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.

Before you begin

Role required: admin, currency_instance_admin, with ACL access to the FX Currency field.

Procedure

  1. Access the Currency Instance record using one of the following methods:
    Access methodDescription
    Direct access from an FX Currency field Click the edit icon (Edit icon) that appears next to the FX Currency field in a transaction record.
    From the navigator bar
    1. Navigate to System Localization > FX Currency Configuration.
    2. Click the Currency Instance record to edit.
    Note: Only users with an assigned admin role can access this selection from the navigator.
  2. On the form, fill in the fields.
    Table 1. Currency Instance
    FieldDescription
    Amount Currency amount that you entered into the FX Currency field, formatted according to the currency code in your user locale. The amount stores internally as a currency code and a numerical value of up to 12 digits in length. For example, USD; 1234.56.
    Note: The currency value has two parts: the currency amount and a currency code. The amount stores as a decimal value, for example, 1234.56.
    Currency Code Three-letter ISO code that identifies the currency that you select for the currency amount. For example, USD for the US Dollar, or EUR for the Euro.
    Conversion Rate Conversion rate used to calculate the reference currency value. It converts a session currency value, expressed in one currency, to another, and stores as a reference to a record in the Currency Conversion Rate [fx_conversion_rate] table.

    The conversation rate is based on the Conversion Rate Table and Conversion Date Source settings for the FX Currency field in the Rate tab of FX Currency Configuration. To learn more about these settings, see Configuring FX Currency field behavior.

    You change or select the conversion rate as needed.
    Reference Amount Calculated reference currency amount. The Now Platform converts the currency value entered into the Amount field into a common reference currency. It uses the settings in the Reference Currency Source and Reference Currency fields in System Localization > FX Currency Configuration to do so.

    You can't change the calculated reference amount.

    Note: To learn more about reference currencies, see Set the reference currency.
    Reference Currency Code Three-letter ISO code that identifies the reference currency, for example, USD, to which the entered currency value converted. You can't change the reference currency code.
  3. Click Save.