Using System-Wide Multicurrency Settings

This section provides an overview of multicurrency settings and discusses how to use the system-wide multicurrency settings.

The Multi-Currency check box on the PeopleTools Options page is a system-wide switch that enables:

  • Automatic formatting of those currency amount fields that have associated currency control fields.

  • Validation of user entries against the currency’s defined decimal precision.

    This setting causes the system to issue an error if the user attempts to enter a decimal precision that is greater than the precision that is allowed by the currency code definition.

  • The display of global currency control fields.

    You can design an application so that fields that are specifically related to multiple currencies can appear globally or be hidden, depending on the implementation. Although multicurrency fields are hidden from pages when the multicurrency option is disabled, the fields still exist in the page buffer; so if they are required fields, they must have default values.

  • The hiding of all fields.

    If you implement the application in an enterprise that uses only a single currency, you can hide all of the fields by clearing the Multi-Currency check box. If the enterprise later begins to use multiple currencies, you can redisplay the multicurrency fields by selecting the check box. Apply this technique only to fields that can be globally hidden without affecting the functionality of the application when working in a single currency. Use this technique for user-operated currency control fields, but not for fields that actually display currency. You also need to set the defaults of the currency display fields to the single currency that is used by the enterprise.

    Unless you specifically want to maintain your entire system in a single currency, the Multi-Currency check box remains selected.

To connect a currency control field to the system-wide multicurrency check box when developing applications:

  1. In Application Designer, display the field’s Page Field Properties dialog box.

    To open the Page Field Properties dialog box for the currency field, right-click the page field, and select Page Field Properties. In the Field Properties dialog box, select the Use tab.

  2. Select the Multi-Currency Field check box on the Use tab to specify that the field can appear or hide from the PeopleTools Options page.

  3. Click OK.

  4. Save the page definition.

To enable or disable system-wide currency settings at installation:

  1. Select PeopleTools > Utilities > Administration > PeopleTools Options.

    The PeopleTools Options page appears.

  2. Select or clear the Multi-Currency check box.

    Selecting the check box activates automatic currency formatting; clearing the check box disables automatic currency formatting.

    If any page fields have the Multi-Currency Field option selected in the Page Field Properties dialog box, selecting the Multi-Currency check box displays those page fields; clearing the check box hides the page fields.

  3. Click Save.

Examples

The following examples demonstrate the different outcomes of setting the Multi-Currency Field option in a field's properties and on the PeopleTools Options page to control a field's visibility.

  • In the field properties, the Multi-Currency Field check box is not selected. On the PeopleTools Options page, the Multi-Currency check box is not selected.

    In this case, the field's visibility is not controlled by the PeopleTools Options page, so it appears (or doesn't appear) based on the developer coding.

  • In the field properties, the Multi-Currency Field check box is not selected. On the PeopleTools Options page, the Multi-Currency check box is selected.

    In this case, the field's visibility is not controlled by the PeopleTools Options page, so it appears (or doesn't appear) based on the developer coding.

  • In the field properties, the Multi-Currency Field check box is selected. On the PeopleTools Options page, the Multi-Currency check box is selected.

    In this case, the field's visibility is controlled by the PeopleTools Options page, so it appears.

  • In the field properties, the Multi-Currency Field check box is selected. On the PeopleTools Options page, the Multi-Currency check box is not selected.

    In this case, the field's visibility is controlled by the PeopleTools Options page, so it does not appear.