Sunday, June 30, 2019

Creating Currency Exchange Rate Saved Search to Show Base Currency and Translation Currency in their Currency Symbol/Name Instead of Internal ID

The Currency Exchange Rate Type Search is not available when you go to the List of Search types under Lists>Search>Saved Search>New. However, the search can be created by navigating to Lists>Accounting> Currency Exchange Rates> New> Click on the Search Link on the upper left of the page>Click on Create Search button.

 

Enter the Criteria you wish to have to narrow down the information accordingly.

 

On the results Page: Replace the Base Currency field and the Transaction field as with the formula customized as follows:

 

Formula Field = CASE WHEN {basecurrency} = '1' then '[currency symbol of Currency with Internal ID = 1]' when {basecurrency} = '2' then '[currency symbol of Currency with Internal ID = 2]' when {basecurrency} = '3' then '[currency symbol of Currency with Internal ID = 3]' else null end

 

For example:

 

For the Base Currency:

 

Field= Formula Text

 

Formula Field = CASE WHEN {basecurrency} = '1' then 'USD' when {basecurrency} = '2' then 'GBP' when {basecurrency} = '3' then 'CAD' else null end

 

Column Label = base Currency

 

For the Transaction Currency:

 

Field= Formula Text

 

Formula Field = CASE WHEN {transactioncurrency} = '1' then 'USD' when {transactioncurrency} = '2' then 'GBP' when {transactioncurrency} = '3' then 'CAD' else null end

 

Column Label = Transaction Currency


 

Continue the Logic of the search based on the number of Currency records you may have. After running the search, it should allow see the exchange rates on a segmented single browser Page. It is also possible to export the result easier.

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