This documentation supports the 22.1 version of Action Request System.
To view an earlier version, select the version from the Product version menu.

Setting currency types

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

When you try to add a new currency type by using Developer Studio , only the currency code is displayed without the currency description. Also, when you modify the description for an existing currency code, the description is not updated. Perform mid tier cache sync to update the currency type and description. For more information, see Configuring cache settings for the mid tier.

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

Best Practice

We recommend that you use the AR System Management Console to set the currency types. For more information, see Setting global-level and local-level configurations for a server group.
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 Remedy AR System Administration Console, and select 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
  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 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

    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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