Wiki source code of 06d. Currency Management
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1.1 | 1 | Using the Currencies functionality, monetary conversions can be setup within Indexes. |
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| 3 | Navigate to **Setup**, **Extensions** then **Currency Management** to access the Currency Management screen. | ||
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| 5 | To update the currency conversion data, click the link to download the currency template. The template consists of the following columns: | ||
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| 7 | **Column A** – Base Currency Code | ||
| 8 | **Column B** – Amount | ||
| 9 | **Column C** – Convert to Currency Code | ||
| 10 | **Column D** – Conversion Rate | ||
| 11 | **Column E** – Effective From Date | ||
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| 13 | To update the conversion rates, change the value within **Column D** to the new rate and update **Column E** with an **Effective From** date. Once completed, save any changes made and click the **Choose File** button to upload the updated template. | ||
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| 15 | Please refer to the [[Currencies>>doc:Technical Documentation.CXAIR.Administration Guide.4\. Manual Index Creation.c\. Creating an Index.WebHome||anchor="Currencies"]] section of the [[Creating an Index>>doc:Technical Documentation.CXAIR.Administration Guide.4\. Manual Index Creation.c\. Creating an Index.WebHome]] chapter for more information regarding the application of uploaded currency conversion rates. |