Currency

Currency modal form

Complete data in the Currency modal form.

Currencies contain codes, symbols, display rules, and exchange rates used in documents.

Open the form from the : select Create, or select a record and choose Edit. Fields marked with an asterisk are required.

Form sections

The form combines general details and related tables where applicable.

Fields

FieldRequiredHow to complete it
NameYesEnter the field value.
NumberCodeYesEnter the field value.
SymbolCodeYesEnter the field value.
SymbolYesEnter the field value.
SymbolPositionYesSelect a value from the available list.
DefaultMultiplicityYesSelect a value from the available list.
DescriptionNoEnter the field value.
UseAutomaticDownloadCurrencyRateNoEnable or select UseAutomaticDownloadCurrencyRate when it applies to the record.
BaseCurrencyForRatingNoEnable or select BaseCurrencyForRating when it applies to the record.
BaseCurrencyForPricesNoEnable or select BaseCurrencyForPrices when it applies to the record.
GenderYesSelect a value from the available list.
OneYesEnter the field value.
TwoYesEnter the field value.
FiveYesEnter the field value.
FractionalSizeYesSelect a value from the available list.
AmountNoEnter the field value.
AmountInWordsNoEnter the field value.

Validation and saving

Required fields in the verified form states include Name, NumberCode, SymbolCode, Symbol, SymbolPosition, DefaultMultiplicity, Gender, One, Two, Five and FractionalSize. Before saving, make sure every visible field marked with an asterisk is complete.

Select Save to remain in the form or Save and close to return to the previous page. Cancel closes the card without recording the current changes. The copy command creates a new card from the selected record; verify every field before saving it.

  • — search and manage records.
  • — select a record in the context of another form.