Overview of currencies
Menu path
System ➔ General ➔ Countries ➔ Currencies
Introduction
A currency is generally an accepted form of money which is
widely used in a country as a medium for exchanging goods or services. Each
country has its own currency and these currencies are commonly used as the
representation of payments in trading or banking transactions around the
world.
In this screen, you can view a list of currencies that have
been created in the system. These currencies need to be activated first before
they can be used for making and receiving payments through the system.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create a currency entry?
- In the main screen, click
New. The ISO currency codes screen will be displayed.
- Define the relevant fields.
- Click Save.
- Click Close.
Keep in mind: All fields with the “!” icon are
mandatory.
How do I edit the existing currencies?
- In the main screen, select
the required currency code.
- Click Open. The ISO
currency codes screen will be displayed.
- Make the required changes on
the relevant fields.
- Click Save.
- Click Close.
How do I delete a currency?
- In the main screen, select
the required currency code.
- Click Delete. A message
asking you to confirm the deletion will be displayed.
- Click Yes to confirm
deletion or No to cancel.
Fields
Search
Click this to search for the
currencies based on the defined criteria.
Clear
Click this to clear the defined
criteria.
Rows
Type the number of rows to be
displayed for each screen. If you have set the default number of rows to “2”,
then two rows will displayed. Therefore, if you have more than two rows listed,
you will see the Previous and Next buttons.
Previous
Click this to return to the
previous list of currency codes and descriptions.
Next
Click this to go to the next list of currency codes and descriptions.
Filter
Select the required option to filter the search that starts with or contains a
certain letter or word.
Currency code
Type a full or partial currency code to search for the currency that matches the code.
Description
Type a full or partial description to search for the currency that matches this description.
Active
Select Yesto display only the active currencies, No to display only the
inactive currencies, or All to display all the currencies.
Columns
Currency code
This displays the code of the
currency.
Description
This displays the description of the currency code.
Active
This display the status of the currency code.
Buttons
Delete
Click this to delete the selected currency. You can only delete the currency that is not in use in other
transactions.
Note: This is enabled only when a currency is selected.
Open
Click this to view and/or editthe selected currency. For more information, see Creating
and maintaining currencies.
Note: This is enabled
only when a currency is selected.
New
Click this to create a currency.
For more information, see Creating
and maintaining currencies.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.109.269 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
|
Disclaimer |