Service Manager

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Working with Currencies

•About Currencies

•Creating a Currency

•Deleting a Currency

About Currencies

You can define monetary denominations throughout Service Manager. For example, you can designate the costs of your service requests in a specific currency, such as USD or Euros. The Service Request workspace does not show a specific currency symbol, but only the number value. However, the pricing is calculated based on the currency that you specify.

Many functions support currency expressions, enabling you to customize saved searches, quick actions, and workflows.

How currency works:

•Empty currency fields appears as zeros, such as 0.00.

•You can not mixed currency types. For example, if you have an initial price in USD, you cannot designate the recurring price as a different currency.

•Values are rounded up (>=5) or down (<5).

Creating a Currency

1.From the Configuration Console, click Configure > Organizational Profile > Currencies to open the Currencies, workspace. The system displays the list of currencies.

2.Click New Currency. The system displays a blank currency page.

3.Enter information into the fields.

Field	Description
Code	The currency code. See http://www.xe.com/iso4217.php for a list of ISO 4217 currency codes.
Country	The country issuing the currency. Select from the drop-down list.
Name	The long name of the currency, such as United States Dollar or Turkey Lira.
Description	Optional. How the currency is used.
Currency	The currency. Select a symbol from the drop-down list.
Decimal	Optional. The type of decimal symbol to use, such as dot (.) or comma (,).
Grouping	Optional. The grouping name.
Active	Specifies if this currency is active.
Smallest Denomination	The smallest denomination to use, such as 0.00. This means that the value will always have at least one digit before the decimal separator and only two digits after, when displayed in a price or cost field (such as service request). You can specify up to 18 digits and 4 decimal places. Values are rounded up (>=5) or down (<5).
Currency Symbol Position	Specifies where the currency symbol appears related to the currency value: Prefix (before) Suffix (after)
Use Locale Convention	Uses the locale convention.

4.Click Save.

Deleting a Currency

1.From the Configuration Console, click Configure > Organizational Profile > Currencies to open the Currencies, workspace. The system displays the list of currencies.

2.Select the currency to remove.

3.Click Delete.