Use Different Currencies for the Same Customer

Set up pricing so you can use different currencies for the same customer.

Assume you must sell the AS54888 item priced in USD (United States Dollar), and the AS54600 item priced in RMB (Renminbi), to customer Computer Service and Rentals, in the Vision Operations business unit.

1. Go to the Pricing Administration work area, then click Tasks > Manage Price Lists.

2. Create the USD price list.

   • On the Manage Price Lists page, click Actions > Create, set the values, then click Save and Edit.

     Attribute	Value
     Name	USD Price List
     Type	Segment Price List
     Currency	USD
     Pricing Charge Definition	Sale Price
     Business Unit	Vision Operations
     Line Type	Buy
     Calculation Method	Price

   • In the Items area, click Actions > Add Row, then set the values.

     Attribute	Value
     Name	AS54888
     Pricing UOM	Each
     Line Type	Buy

   • Click Create Charge, then set the values.

     Attribute	Value
     Pricing Charge Definition	Sale Price
     Calculation Method	Price
     Base Price	1100
     Allow Manual Adjustment	Not enabled

   • Click Access Set, click Actions > Add Row, then set the values.

     Attribute	Value
     Set Code	COMMON
     Set Name	Common Set

   • Click Approve, then click Save and Close.

3. Create the RMB price list.

   • Repeat step 2, but use different values.

     Attribute	Value
     Name	RMB Price List
     Type	Segment Price List
     Currency	RMB
     Pricing Charge Definition	Sale Price
     Business Unit	Vision Operations
     Line Type	Buy
     Calculation Method	Price

   • Add the item.

     Attribute	Value
     Name	AS54600
     Pricing UOM	Each
     Line Type	Buy
     Pricing Charge Definition	Sale Price
     Calculation Method	Price
     Base Price	1300
     Allow Manual Adjustment	Not enabled

   • Assign the Common Set access set.

4. Create the pricing strategy.

   • Click Tasks > Manage Pricing Strategies.

   • On the Manage Pricing Strategies page, click Actions > Create, set the values, then click Save and Edit.

     Attribute	Value
     Name	USD Pricing Strategy
     Business Unit	Vision Operations
     Default Currency	USD
     Default GL Conversion Type	Leave empty
     Allow Price List Override	Enabled
     Allow Currency Override	Enabled

     For this example, assume Vision Operations uses USD as the default value for most sales orders. So, you name the strategy USD Pricing Strategy, then add currencies to it.

   • In the Segment Price Lists area, click Actions > Select and Add, search for USD Pricing Strategy, click the row in the search results, then click OK.

   • In the Segment Price Lists area, click Actions > Select and Add, search for RMB Pricing Strategy, click the row in the search results, then click OK.

   • Verify that the Segment Price Lists area contains your price lists, then click Save.

     Name	Business Unit	Currency	Status
     USD Price List	Vision Operations	USD	Approved
     RMB Price List	Vision Operations	RMB	Approved

   • Click the Allowed Override Currencies tab.

   • Click Actions > Add Row, then set the value.

     Attribute	Value
     Currency	RMB

   • Click Approve, then click Save and Close.

5. Test your set up.

   • Go to the Order Management work area, then create a sales order.

     Attribute	Value
     Customer	Computer Service and Rentals
     Item	AS54888

   • Verify that the Amount attribute on the order line displays the value as USD.

   • Create another sales order for Computer Service and Rentals, but this time, in the order header, click Actions > Edit Currency Details, then set Order Currency to Chinese Renminbi.

   • Add the AS54600 item to an order line, then verify that the Amount attribute on the order line displays the value as RMB.