Standard System Documentation

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  1. As mentioned in the previous section, enable the rule in the Currencies table and update the Currency Rate field to the latest exchange rate.
  2. In the Contracts table, create a linked set to the Currencies table that links to the Currency Code and Currency Rate fields.
    1. Do not allow the fields to hold multiple values.
    2. If desired, set a default value.
    3. Display the Currency Code field as a List of values. Display the Currency Rate as Hyperlinked View only.Image Removed
  3. Create a Calculated Result field called Adjusted Contract Amount or similar.
    1. For the formula, multiply the Contract Amount field by the Currency Rate field.
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    2. Round the data to 2 decimal digits.
    3. Set Grouping to Yes.
    4. Display the field with a "$" before the number.
  4. Edit the Contract Amount field so that it doesn't display a currency symbol.
  5. Place the Currency Code and Adjusted Contract Amount fields on the layout near the Contract Amount field.
  6. Open a contract and select EUR from the Currency Code field. The Adjusted Contract Amount field is automatically updated to USD using the latest exchange rate.