How to work with currency fields
In bpm'online, you can enter monetary amounts in the special currency fields. For example, you can specify a product price in a “currency” field.
Currency fields store both the monetary amount and the currency in which this amount is specified. Click a currency field title to view the list of available currencies. The list contains currencies that are available in the [Currency] lookup (Fig. 1).
Fig. 1 Selecting currency from the list in the currency field
Note
If the [Currency] lookup contains only one record, the list of currencies in the currency field will be unavailable.
If you change currency in a populated currency field, the amount will be automatically converted to the new value according to currency exchange rates.
Note
Read more about how bpm'online converts currencies in a separate article.
Clicking the 
button in the currency field displays an additional edit window (Fig. 2).
Fig. 2 Additional currency field edit window
In this window you can:
•View the equivalent of the specified monetary amount in the base currency in the [Amount] field. This is a non-editable field.
•Change the currency of the monetary amount (will be recalculated automatically).
•Edit the exchange rate of a currency in relation to the base currency, the amount will be recalculated automatically. The new rate will be in effect only for the current record.
Note
Use the [Base currency] system setting to specify the “base currency”. All exchange rates will be calculated according to the base currency.
•View the value of the multiplicity ratio between the specified currency and the base currency when determining the exchange rate.
Note
When you select the base currency, the [Rate] field is automatically filled in with the “1” value and becomes grayed-out.
To save changes in the additional window, click the [Apply] button or anywhere outside of the currency field edit window.
See also
