Setting the Currency Symbol Field on the Currency Context Subtab

This topic describes how to set the Currency Symbol Field on the Currency Context subtab. For overview information about setting currency context, see Setting Currency Context for a Currency Custom Field.

Use the Currency Symbol Field on the Currency Context subtab to specify the source of the currency for this custom field. This subtab is available only for currency type fields.

The field you select provides the currency associated with each amount entered in the custom field. You select a field that stores currency values, not a specific currency.

For example, you can select the Currency field so that the custom field uses the same currency as each transaction.

To set the currency context

1. Go to Customization > Lists, Records, & Fields > [Custom Field]

2. Edit or Create a field with Type set to Currency.

3. Click the Currency Context subtab.

4. In the Currency Symbol Field, select a field that stores the currency (for example, Currency).

   Note:

   This field is available only if the Multiple Currencies feature is enabled.

5. Click Save.

   Note:

   When configuring or changing the field value in this field on an existing custom field, a message appears. The message alerts you that setting or changing the currency symbol field affects how all previous and future values are displayed and processed. For more information about the behavior of this field, see Currency Symbol Field Behavior for New and Existing Fields.

The selected field determines the currency applied to values entered in this custom field.

Notes:

• The Currency Symbol Field must be a field that stores currency values (Store Value = T). For example, this could be a field whose values include USD, CAD, EUR, and so on.

• Available fields are limited to those on the same record type or record family.

• If no currency symbol field is selected, the custom field behaves as a numeric field with no currency.

• If the selected Currency Symbol Field is not valid (for example, it's not available for the record type or for currency-aware processing in reports and analytics), the currency context isn't applied. In this case, the custom field behaves as a numeric field with no associated currency.

For an example of how the Currency Symbol Field works, see Currency Symbol Field Example.

Related Topics

• Setting Currency Context for a Currency Custom Field
• Effects of Setting Currency Context
• Currency Symbol Field Example
• Currency Symbol Field Behavior for New and Existing Fields

General Notices