Configure currencies

To search for currencies:

  1. Access the MSECUR—Currency application from the main menu or quick launch to display the MSECUR—Search Currency screen.
  2. Enter the relevant search criteria and click Search to display currencies that match the criteria, ordered by effective date.

To export currencies to a report:

  1. Search for currencies.

  2. Select the check box in the first column of each currency to be included in the report, or leave all currencies unselected to include all currencies in the report.
  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To create a currency:

  1. Access the MSECUR—Currency application from the main menu or quick launch to display the MSECUR—Search Currency screen.
  2. Click New to display the MSECUR—Currency Detail screen.
  3. Enter the Currency, Description and Minor Unit digits.
  4. Enter an optional Major Unit Name, Minor Unit Name and Symbol.
  5. Check Active, as required.
  6. Click Submit.

To review or update a currency:

  1. Search for currencies.

  2. Open the required currency to display the MSECUR—Currency Detail screen.

  3. Update the fields, as required.
  4. Click Submit.

To update the exchange rate between two currencies:

  1. Search for currencies.

  2. Open the required currency to display the MSECUR—Currency Detail screen.

  3. Click Update Exchange Rate to display the Dialog box—Update Exchange Rate.
  4. Select the To Currency and enter the Exchange Rate and Date Time.
  5. Click OK. If it is the most recent exchange rate between the two currencies, the previous exchange rate has its End Date updated.

To delete an exchange rate history between two currencies:

  1. Search for currencies.

  2. Open the required currency to display the MSECUR—Currency Detail screen.

  3. Select the target currency and click the Delete Exchange Rate History row flow option to display the Delete Exchange Rate History dialog box.
  4. Enter the Before Date.
  5. Click OK to delete exchange rates between the two currencies that have an End Date on or before the Before Date. The deletion ensures that at least one exchange rate is retained if an attempt is made to delete all exchange rates between the two currencies.

To delete a currency:

  1. Search for currencies.

  2. Open the required currency to display the MSECUR—Currency Detail screen.

  3. Click Delete to display the Confirm Delete dialog box.
  4. Click Confirm to delete the currency. An error is raised if the currency is linked from a laboratory, client, quote, price book or job invoice, in which case, it cannot be deleted.