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Version of 12:12, 7 October 2020 by Gelo
Difference between revisions of "Exchange Rate"
(Created page with "'''Exchange Rate''' This maintenance screen allows the users to configure the exchange rate of the specific currency. '''Exchange Rate Record List''' File:Exchange Rate Re...") (Tag: Visual edit) |
(Tag: Visual edit) |
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| Line 31: | Line 31: | ||
|} | |} | ||
| + | Notes: | ||
| + | |||
| + | * Currency must be on "ACTIVE" status in order to Add details on the Exchange Rate | ||
| + | * Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion.<br /> | ||
'''Editing Exchange Rate''' | '''Editing Exchange Rate''' | ||
| Line 54: | Line 58: | ||
|•The converted currency from base currency | |•The converted currency from base currency | ||
|•Currency List provided by the Currency Maintenance Module | |•Currency List provided by the Currency Maintenance Module | ||
| − | |} | + | |}Notes: |
| + | |||
| + | * Currency must be on "ACTIVE" status in order to Edit details on the Exchange Rate | ||
| + | * Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion. | ||
| + | * The update the Exchange Rate, the user must edit it in the Maintenance Module instead on the transaction. | ||
| + | * If the user updated the Maintenance module Exchange Rate, the user should also manually edit the exchange rate if the transactions exchange rate is need to be update. | ||
| + | |||
'''Exchange Rate Record Option''' | '''Exchange Rate Record Option''' | ||
[[File:Exchange Rate Record Option.png|center|thumb|Exchange Rate Record Option]] | [[File:Exchange Rate Record Option.png|center|thumb|Exchange Rate Record Option]] | ||
| Line 61: | Line 71: | ||
'''Exchange Rate View Record''' | '''Exchange Rate View Record''' | ||
[[File:Exchange Rate View Record.png|center|thumb|Exchange Rate View Record]] | [[File:Exchange Rate View Record.png|center|thumb|Exchange Rate View Record]] | ||
| − | <br /> | + | Notes: |
| + | |||
| + | * The user is allowed to edit the details when viewing the record.<br /> | ||
Revision as of 12:56, 23 October 2020
Exchange Rate
This maintenance screen allows the users to configure the exchange rate of the specific currency.
Exchange Rate Record List
File:Exchange Rate Record List.png
Exchange Rate Record List
Adding Exchange Rate
File:Adding Exchange Rate.png
Adding Exchange Rate
| Field | Description | Expected Values |
|---|---|---|
| 1.Effectivity Rate | •The date where the exchange rate changes will be applied | •Date |
| 2.Exchange Rate | •The amount to be exchanged on the currency | •Number |
| 3.Base Currency | •The currency to be converted. | •Currency List provided by the Currency Maintenance Module |
| 4.Expected Currency | •The converted currency from base currency | •Currency List provided by the Currency Maintenance Module |
Notes:
- Currency must be on "ACTIVE" status in order to Add details on the Exchange Rate
- Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion.
Editing Exchange Rate
File:Editing Exchange Rate.png
Editing Exchange Rate
| Field | Description | Expected Values |
|---|---|---|
| 1.Effectivity Rate | •The date where the exchange rate changes will be applied | •Date |
| 2.Exchange Rate | •The amount to be exchanged on the currency | •Number |
| 3.Base Currency | •The currency to be converted. | •Currency List provided by the Currency Maintenance Module |
| 4.Expected Currency | •The converted currency from base currency | •Currency List provided by the Currency Maintenance Module |
Notes:
- Currency must be on "ACTIVE" status in order to Edit details on the Exchange Rate
- Exchange Rate set on the module can also be edited on the transactions in case there are updates in the conversion.
- The update the Exchange Rate, the user must edit it in the Maintenance Module instead on the transaction.
- If the user updated the Maintenance module Exchange Rate, the user should also manually edit the exchange rate if the transactions exchange rate is need to be update.
Exchange Rate Record Option
File:Exchange Rate Record Option.png
Exchange Rate Record Option
Exchange Rate View Record
File:Exchange Rate View Record.png
Exchange Rate View Record
Notes:
- The user is allowed to edit the details when viewing the record.