Currency Exchanges List View
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: 2024.01.31 and newer
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| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Delete |
WARNING: Records cannot be recovered once they are deleted! Note: Currency Exchange records can only be deleted if they have not been used on a transaction else the message, "[Exchange Table] could not be deleted because it is used on a transaction.” will be displayed when this button is clicked. |
| Edit |  Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid 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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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Opens a new blank record for data entry. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete. |
| Company | Displays the names of all the Companies that are assigned to 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. Database Field: ERPx_MFDataEntityCompanyCurrencyExchange.DataEntityCompanySK . |
| Exchange Table | Displays 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. Database Field: ERPx_MFCurrencyExchange.Description |
| Exchange Table ID | Displays the unique identifier of the Exchange Table record. This field is only editable from the Currency Exchanges Record View for a new record before the initial Save, after Save it is disabled. Database Field: ERPx_MFCurrencyExchange.ExchangeID |
| From Currency | Displays the Currency that the Currency Exchange Table is converting from. This field is only editable from the Currency Exchanges Record View for a new record before the initial Save, after Save it is disabled. Database Field: ERPx_MFCurrencyExchange.SourceCurrencySK |
| To Currency | Displays the Currency that the Currency Exchange Table is converting to. This field is only editable from the Currency Exchanges Record View for a new record before the initial Save, after Save it is disabled. Database Field: ERPx_MFCurrencyExchange.DestCurrencySK |
| Sequence | Identifies the sequence the Exchange tables are displayed 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. Database Field: ERPx_MFCurrencyExchange.Sequence |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.