Sales Creatio, team edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to work with currency fields

In Creatio, 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

scr_chapter_currencies_select_currency.png 

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 Creatio converts currencies in a separate article.

Clicking the btn_com_edit_multicurrency_control.png button in the currency field displays an additional edit window (Fig. 2).

Fig. 2 Additional currency field edit window

scr_chapter_currencies_popup.png 

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

How is the monetary amount calculated during conversion

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