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
Page Header
| Toolbar Icons | Description |
|---|---|
| Cancel | Error rendering macro 'excerpt-include' : No link could be created for 'Cancel - List View Edit'. |
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Global'. |
| Edit | Error rendering macro 'excerpt-include' : No link could be created for 'Edit - List View (ML)'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| 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.
|
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
| Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
| 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.