25 Other System Settings

This chapter explains how to configure other system settings such as company profile and currency exchange rates.

25.1 Company Profile

The Company Profile node provides a single location for storing information about your company.

To define the company profile:

1. Under System Settings, double-click Company Profile. The Company Profile window opens.

2. Enter the name, address, phone and fax numbers, URL, corporate currency, and the display name.

3. Click Save.

25.2 Currency Exchange Rates

From the Currency Exchange Rates node, you manage the Currency Exchange Rates table for in-system currency conversion. The list of available currencies is determined when Agile PLM is installed. For information about maintaining the list of available currencies, contact your Oracle Consulting - Agile Practice representative. The table in the Currency Exchange Rates window displays the currencies in use and their exchange rates for the corporate base currency.

Currency exchange rates affect costs in two solutions: Product Portfolio Management and Product Cost Management.

Currency conversion rates are used to convert currency values to the selected corporate currency. For instructions on how to select the corporate currency, see "Company Profile."

Currency conversion is not an automatic process. Your system can be configured to have money fields on Page Two or Page Three of items. If you change the currency for a money field (for example, from USD to GBP), the field value is not automatically recalculated for the new currency.

To add a currency:

1. Under System Settings, double-click Currency Exchange Rates. The Currency Exchange Rates window opens.

2. Click the New button. The Add Currency dialog box appears.

3. Select one or more currencies in the Choices list and use the right-arrow to move them to the Selected list.

   An additional dialog box opens for entering conversion rates.

4. Type the appropriate values in all Conversion Rate fields. Enter rates as decimal values, for example, 1.04 or 0.96.

5. Click OK. The new currency exchange rates appear in the list.

To modify the exchange rate for a currency:

1. Under System Settings, double-click Currency Exchange Rates. The Currency Exchange Rates window opens.

2. Double-click a currency to update. The Currency window opens.

3. In the Conversion Rate field, type a decimal value.

4. Click OK. The new currency exchange rates appear in the list.

5. 
   

   Note: To import updated currency exchange rates from a Microsoft® Excel file or a delimited text file, choose Tools > Import. For more information, see Getting Started with Agile PLM.

   
   

To view historical rates for a currency:

1. Under System Settings, double-click Currency Exchange Rates. The Currency Exchange Rates window opens.

2. Double-click a currency. The currency window opens.

3. Click the Historical Rates tab. The Historical Rates tab displays a list of conversion rates for the currency by date. You cannot edit historical currency rates.

4. Click Close.