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Field reference

Currency Exchange

How to use Currency Exchange in Company Setup: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Currency Exchange ↗Module guide

Purpose and access

Maintain company identity, accounting defaults, addresses and organization structure. Review the company selected on every transaction. Company print setup uses the location directory and does not replace a supplier or customer address.

This page is a record page in System Admin → Company Setup. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Date, From Currency, To Currency, Exchange Rate.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Currency Exchange from System Admin → Company Setup, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
DatedateDate
Required		Choose the business date required for this field. Confirm its relationship to other dates on the record.
From Currencyfrom_currencyLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Currency

To Currencyto_currencyLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Currency

Exchange Rateexchange_rateFloat
Required		Enter a numeric value using the required unit and precision.
For Buyingfor_buyingCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
For Sellingfor_sellingCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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