Pegged Currencies
How to use Pegged Currencies in Currencies: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain currencies and approved exchange rates. Check the transaction currency, company currency and effective date. An exchange-rate update can affect new transactions without retrospectively rewriting posted documents.
This page is a settings page in Finance & Accounting → Currencies. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
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
- Open Pegged Currencies from Finance & Accounting → Currencies, or use ERP Search.
- Review the existing configuration before editing.
- 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- 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.
| Field | Type / behavior | How to use it |
|---|---|---|
pegged_currency_itempegged_currency_item | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pegged Currency Details |
Child tables
pegged_currency_item — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Currencysource_currency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Pegged Againstpegged_against | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Ratepegged_exchange_rate | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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.