Using the Exchange Rates View
Exchange rates define the rate at which one currency is exchanged for another. On this page:
- You can view a list of currencies and the currency codes.
Infor CRM uses the currency code designators defined by:
- You can manually edit the exchange rate for a currency.
Currency conversion rates fluctuate, and rates must be entered and maintained by your organization.
- You can define date-specific exchange rate periods.
- You can add a new currency code.
- You can deactivate existing currency codes
- You can apply updated conversion rates to open Opportunities, Quotes and Sales Orders
Note:
- You must log on to the Infor CRM Administration Client and have appropriate permissions to perform this task.
- You must specify your base currency in by selecting a currency in the Currency Code field.
To access the Exchange Rates page, you can log on to the Infor CRM CE Administration Portal and access .