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
    serverInfoCurrency.gif

  3. Edit the options, as needed:

    Currency Types tab fields

  4. Click Apply.