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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.
    • 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.
  2. 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. The list columns display values that 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.
  3. 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.

  4. 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

  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:
    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.

  2. Add a record to the field's child Pick Map object, as shown in the following table:
    Property
    Value
    Field
    My_Currency
    Pick List Field
    Currency Code
  3. 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
  4. Add two new list columns to the Opportunity List Applet, as shown in the following tables:
Property
Value
Field
My_Currency
Display Name
Converted Currency Code
Property
Value
Field
My_Cvt_Revenue
Display Name
Converted Revenue
Runtime
TRUE
  1. Compile the Oppty and Oppty (SSE) projects.

 Siebel Tools Reference
 Published: 20 October 2003