Working with Currencies

You can define monetary denominations throughout the application. 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 cannot mixed currency types. For example, if you have an initial price in USD, you cannot designate the recurring price in a different currency.

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

Adding a Currency

1.From the Configuration console, click Configure > Organizational Profile > Currencies. The application displays the list of currencies.

2.Click New Currency. The application 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 the list of ISO 4217 currency codes.
Country	The country issuing the currency.
Name	The long name of the currency, such as United States Dollar or Turkey Lira.
Description	How the currency is used (optional).
Currency	The currency symbol.
Decimal	The type of decimal symbol to use (optional), such as dot (.) or comma (,).
Grouping	The grouping name (optional).
Active	If the currency is active or not.
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	The position of currency symbol. Whether it should appear before (prefix) or after (suffix) the currency value.
Use Locale Convention	Uses the locale convention.

4.Click Save.

Deleting a Currency

1.From the Configuration console, click Configure > Organizational Profile > Currencies. The application displays the list of currencies.

2.Select the currency to be deleted and click Delete.

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