Setting Up EPM Currency Tables

Currency code pages define each currency that you use. To meet your multicurrency requirements, PeopleSoft supports the euro and delivers the Currency Code table with many common ISO standard currencies. The table also supports the ISO standard of zero, two, and three decimal positions.

PeopleSoft-delivered ETL jobs move currency code data from your source transaction system to EPM target warehouse tables. You need only use the currency code PIA pages to redefine or modify your existing currency code data.

This topic discusses how to:

Maintain currency codes.
Update the status of a euro currency code.

Currency Code Page

Use the Currency Code page (CURRENCY_CD_TABLE) to maintain currency codes and the currency precision by currency.

Navigation

select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Currencies and Rates, then select Currency Codes

Image: Currency Code page

This example illustrates the fields and controls on the Currency Code page. You can find definitions for the fields and controls later on this page.

Currency Symbol

PeopleSoft delivers many currencies with a currency symbol such as $ for Australian dollar (AUD) or ? for British pound (GBP). You can enter new symbols for delivered currencies or for currencies that you might add.

Country

Displays the code for the country from which the currency originates.

Decimal Positions

Enter the number of decimal positions that should appear in the notation for the currency. For example, use two decimal positions for Australian dollars (5.00 AUD), but no decimal positions for Japanese yen (500 JPY).

Scale Positions

Enter the scale positions that you want to round for this currency. Scale positions control how many numbers appear to the left of the decimal when displayed. The data is stored with full precision in the database. For example, if you want all dollar amounts in the millions displayed as the number of millions without the zeros, enter 6 as your scale position. In this case, 24,000,000 is displayed as 24, but is stored in the database as 24,000,000.

Note: The data on this page is stored in the Currency Code table. The values on this table are effective-dated. The software is shipped with the Currency Code table in compliance with ISO standards for decimal positions. You can increase the number of decimals to a maximum of three.

Note: PeopleSoft updates the Currency Code table and the fully populated country, state, and province code tables as national boundaries and designations change.

Currency Codes (Euro) Page

Use the Currency Codes (Euro) page (CURRENCY_EURO) to update the status of a euro currency code.

Navigation

select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Currencies and Rates, then select Currency Code (Euro)

Image: Currency Code (Euro) page

This example illustrates the fields and controls on the Currency Code (Euro) page. You can find definitions for the fields and controls later on this page.

Status

Displays whether a currency is an active participant in the euro.

Note: Do not attempt to modify the currency quotation methods for currencies that are linked to the euro.