Maintain Currency: Difference between revisions

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* You can create and set the currency and the exchange rate.
* You can create and set the currency and the exchange rate.
* Default currency (----) is your based home currency. For example, your Financial Reports currency is SGD, then you should rename the default currency's description and symbol to "SINGAPORE DOLLAR" and "SGD" respectively.
* Default currency (----) is your based home currency. For example, your Financial Reports currency is SGD, then you should rename the default currency's description and symbol to "SINGAPORE DOLLAR" and "SGD" respectively.
::[[File:Maintain Agent-BROWSE.jpg |440px]]
::[[File:Maintain Currency-Browse.jpg |440px]]
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=='''Create New Currency'''==
=='''Create New Currency'''==
Screenshot below is the Agent entry form.
* Screenshot below is the Currency entry form.
::[[File:Maintain Agent-NEW.jpg |440px]]
::[[File:Maintain Currency-Entry Form.jpg |440px]]


{| class="wikitable"
{| class="wikitable"
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! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
|-
|-
| Code ||  
| Currency ||  
* Input the new agent code
* Input the new currency code
* Field type : Alphanumerical
* Field type : Alphanumerical
* Length : 10
* Length : 6
|-
| Symbol ||
* Input the ISO Currency code, eg MYR, SGD, USD, etc.
* Field type : Alphanumerical
* Length : 6
|-
|-
| Description ||  
| Description ||  
* Input the Agent Name.
* Input the Currency description
* Field type : Alphanumerical
* Field type : Alphanumerical
* Length : 80
* Length : 30
|-
| We BUY at rate ||
* Exchange rate relate to PURCHASE module
* Field type : Numeric
|-
|-
| Active ||  
| We SELL at rate ||  
* Checked = Active
* Exchange rate relate to SALES module
* Unchecked = Inactive
* Field type : Numeric
|}
|}
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Revision as of 01:49, 18 February 2013

Menu: Tools | Maintain Currency...

Introduction

  • You can create and set the currency and the exchange rate.
  • Default currency (----) is your based home currency. For example, your Financial Reports currency is SGD, then you should rename the default currency's description and symbol to "SINGAPORE DOLLAR" and "SGD" respectively.
Maintain Currency-Browse.jpg


Create New Currency

  • Screenshot below is the Currency entry form.
Maintain Currency-Entry Form.jpg
Field Name Explanation & Properties
Currency
  • Input the new currency code
  • Field type : Alphanumerical
  • Length : 6
Symbol
  • Input the ISO Currency code, eg MYR, SGD, USD, etc.
  • Field type : Alphanumerical
  • Length : 6
Description
  • Input the Currency description
  • Field type : Alphanumerical
  • Length : 30
We BUY at rate
  • Exchange rate relate to PURCHASE module
  • Field type : Numeric
We SELL at rate
  • Exchange rate relate to SALES module
  • Field type : Numeric