My org has a custom Object called Proposals that we are converting to Quotes. I exported all of the Proposals and then inserted them with the audit trail dates ( CreatedById, CreatedDate, LastModifiedById, LastModifiedDate). When I created reports to make sure they were identical for the two different Objects, they were a little different. I found an example of an Opportunity that closed in Dec 2024, and the conversion rate for the converted Amount is the 2025 conversion rate. So when the Quote I created yesterday (with a created date = 6/3/2024) synced with the Opportunity, the conversion rate was not the rate effective in December, it was the rate effective yesterday. Is this a bug? Is there a way to force the system to use the conversion rate that was effective on the day the Opportunity was closed?
- conversion rate will apply for inserted opportunities based on current date (Even if you change audit trial fields and made it look like past one). For already closed one it reflects the date based on closure (Say you created an opportunity before and closed it yesterday) and here you have created an opportunity with past date. It will reflect current rates.
Thanks