Using the Exchange Rate detail view
Use the Exchange Rate detail view to view, add, or modify information for a selected record.
Note:
- The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?
- The workspace can be different based on the access rights or if the installation is customized.
To access the Exchange Rate detail view, select from the Navigation Bar and select to access the Exchange Rates list view. If required, use the to locate an exchange rate and click the description. See Using lookup
On this page, you can:
- Click or click the current group tab to display the list view.
- Use the Task Pane group list or common tasks. See Using the Task Pane
- View a group. See What are Groups?
- Use the Lookup to search for records. See Using lookup
Information fields
- Currency Code
- The three-letter currency code.
- Description
- A short description of the currency. For example, British Pound.
- Conversion Rate
- Specify the current exchange rate for this currency as it relates to your base currency. See Managing Currency
- Create User
- The name of the user who created the exchange rate.
- Create Date
- The date on which the exchange rate is created.
- Modify User
- The name of the user who last modified the exchange rate.
- Modify Date
- The date on which the exchange rate is last modified.