Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The purpose of the Currency Exchanges Record View is to create the Currency Exchange Tables that are to be used within the system for specific / all companies. From here, users can add, edit, or delete exchange tables but the most common function is to update exchange rates. Exchange Tables are only needed for companies that deal with foreign currencies and they are used on transactions and transaction journal entries that have a foreign currency.

...

Toolbar IconsDescription
Delete
Insert excerpt
Delete - RV Header 3.0
Delete - RV Header 3.0
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
New
Insert excerpt
New - Global 3.0
New - Global 3.0
nopaneltrue
Save 
Insert excerpt
Save - RV Header 3.0
Save - RV Header 3.0
nopaneltrue
Save & Close
Insert excerpt
Save & Close - RV Header 3.0
Save & Close - RV Header 3.0
nopaneltrue
FieldsDescription
Exchange Table

This is a single select lookup that displays the Exchange Table name and ID for the currency exchange record being viewed. Changing this value will reload the page for the associated Exchange Table. The lookup contains a list of all Exchange Tables setup in the system.

Database Field: ERPx_MFCurrencyExchange.Description 

...

/ Add Item??? Blank Row - RV Grid Blank Row - RV Grid
Toolbar IconsDescription
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
New

Insert excerpt
New -

Global 3.0
New -

Global 3.0
nopaneltrue

Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
FieldsDescription
From

Identifies the date the exchange rate is applicable from.  This is a date picker that is required. If missing, the message "From Date is required." will be displayed on Save - NEED TO ADD THIS VALIDATION. This defaults as blank on new records and is not editable after Save.  

Database Field: ERPx_MFCurrencyExchangeRate.Start

Rate

Identifies the rate amount used to calculate the exchange with.  This is a numeric textbox that defaults to '0.0000000', is required and must be greater than 0. 

Database Field: ERPx_MFCurrencyExchangeRate.Rate

To

Identifies the date the exchange rate is applicable until.  This is a date picker that is required. If missing, the message "To Date is required." will be displayed on Save - NEED TO ADD THIS VALIDATION. This defaults as blank on new records and is not editable after Save.  

Database Field: ERPx_MFCurrencyExchangeRate.Expire

...