Currency
The Currency dimension defines the currencies used in the application. All applications must include a member named Local with an ID of 0 to indicate reported, untranslated data. This member is included in the starter database. It must be added to shell databases.
Property or Attribute | Required | Required by the Import Wizard when Adding Members | Required by the Import Wizard when Updating Members | Notes | Default set by Import Wizard if value is missing from import file |
---|---|---|---|---|---|
ID | Required | Optional | Required (if Name not provided) | The starter database includes a default member named Local with ID 0. This member stores the reported data, regardless of currency. All applications are required to have this member. | The ID is automatically generated if not included. |
Name | Required | Required | Required (if ID not provided) | The name can have up to 40 characters. Must be unique within the dimension. | No default. User must supply. |
Description | Optional | Optional | Optional | The description can have up to 255 characters. | If not specified, defaults to the name. |
Translation Type | Required | Optional | Optional | Indicates whether the currency exchange rate should be used as a multiplier (M) or divisor (D) factor for translation. | M |
Precision | Optional | Optional | Optional | Specifies the number of decimal places to use for the currency exchange rate factor. 0-9 is accepted. If not included, no special precision is set for the currency. | Null |
Symbol | Optional | Optional | Optional | Sets the symbol to use when reporting numbers in a given currency. For example, specify $ for the U.S. dollar. | Null |
Required | Optional | Optional | Optional | Indicates if this currency is required for documenting acquisitions: Y – Yes, N- No. If set to Y, the currency is included for the acquisition journal and the user must provide a value. | N – No |
The minimum file format to add members to this dimension is:
- Name
- Local
- USD
- EUR
- GBP
- CAD
- HKD