Creating currency exchange ratios
You can create currency exchange ratios for converting allowable (user-entered) currencies to functional (stored) currencies.
Note
You must follow these steps as part of post-installation configuration if you want to offer services in multiple currencies. Otherwise, you can ignore them.
You must create currency ratios from every allowable currency to every functional currency and, conversely, from every functional currency to every allowable currency. For example, if United States dollars is an allowable currency and Euros is a functional currency, create one entry for converting from USD to EUR and another entry for converting from EUR to USD.
To create currency exchange ratios
Note
The first functional currency that is defined is used in workflow evaluations and in searches. Additionally, if you create an incomplete set of ratios, your applications might not work properly. For example, sorting on currency fields might produce incorrect results.
- On the server where you created the currency field, open the AR System Currency Ratios form in New mode in BMC Remedy User.
- Create two entries for each pair of currencies to which and from which you want to convert.
For example, you might create one entry for converting from USD to EUR:Then create a second entry for converting from EUR to USD:Field
Contents
Conversion Date
$TIMESTAMP$
From Currency
USD
To Currency
EUR
Conversion Ratio
0.640
Field
Contents
Conversion Date
$TIMESTAMP$
From Currency
EUR
To Currency
USD
Conversion Ratio
1.562
To set the currency exchange ratio refresh interval
- In the BMC Remedy AR System Administration Console, open the AR System Administration: Server Information form.
- Click the Timeouts tab.
- In the Client Refresh Interval field, enter the interval in seconds.
The default setting is60
. A setting of0
disables refresh. This is the interval at which clients query the server for new currency ratios from the AR System Currency Ratios form. - Click Apply.
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