User-defined Exchange Rate Tables

A user-defined exchange rate table allows you to create and define your organization's standardized rates for each currency to be used in your plans.

• Exchange rate tables can be shared by multiple plans. If you designate one of the exchange rate tables as the default table, ClearTrial automatically applies that exchange rate table to new plans.
• Draft versions are not available for use in plans. Exchange rate tables must be published to be used in plans.
• To work with exchange rate tables, you must have Power User as a primary role and your assigned ClearTrial System Administrator must grant you the Exchange Rates Administrator role/capability.

• Create a User-defined Exchange Rate Table
  Defining exchange rates allows several plans to be updated in one step by updating the shared rates.
• Set the Default Exchange Rate Table
  You can specify a default exchange rate table for ClearTrial to use when a new plan is created.
• Edit an Exchange Rate Table
  You can edit an exchange rate table to tailor your plan to your organization's global structure and accounting practices.

Create a User-defined Exchange Rate Table

Defining exchange rates allows several plans to be updated in one step by updating the shared rates.

1. From the Maintain menu, select Exchange Rates.
2. On the Exchange Rate Tables screen, click New.
3. On the Create Exchange Rate Table screen, in the Details section, in the Name field, enter a name for the exchange rate table.
4. In the Description field, identify this exchange rate table.
5. In the Currency Exchange Rates section, in the Use rates as of field, enter or select a date from the Calendar icon and click Apply to populate the currency exchange rates with default values from that date.

   For each currency listed, ClearTrial calculates the equivalent value in that currency. If you change the exchange rate date and click Apply, ClearTrial recalculates the rates.

   Although you can override the rates shown, Oracle recommends that you accept the exchange rates automatically calculated by ClearTrial.
6. Note that the status of the new exchange rate table appears below the Currency Exchange section. The table may be in one of three states: To save the exchange rate table as a draft, click Save Draft.
   • Draft—A draft table is visible on the Exchange Rate Table screen, but not available when planning studies.
   • Published—A published table may be used for planning studies and represents the currently active conversion rates,
   • Published with Draft—This status means there is a pending draft version that is not yet available for planning studies. The previously published version remain active, available, and in use.
7. To make the exchange rate table available for use in plans, click Publish.
8. To return to the Exchange Rate Tables screen, click Close.

• Publishing Exchange Rate Tables
  To make the exchange rate table available for use in plans, you must publish it.

Publishing Exchange Rate Tables

To make the exchange rate table available for use in plans, you must publish it.

1. From the Maintain menu, select Exchange Rates.
2. Select the check box of the draft exchange rate table you want to publish, and then click Publish.

   All new plans use the published exchange rate table.

   ClearTrial automatically updates all plans using the revised exchange table.

Set the Default Exchange Rate Table

You can specify a default exchange rate table for ClearTrial to use when a new plan is created.

1. From the Maintain menu, select Exchange Rates.
2. Select the check box of the published exchange rate table you want to set as the default table, and then click Set Default.

   The default table name appears in boldface type.

Edit an Exchange Rate Table

You can edit an exchange rate table to tailor your plan to your organization's global structure and accounting practices.

1. From the Maintain menu, select Exchange Rates.
2. On the Exchange Rate Tables screen, select the check box of an exchange rate table, and then click Edit.
3. Edit the details and the currency exchange rates as necessary.
4. Choose one of these options: .
   • To save the exchange rate table as a draft, click Save Draft
   • To make the exchange rate table available for use in plans, click Publish.

     Clicking Publish replaces values in any plans currently using the exchange rate table. ClearTrial automatically updates all plans using the exchange rate table with the new conversion rates.

5. Click Close.