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Configuring Dual Currency Support
Use the following steps to configure the display of dual currencies.
- Create a new field in the business component to hold the currency code to which the conversion should be performed.
- This field is not a foreign key to another table; it must be of type DTYPE_TEXT.
- Specify PickList = PickList Currency.
- In the corresponding Pick Map, associate Pick List Field = Currency Code with the newly created currency code field.
- Create a new field in the business component to hold the converted currency amount.
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.
- This field must be of type DTYPE_CURRENCY.
- It must be a calculated field, Calculated Value = [Unconverted Amount]. The field Unconverted Amount must also be of type DTYPE_CURRENCY.
- The Exchange Date Field property must point to a field of type DTYPE_DATETIME.
- The Currency Code Field property points to the currency code field of Step 1.
- Set the Runtime property to be TRUE in the applet that displays the converted currency.
A pick or detail applet need not be specified, because your Siebel application automatically launches the default applet that matches the field type.
- 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 two currencies between which you want to convert must be marked as active (for example, name the original one O and the converted one C).
- At least one exchange rate value must be defined for O to C. (For the reverse conversion C to O, another exchange rate value is required.)
- At least one of the exchange rates of a certain exchange direction must have a date at or before the date that is used as 'Exchange Date'.
The following is an example of configuring dual currency display.
To configure dual currency display
- Add a field to the Opportunity business component for the currency code to which the conversion is made, as shown in the following table:
Property Value Name My_Currency Type DTYPE_TEXT Join S_OPTY_X Column ATTRIB_03 PickList PickList CurrencyThe field is stored in an unused column in the extension table S_OPTY_X.
- Add a record to the field's child Pick Map object, as shown in the following table:
- Add a field to the Opportunity business component for the converted revenue, as shown in the following table:
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- Add a new list column to the Opportunity List Applet, as shown in the following table:
- Compile the Oppty and Oppty (SSE) projects.
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Siebel Tools Reference, Version 7.5, Rev. A Published: 18 April 2003 |