This documentation supports the 18.05 version of Remedy Action Request System.

To view the latest version, select the version from the Product version menu.

Setting currency types

Use the Currency Types settings to specify which currency types become the allowable and functional currency types by default when you add a currency field to a form in BMC Remedy Developer Studio. These currency types (represented by three-character abbreviations such as USD) are stored in the BMC Remedy AR System Currency Codes form. The types appearing in the Currency Types tab are those marked as active in the Currency Codes form. 

Web reports support currency fields, but do not support currency value and currency type. BMC Remedy AR System reports support currency value and currency type. For more information, see Currency fields.

Best Practice

BMC recommends using the Remedy Management Console to set the currency types. For more information, see Setting global and local level configurations using Remedy Management Console.
To set currency types

This form shows the local level value of the configuration. If a local value does not exist, the form displays the global level configuration. If you modify the value on this form, the local level configuration value is modified.

For example, if a configuration shows global level value and you modify the value by using this form, the local level value gets created for the configuration.

  1. In a browser, open the BMC Remedy AR System Administration Console, and click System > General > Server Information.
    The AR System Administration: Server Information form appears.
  2. Click the Currency Types tab.

    AR System Administration: Server Information form — Currency Types tab
    (Click the image to expand it.)
  3. Edit the options, as needed:


    Currency Types tab fields

    Area name

    Description

    Choose Default Allowable Types

    Allowable currency types are types that are valid entries in a currency field. These currency types are visible in menus or lists in BMC Remedy Developer Studio and in client screens. From the list in the left column, select a currency type, and click Add. Your selection is added to the table on the right, which shows the three-character currency type and the default decimal precision level for that currency type. For example, the currency type USD has a default of two decimals of precision. You can modify this precision level by entering a new value in the Precision column. For example, to specify four decimals of precision, enter 4. To remove a currency type, select it and click Remove.

    Choose Default Functional Types

    Functional currency is used to convert the currency value you have entered in to another currency type. For example, convert 100 US Dollar to the equivalent amount of Euro. The currency is converted based on the exchange ratios that you have defined in the AR System Currency Ratios form.

    These converted values are persisted as a part of that entry only in T table. 

    You must also specify the functional currencies stored as part of the field value. When a request is submitted that includes a currency value, the server converts that value to a functional currency type and stores it. You must include at least one functional currency type. You can specify an unlimited number of functional currency types; however, adding more than five currency types might have an adverse effect on server performance. From the list in the left column, select a functional currency type, and click Add. Your selection is added to the table on the right, which shows the three-character currency type and the default decimal precision level for that currency type. For example, the currency type USD has a default of two decimals of precision. You can modify this precision level by entering a new value in the Precision column. For example, to specify four decimals of precision, enter 4. To remove a currency type, select it and click Remove.

  4. Click Apply.
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