Adding an Exchange Rate

The system administrator and users with the appropriate role can access these features.

Use the Insert Exchange Rate view to add a currency value and conversion rate.

To add an exchange rate

  1. On the Navigation bar, expand Administration, right-click Exchange Rates and from the shortcut menu, click New Exchange Rate.
  2. In the Insert Exchange Rate view, in the Currency Code box, type the three-letter currency code.
  3. In the Description box, type a short description of the currency.
    For example, British Pound.
  4. In the Conversion Rate box, type the current exchange rate for this currency as it relates to your base currency.
  5. Click SaveClosed.

Related Topics

Managing Currency

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.