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Configuring Dual Currency Support


Use the following steps to configure the display of dual currencies.

  1. Create a new field in the business component to hold the currency code to which the conversion should be performed.
  2. Create a new field in the business component to hold the converted currency amount.
  3. NOTE:  You cannot configure Forecast business components to display dual currency because the list columns displaying monetary values do not map to fields. They are computed by buttons using specialized methods.

  4. Set the Runtime property to be TRUE in the applet that displays the converted currency.
  5. A pick or detail applet need not be specified, because your Siebel application automatically launches the default applet that matches the field type.

  6. Before that currency conversion takes place, the underlying currency business component must be filled with a minimum number of valid values. To access the lists of currencies, conversion dates, and exchange rates in your Siebel application, navigate to Site Map > Application Administration >Currencies.

The following is an example of configuring dual currency display.

To configure dual currency display

  1. Add a field to the Opportunity business component for the currency code to which the conversion is made, as shown in the following table:
  2. Property
    Value
    Name
    My_Currency
    Type
    DTYPE_TEXT
    Join
    S_OPTY_X
    Column
    ATTRIB_03
    PickList
    PickList Currency

    The field is stored in an unused column in the extension table S_OPTY_X.

  3. Add a record to the field's child Pick Map object, as shown in the following table:
  4. Property
    Value
    Field
    My_Currency
    Pick List Field
    Currency Code

  5. Add a field to the Opportunity business component for the converted revenue, as shown in the following table:
  6. Property
    Value
    Name
    My_Cvt_Revenue
    Calculated
    TRUE
    Calculated Value
    [Revenue]
    Currency Code Field
    My_Currency
    Exchange Date Field
    Sales Stage Date
    Type
    DTYPE_CURRENCY

  7. Add a new list column to the Opportunity List Applet, as shown in the following table:
  8. Property
    Value
    Field
    My_Cvt_Revenue
    Display Name
    Converted Revenue
    Runtime
    TRUE

  9. Compile the Oppty and Oppty (SSE) projects.

 Siebel Tools Reference, Version 7.5, Rev. A 
 Published: 18 April 2003