Add an FX Currency field to a table
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Currency fields
Before using and configuring an FX Currency field, you first add it an existing table, or to a new one, in
Before you begin
About this task
For example, you create a new custom table, named transactions, that stores transactional information and contains an FX Currency field called cost.
Procedure
Related Content
- Add conversion rates using a custom rate table
You can create a custom rate table to ensure repeatable and consistent calculations. In a custom rate table, you control the conversion rates and the frequency of rate conversions. If you don't define custom rate tables, FX Currency fields use the System Conversion Currency Rate [fx_system_rate] table, which updates rates daily from the ECB (European Central Bank) website.
- Configuring FX Currency global settings
Before setting up and using FX Currency, review the related system properties to confirm or modify its default behavior.
- 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.
- Updating the Currency Instance record
If you have an assigned role of currency_instance_admin, you can review and edit the details of a currency entry in an FX Currency field. You can't edit the reference currency and value because they are calculated automatically.