Modify Shell and Base Exchange Rates for Manual Data Entry

Data entered manually (directly) on a generic cost sheet should have a rate associated with it. This is because any transaction that occurs under a shell will be calculated and stamped with two currency rates: the shell currency and Base Currency. The rate in this case will be the conversion rate between the shell currency and Base Currency (the Base Currency is the company currency).

When you modify the exchange rate the new rate takes effect for the currency month, and applies until you change it again. You can revert it to the rate stored in the shell properties. The modified exchange rate applies only to data you enter manually on the sheet. It does not affect data that is entered through business processes, which uses the exchange rate from shell properties.

To view exchange rate history

  1. Open the shell and click Configurable Managers > Generic Cost Manager > Generic Cost Sheet in the left Navigator.
  2. From the Menu Options ( ), choose Exchange Rate History.

To view the data in either the shell or Base Currency

  1. Open the shell and click Configurable Managers > Generic Cost Manager > Generic Cost Sheet in the left Navigator.
  2. Select the Switch to Project Currency icon () to switch between Base Currency and Project Currency.

Last Published Monday, August 28, 2023