Unsupported content This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.

Changing the default currency from USD to another currency

The Service Request Definition (SRD) shows One Time Price and Recurring Price in US dollars (USD). This topic describes how to change the default currency in the underlying forms used in BMC Cloud Lifecycle Management.

The following procedure sets the default currency to the Swedish krona (SEK). It assumes:

To change the default currency

Note

Before you start this procedure, carefully read the KA418178 on the BMC Customer Support site.

  1. Open a command prompt and navigate to the BMCRemedyITSMSuiteInstallDir/Shared_Components/currency folder on the BMC AR System server (Cloud Portal and Database).
    The JARCurrencyDefault.jar file and .txt files represent the different applications and foundation.

  2. Run the .jar file against the currency_asset.txt,  currency_raf.txt, and currency_rcf.txt files using the following command.

    java -jar JARCurrencyDefault.jar -x "<server name>" -u "<Admin User>" -p "<Password>" -t "<TCP Port>" -F "<.txt file>" -c <required default currency>/2 -d 

    where

    • -x is the AR System server name
    • -u is the Admin user
    • -p is the password
    • -t is the TCP port
    • -c is the currency
    • -d specifies it as the new the default currency

    • .txt file refers to the currency_asset.txt, currency_raf.txt, and currency_rcf.txt files.
      In the example commands below, the default Currency is changed to SEK by running the following commands against each .txt file.

      #cd C:\Program Files\BMC Software\BMCRemedyITSMSuite\Shared_Components\currency
      #java -jar JARCurrencyDefault.jar -x "eng2k82remvm2" -u "Demo" -p "" -t "0" -F currency_asset.txt -c SEK/2 -d
      #java -jar JARCurrencyDefault.jar -x "eng2k82remvm2" -u "Demo" -p "" -t "0" -F currency_raf.txt -c SEK/2 -d
      #java -jar JARCurrencyDefault.jar -x "eng2k82remvm2" -u "Demo" -p "" -t "0" -F currency_rcf.txt -c SEK/2 -d

      Make sure these commands are completed successfully before you continue with this procedure. 

  3. Open the AR System Currency Ratios form in your web browser.
    For example:
    http://<midTier>:<port>/arsys/forms/<ARServer>/AR System Currency Ratios
    http://sanJoseMidTier:8080/arsys/forms/ARSServerSanJose/AR System Currency Ratios
    You must set the Currency Conversion Ratios between the required (new) default currency and USD. To do this, you must create two records on this form – the first record that configures the conversion ratio from USD to the new default currency and the second record that configures the conversion ratio from the new default currency to USD.
  4. Click New Request, enter the details for first conversion ratio record (from USD currency to the new default currency, for example, SEK), and then click Save.  
    ConversionRatios1.gif 
  5. Click New Request, enter the details for second conversion ratio record (from the new default currency, for example, SEK, to the USD currency), and then click Save. 
    ConversionRatios2.gif 
  6. In BMC Developer Studio, log on to the AR System server and verify that you are in Best Practice Customization mode (File > Switch Mode > Best Practice Customization).

  7. From AR System Navigator, select <AR System server> > All Objects > Forms (for example, SJ_ARS_Server > All Objects > Forms). 

    Use Filtering Options to easily find forms in the list, for example, Name contains SRD:ServiceRequestDefinition.

     

  8. Open the SRD:ServiceRequestDefinition form and perform the following steps for currencies other than USD, CAD, GBP, JPY and EUR.

    1. Create a form overlay:

      Note

      The following steps describe how to create overlays for forms and fields. You will use this same procedure repeatedly throughout the rest of the topic.

       

      1. Select the Definition tab to view the object's properties. 
        Overlays1.png
      2. Expand the panel for the form.
      3. Click the Overlay Type drop-list to select and apply the Additive (or Overwrite) overlay type to the form.
      4. When you are prompted that overlay the form, click OK.
        Developer Studio creates the object overlay after your confirmation, and then applies the overlay type to the form.
      5. Return to the form view. 
      6. In the Outline tab, select Show Table Overview to easily see all the fields in the form, and then click the Name column to alphabetize them. 
        FieldOverlays1.png 
    2. Select SRD_SO_Price and navigate to the Properties tab. 
      SRD_SO_Price is a hidden field. 
    3. Create an overlay of the field by clicking the Permissions Overlay Type drop-list (under the Properties tab) to select and apply the Additive (or Overwrite) overlay type to the field. 
    1. Click the Others Overlay Type and select Overwrite. 
      These two overlay settings allow you to overlay the field and preserve your customizations.   
    2. Select the Currency Types value and click the elllipsis button (...).
      SRD2.gif 
    3. Click Customize.
    4. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.  
      SRD1CurrencyTypes.gif 
    5. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    6. Save the form. 
      You can ignore warnings –  but not errors! – as long as the form is properly saved. With these changes, the Price category of the Request Definition displays the new default currency which you can then select.
  2. Open the SRD:ServiceRequestDefinition_Base form and perform the following steps:
    1. Create an overlay of the form. 
    2. Select the SRD_Price field and navigate to the Properties tab.  
      SRDServiceRequestDefinition_Base.png 
    3. Create an overlay of the field 
    4. Select the Currency Types value and click the elllipsis button (...).
    5. Click Customize.
    6. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    7. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    8. Click OK. 
    9. On the Properties tab, change the Default Value currency as required.
    10. Repeat these steps for the SRD_Cost on the MISC tab. 
    11. Save the form. 
  3. Open the SRM:Request form and perform the following steps to the Price, RequestQuantity, Total Price Request, Expected Cost, Actual Cost, SRD_SO_Price, and LastPageTotalPriceShow fields on the Dates and Coststab:
    1. Create an overlay of the form. 
    2. Select the Price field and navigate to the Properties tab.  
      SRMRequest.png 
    3. Create an overlay of the field 
    4. Select the Currency Types value and click the elllipsis button (...).
    5. Click Customize.
    6. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    7. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    8. Click OK. 
    9. On the Properties tab, change the Default Value currency as required.
    10. Repeat these steps for the RequestQuantity, Total Price Request, Expected Cost, Actual Cost, SRD_SO_Price, and LastPageTotalPriceShow fields. 
    11. Save the form. 
  4. Open the SRS:RequestDetails form and perform the following steps to the SRD_Cost and Total Price Request:
    1. Create an overlay of the form. 
    2. Click Show Fields Not In View. 
    3. Click Name to alphabetize the list. 
    4. Select the SRD_Cost field and navigate to the Properties tab.  
      SRMRequest.png 
    5. Create an overlay of the field 
    6. Select the Currency Types value and click the elllipsis button (...).
    7. Click Customize.
    8. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    9. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    10. Click OK. 
    11. On the Properties tab, change the Default Value currency as required.
    12. Repeat these steps for the Total Price Request field. 
    13. Save the form. 
  5. Open the SRS:SREC_ProvideInformation form and perform the following steps:
    1. Create an overlay of the form. 
    2. Customize the following fields with the new default currency.
      Make sure that you set the new default currency as the Primary Currency and that you set the Default Value to the new currency value.
      • SRD_Cost 
      • SRD_Price
    3. Save your changes to the fields.
    4. Save the form. 
      SREC_ProvideInfo.png
  6. Open the CMU:AIFInterfaceSummary form and perform the following steps:
    1. Create an overlay of the form.
    2. Select CurrencyField and navigate to the Properties tab. 
      CMUAIFInterfaceSummary.png 
    3. Create overlays of the field. 
    4. Select the Currency Types value and click the elllipsis button (...).
    5. Click Customize.
    6. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    7. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    8. Click OK. 
    9. On the Properties tab, change the Default Value currency as required.
    10. Repeat these steps for the Price Field. 
    11. Save the form.  
  7. Open the CMU:CloudAdvancedInterface form and perform the following steps to the Price, SRD_SO_Price, PriceDelete, RecurringPriceShow (under Pricing Summary), TotalPriceShow (under Pricing Summary), LastPageRecurringPriceShow, and LastPageTotalPriceShow fields:
    1. Create an overlay of the form.
    2. Select the Price field and navigate to the Properties tab. 
      CMUCloudAdvancedInterface.png
    3. Create overlays of the field. 
    4. Select the Currency Types value and click the elllipsis button (...).
    5. Click Customize.
    6. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    7. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    8. Click OK. 
    9. On the Properties tab, change the Default Value currency as required.
    10. Navigate to the bottom right of the panel to locate the Minimum Recurring Price (per month) and Minimum Total Price fields (under Pricing Summary).
      CloudAdvancedInterface2.gif 
    11. Repeat the previous steps to change the Currency Types for these two fields. 

    12. Click the Page 3 tab, navigate to the bottom right of the panel to locate the Minimum Recurring Price (per month) and Minimum Total Price fields, and repeat the previous steps to change the Currency Types for these two fields. 

      The Minimum Recurring Price (per month) and Minimum Total Price fields on the Page 3 tab and the z2PF_AIF_Debug tab are different fields, even though they have the same display names. Make sure that you change the Currency Types for these fields on both tabs.

    13. Repeat these steps for the SRD_SO_Price, PriceDelete, RecurringPriceShow (under Pricing Summary), TotalPriceShow (under Pricing Summary), LastPageRecurringPriceShow, and LastPageTotalPriceShow fields. 
    14. Save the form 
  8. Open the CMU:CloudAdvancedInterface_Storage form and perform the following steps to the TotalPriceShow, ReoccuringPriceShow, LastPageRecurringPriceShow,  LastPageTotalPriceShow,  SRD_SO_Price, and PriceDelete fields:
    1. Create an overlay of the form. 
    2. In the Outline pane, select Show Table Overview to view the complete list of fields, and select (for example), TotalPriceShow.
      CurrencyTypeCloudAdvancedInterface.png 
    3. Create overlays of the field. 
    4. Select the Currency Types value and click the elllipsis button (...).
    5. Click Customize.
    6. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    7. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    8. Click OK. 
    9. On the Properties tab, change the Default Value currency as required.
    10. Repeat these steps to ReoccuringPriceShow, LastPageRecurringPriceShow,  LastPageTotalPriceShow,  SRD_SO_Price, and PriceDelete fields.
    11. Save the form 
  9. Open the CMU:CloudAdvancedInterface_Virtual form and perform the following steps to the TotalPriceShow, ReoccuringPriceShow, LastPageRecurringPriceShow,  LastPageTotalPriceShow,  SRD_SO_Price, PriceDelete, and Price fields:
    1. Create an overlay of the form. 
    2. In the Outline pane, select Show Table Overview to view the complete list of fields, and select (for example), TotalPriceShow.
      CurrencyTypeCloudAdvancedInterface.png 
    3. Create overlays of the field. 
    4. Select the Currency Types value and click the elllipsis button (...).
    5. Click Customize.
    6. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    7. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    8. Click OK. 
    9. On the Properties tab, change the Default Value currency as required.
    10. Repeat these steps to ReoccuringPriceShow, LastPageRecurringPriceShow,  LastPageTotalPriceShow,  SRD_SO_Price, and PriceDelete fields.
    11. Save the form 
  10. Open the CMU:ServiceInstances form and perform the following steps to modify the zTmpTotalPrice and zTmpOptionsPrice fields:
    1. Create an overlay of the form. 
    2. In the Outline pane, select Show Table Overview to view the complete list of fields, and select (for example), zTmpTotalPrice.
      CMUServiceInstances.png 
    3. Click the zTmpTotalPrice field. 
    4. Create overlays of the field. 
    5. Select the Currency Types value and click the elllipsis button (...).
    6. Click Customize.
    7. On the Allowable Currency Types and Functional Currency Types tabs, add the new default currency (for example, SEK) from the Available Types table to the Selected Types table.
    8. On the Allowable Currency Types tab, set the new default currency as the Primary Currency. 
    9. Click OK. 
    10. On the Properties tab, change the Default Value currency as required.
    11. Repeat these steps for the zTmpOptionsPrice field. 
    12. Save the form.
      After you finish with these steps, you can then localize Cloud Lifecycle Management with this currency.
  11. Flush the Mid Tier cache to reflect these changes to all these forms in the Cloud Portal.

Related topics

Offering-services-in-multiple-currencies

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*