Add the Custom Currency Type Field to Quotes

You can enable salespeople to enter a currency when creating a quote.

Here's how to add an editable custom currency field:

  1. Sign in as the sales administrator or as a setup user and create and activate a sandbox.
  2. Navigate to Configuration > Application Composer.
  3. In the navigation tree, expand Standard Objects, and then expand Sales Order.
  4. Click the Fields node.
  5. On the Custom tab, select New from the Action menu.
  6. In the Select Field Type window, select the Currency field type and click OK.
  7. In the Create Currency Field window, enter a display name for the field for example, enter "Currency". Ensure that Updatable is checked in Constraints.
  8. Click Save and Close.
  9. Next, expose the new field for quotes (Sales Orders object).
  10. Click the Pages node in Sales Orders.
  11. In the Sales Orders: Pages page, ensure that the Application Pages tab is selected.
  12. From the Actions menu, select Duplicate.
  13. In the Duplicate Layout dialog box, enter a name for the new layout and click Save and Edit.
  14. In the Landing Page Layout page, click the edit icon next to Fuse Quote Overview Table.
  15. In edit mode, find the newly created Currency field in the Available Fields box and move it to the Selected Fields box.
  16. Click Save and Close and then click Done.
  17. Verify the changes by signing in as a user with access to the Quotes and Orders pages, such as a sales administrator or salesperson:
    1. Navigate to Quotes and Orders while still in the active sandbox.
    2. Click Show Advanced Search.
    3. Click Add.
    4. Click Currency and add the field.
  18. Publish the sandbox.