Maintain invoice conversions

To search for invoice conversions:

  1. Click Setup in the CCLAS EL menu or run the Config.exe application in the Exe folder to display the Config Form.
  2. Select the Invoice conversions node.
  3. Where a query form is presented in the bottom of the right-hand grid, then enter criteria and click the Query button to filter the content returned to the grid.
  4. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.

To create an invoice conversion:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Click OK to create the invoice conversion and open the InvConvertEdit Form, or click Cancel to not proceed.
  4. Enter the Description.
  5. Enter the Factor to convert prices using this invoice conversion to the base currency, and update the Conversion date accordingly.
  6. Enter a default Template, if required.
  7. Enter the Currency symbol.
  8. Enter the Credit position and Debit position.
  9. Enter the Decimal symbol and Decimal digits.
  10. Enter the Group symbol and Group digits.
  11. Click Save to persist the changes, or click Cancel to not proceed.

To review an invoice conversion:

  1. Double-click an Invoice conversions to open the InvConvertEdit Form.

To update an invoice conversion:

  1. Double-click an Invoice conversions to open the InvConvertEdit Form to update the entity, as required.

To delete an invoice conversion:

  1. Click Delete.