The purpose of the Currencies List View is to manage all the Currencies used by your organization. From here, users can add or edit Currencies and assign them to companies. At least one currency must be setup and assigned as the Company Home Currency before NorthScope can be used.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Company | A multi-select lookup to assign all the companies that use the selected Currency. This defaults to blank and is not required. However, the Currency ID will only be shown in look-ups for Companies that are assigned to the Currency. This field is always enabled. Linked Database Field: ERPx_MFDataEntityCompanyCurrency.DataEntityCompanySK |
| Currency | A text box to add/edit the name associated with the Currency ID. This defaults to blank but is required. If missing, the message "Currency is required." will be displayed on Save. This must be unique, otherwise the message "Cannot insert a duplicate row in object 'dbo.ERPx_MFCurrency." will be displayed on Save. This field must be <= 100 characters. Linked Database Field: ERPx_MFCurrency.CurrencyDescription |
| Currency ID | A text box to add/edit the unique identifier of the Currency record. This defaults to blank but is required for all records. If missing, the message "CurrencyID is required." will be displayed on Save. The ID must be unique, otherwise the message "Cannot insert a duplicate row in object 'dbo.ERPx_MFCurrency." will be displayed on Save. This field must be <= 15 characters. Linked Database Field: ERPx_MFCurrency.CurrencyID |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.