Setting Up Planning and Budgeting to Support Single Currency
Planning and Budgeting Financials supports multiple currencies, but you can set up your application to work with only a single currency.
Single Currency Implementation Checklist
To set up your application for a single currency, you must have the Administrator role and should complete the following steps in order:
-
In Data Management, update the data load mappings for the Member Name and Base Currency dimensions.
See Updating the Data Load Mappings of the Member Name and Base Currency Dimensions.
-
In Data Management, update the data load mappings for the Account and Subsidiary dimensions for certain transaction-related data load rules.
See Updating the Data Load Mappings of the Account and Subsidiary Dimensions.
-
In Data Exchange, update certain data integrations to support the single currency setup.
See Updating Business Rules of Data Integrations in Embedded Mode.
-
Update the member formulas of certain zero-level accounts in the Cash Flow dimension members.
See Updating the Member Formulas for Cash Flow Dimension Members to Single Currency.
-
Update certain action menus to run business rules that support single currency.