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. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Configurable Manager, and then select Generic Cost Manager.
  3. Open the applicable generic cost sheet.
  4. From the toolbar, click Menu Options ( ), and select Exchange Rate History.

To view the data in either the shell or Base Currency:

  1. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Configurable Manager, and then select Generic Cost Manager.
  3. Open the applicable generic cost sheet.
  4. From the toolbar, click Switch to Project Currency to switch between Base Currency and Project Currency.

Last Published Tuesday, April 8, 2025