Selecting Transaction Currency (Doc ID 1660425.1)

Last updated on MARCH 22, 2021

Applies to:

Goal

Admins can determine the following behaviors and user options relating to Transaction currencies:

• If users can determine a Transaction’s currency when creating it from the Transaction Manager
• If a CRM integration (if enabled) can determine a Transaction’s currency when it is created from a CRM Opportunity
• If users can change a Transaction’s currency after it is created and before it contains line items

There are several behaviors relating to Transaction currencies that the admin cannot change, and will always apply:

• Transactions that are created from Configuration or Parts Search via a Process Invocation action will be created with the user’s currency preference
• Transactions that contain one or more line items cannot have their currencies changed

Solution

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