Defining a Characteristic for an Exchange Rate

Prerequisites

To define a characteristic for an exchange rate, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Exchange Rate)

Procedure

To define a characteristic for an exchange rate:

  1. Ensure that the Characteristics section is expanded when you are defining or editing an exchange rate.

    The Characteristics section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the exchange rate. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the exchange rate.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Exchange Rate.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the exchange rate.
    Characteristic Value Used to specify the value for the characteristic type.
    Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the exchange rate.
    Note: The Characteristics section appears when you are defining or editing a date and time based exchange rate.
  2. Enter the required details in the Characteristics section.
    Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
  3. If you want to define more than one characteristic for the exchange rate, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the exchange rate, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define an exchange rate Defining an Exchange Rate
How to edit an exchange rate Editing an Exchange Rate