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    Home Orlando Now Platform Administration Now Platform administration Currency administration Setting up and operating FX Currency fields Setting up defaults required for FX Currency use Configuring FX Currency field behavior

    Configuring FX Currency field behavior

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    Configuring FX Currency field behavior

    After establishing global currency defaults, you can create custom FX Currency configurations for specific table fields. Identify the table fields that use FX Currency, and define how currency conversion calculations should be performed, displayed, filtered, and aggregated.

    For each selected field that uses FX Currency, you configure settings that:
    • Govern decimal precision and currency display in lists, forms, and reports.
    • Identify the reference currency code for converting currency values entered into an FX Currency field into a common currency for report aggregations.
    • Identify the rate table and data source to use for currency conversions.
    • Specify the rate and target fields to use for filtering custom conversion rates.
    Note: When you create a currency configuration, it applies those settings only to the FX Currency field that you add it to. An FX Currency configuration takes precedence over global system properties that you established in System Localization > All Properties.

    To learn more about global currency defaults, see Configuring FX Currency global settings.

    You can change the defaults at any time. Doing so doesn't affect existing values, but it can make working with existing values difficult.
    • For example, if you modify the Reference Currency field in the Currency tab, existing instance records have the old reference currency, but new instance records have the new reference currency. You can't perform an operation such as sum aggregation because the reference values are in different currencies.
    • However, because the actual reference currency in the Currency Instance [fx_currency2_instance] table is accessible in an FX Currency field, you can use any script that performs this aggregation.
    • Identify the FX Currency field and its display parameters

      Specify the table, and the field within the table (for example, cost), that the FX Currency configuration applies to. Then, select the decimal precision and currency display parameters for the field.

    • Set the reference currency

      Set the reference currency for the designated FX Currency field. The Now Platform uses the reference currency to convert values entered into the FX Currency field into a common currency for report aggregation purposes.

    • Specify the rate table and date source for currency conversions

      Identify the rate table and data source to use for currency conversions for the designated FX Currency field.

    • Select the rate and target table fields used for filtering

      Optionally specify the rate table and target table fields to use for filtering conversion rate information.

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      Configuring FX Currency field behavior

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configuring FX Currency field behavior

      After establishing global currency defaults, you can create custom FX Currency configurations for specific table fields. Identify the table fields that use FX Currency, and define how currency conversion calculations should be performed, displayed, filtered, and aggregated.

      For each selected field that uses FX Currency, you configure settings that:
      • Govern decimal precision and currency display in lists, forms, and reports.
      • Identify the reference currency code for converting currency values entered into an FX Currency field into a common currency for report aggregations.
      • Identify the rate table and data source to use for currency conversions.
      • Specify the rate and target fields to use for filtering custom conversion rates.
      Note: When you create a currency configuration, it applies those settings only to the FX Currency field that you add it to. An FX Currency configuration takes precedence over global system properties that you established in System Localization > All Properties.

      To learn more about global currency defaults, see Configuring FX Currency global settings.

      You can change the defaults at any time. Doing so doesn't affect existing values, but it can make working with existing values difficult.
      • For example, if you modify the Reference Currency field in the Currency tab, existing instance records have the old reference currency, but new instance records have the new reference currency. You can't perform an operation such as sum aggregation because the reference values are in different currencies.
      • However, because the actual reference currency in the Currency Instance [fx_currency2_instance] table is accessible in an FX Currency field, you can use any script that performs this aggregation.
      • Identify the FX Currency field and its display parameters

        Specify the table, and the field within the table (for example, cost), that the FX Currency configuration applies to. Then, select the decimal precision and currency display parameters for the field.

      • Set the reference currency

        Set the reference currency for the designated FX Currency field. The Now Platform uses the reference currency to convert values entered into the FX Currency field into a common currency for report aggregation purposes.

      • Specify the rate table and date source for currency conversions

        Identify the rate table and data source to use for currency conversions for the designated FX Currency field.

      • Select the rate and target table fields used for filtering

        Optionally specify the rate table and target table fields to use for filtering conversion rate information.

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