The purpose of the Currency Exchanges List View is to show all the Currency Exchange Tables that are available within the system and see which company they are associated with. 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 a foreign currency.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| 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 | Opens the selected record for editing. If a record is not selected, the page will not open. |
| 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 | Opens a new blank record for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete. |
| Company | A label to show the names of all the Companies that use this exchange rate table. This table can only be used by the companies that it is assigned to. This field is always editable from the Currency Exchanges Record View. Linked Database Field: ERPx_MFDataEntityCompanyCurrencyExchange.DataEntityCompanySK . |
| Exchange Table | The name associated with the Exchange Table ID. This is required for all records but does not need to be unique. This field is always editable from the Currency Exchanges Record View. Linked Database Field: ERPx_MFCurrencyExchange.Description |
| Exchange Table ID | The unique identifier of the Exchange Table record. This field is always editable from the Currency Exchanges Record View. Linked Database Field: ERPx_MFCurrencyExchange.ExchangeID |
| From Currency | The Currency ID that the Currency Exchange Table is converting from. Linked Database Field: ERPx_MFCurrencyExchange.SourceCurrencySK |
| To Currency | The Currency ID that the Currency Exchange Table is converting to. Linked Database Field: ERPx_MFCurrencyExchange.DestCurrencySK |
| Sequence | Identifies the sequence you want the Exchange tables selected in when there is more than one applicable Exchange Table that can be assigned. For example, if there is more than one Exchange Table that converts from CAD to USD, the system will auto assign the one with the lowest sequence number. This can be edited from this list view by using Drag+Drop. Linked Database Field: ERPx_MFCurrencyExchange.Sequence |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.