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Applications Administration Guide > Ongoing Application Administration Tasks >
Setting Up Currencies
You specify the currencies your company uses by:
- Making Currencies Active. If the application includes the currency definitions you need, you make these currencies active.
- Defining Currencies. If you need additional currencies whose definitions the application does not include, you must also define these currencies.
NOTE: If you use multiple currencies, you must also set up exchange rates before you import data that contains foreign currencies and before you use any of the Siebel currency features.
Making Currencies Active
The application includes more than 30 currency definitions. If your currency is one of these, you need only mark it as active.
- From the application-level menu, choose View > Site Map > Applications Administration > Currencies.
- For any currency that you want to make active, click the Active column in the Currencies list.
- Enter the Start Date and End Date in the More Info form, to specify the date when this currency becomes active and the date when it is no longer active. This step is optional.
Defining Currencies
If your company uses any currencies that the application does not include, you must define them and mark them as active.
If you modify the definition of currencies, you must reconnect to the application before the modification becomes visible in other screens or in clear cache. For more information about clear cache, see Clearing the Cache.
You cannot delete a currency once you have defined it. If you no longer use it, you can mark it as inactive.
- From the application-level menu, choose View > Site Map > Applications Administration > Currencies.
- In the More Info form, add a new record and complete the necessary fields.
Some fields are described in the following table.
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Applications Administration Guide Published: 09 September 2004 |