Friday, April 19, 2019

Create a Custom Field that will Display the Base Currency Amount of a Foreign Currency Transaction

Create a custom field that will show the base currency amount of a foreign currency transaction.*

*A foreign currency transaction is a transaction created in a subsidiary that is different with a currency that is different with the base
currency of the company (single instance) or the subsidiary (Oneworld) it is created to.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Label = Base Currency
3. Uncheck the checkbox "Store Value"
4. On the Applies to tab > mark the checkbox for Purchase and Vendor Payment or any transaction you want to apply this field to
5. On the Display tab > select Main
6. On the Validation and Defaulting tab > Default value = {total}*{exchangerate}
7. Mark the checkbox "Formula"
8. Click Save
9. Navigate to Customization > Forms > Transaction Forms
10. Click Edit or Customize on a Vendor Bill Payment form or any transaction form
11. Go to Screen Fields tab > Main tab > mark the "Show" checkbox next to custom body field
12. Click Save


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