Set Customer Currency Code

Explanation

You can use this activity to set a currency code for a customer connected to the estimate. This is the currency in which the Sales Price/Curr is presented in the deliverables tab.

The customers default order currency is automatically suggested but can be update until a version is processed to Completed, you can either type a different currency or use the list of value

Prerequisites

 This activity requires that;

• An estimate must exists which isn’t Closed, Cancelled or Completed.
• The estimate must have a customer connected that has a version included containing a deliverable line representing a generic item.
• The version included for the customer cannot be processed to Completed.

System Effects

A currency code is set for a customer connected to the estimate in which the Sales Price/Curr is presented in the Deliverables tab.

Window

Estimate

Related Window Descriptions

Estimate/Deliverables

Procedure

1. Open the Estimate window.
2. Search for the Estimate ID with the customer connected, whom a currency code shall be set for or updated.
3. Click on the Deliverables tab.
4. In put the cursor in the Currency field in the header, enter a currency code or use the list of value.
5. Save.