viindoo.
How It Works
Set the main bank; keep bank rates up to date.
Declaration
EUR at the bank rate.
Rates
Buy, sell, transfer per bank.
Settings
JPMorgan Chase.
What You Get
Bank rate on declarations
Journal bank or company main bank
Transfer rate
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Bank Currency Rate app, manual or provider.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Foreign Trade & Logistics Currency Rate?
Customs clerk
The EUR declaration uses JPMorgan's transfer rate of the day.
Frequently Asked Questions
What does Foreign Trade & Logistics Currency Rate do?
Import and export declarations take their exchange rate from the bank of the declaration journal (or the company's main bank) at the transfer rate, instead of the generic company rate.
What does Foreign Trade & Logistics Currency Rate not do?
Rates must exist for the bank and day. Bank Currency Rate app, manual or provider.
Who is Foreign Trade & Logistics Currency Rate for?
Customs clerk: The EUR declaration uses JPMorgan's transfer rate of the day.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_foreign_trade, to_bank_currency_rate. Odoo installs them with it.
How do I set it up?
Set the main bank; keep bank rates up to date.
What works well with it?
Bank Currency Rate (to_bank_currency_rate): Required. Foreign Trade (viin_foreign_trade): Required.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_foreign_trade_currency_rate; pre-sales questions go to sales@viindoo.com.
See Foreign Trade & Logistics Currency Rate in Action
Customs declarations valued at the bank's transfer rate
Need help with Foreign Trade & Logistics Currency Rate?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comWhen contacting us, please include:
- Odoo/Viindoo version (Odoo CE / Viindoo Editions).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
apps.support@viindoo.comFor faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Upgrades to a newer Odoo series are a separate purchase for that series.
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword viin_foreign_trade_currency_rate.
- Press Install.
Instruction
Instruction video: Foreign Trade & Logistics Currency Rate
This module helps to apply the Transfer Rate when creating the Customs Clearance Request for both export and import transactions. In this article, we will show you how to use it when importing goods.
Setting up Foreign Exchange Rates
Navigate to Accounting > Configuration > Currencies, select the currency that the business needs to convert according to the exchange rate (For example, the enterprise is recording its accounting books in VND and needs to transact with a partner using the USD). Then press the Active button to activate the currency and make declare the bank rate (Buy rate, Sell rate, Daily transfer rate).
Setting Main Bank
Navigate to Settings > Accounting, find the Currencies area and select Main Bank which is the one that declared the foreign exchange rate above.
Create the Customs Clearance Request
Navigate to Foreign Trade > Customs Clearance Document > Import Customs Clearance Request, press Create to create Customs Clearance Request.
At this time, the Currency Rate of the request is Transfer Rate you set up earlier. In case you declare the transfer rate for many days, the system will take the transfer rate in the past day closest to the Request Date of the Customs Clearance Request.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
