If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

Updating the Preferred Currency for a Company

If companies are from a foreign country and order or pay for their orders in a foreign currency, that currency may be specified as the Preferred Currency. When the Bill To Company is selected for an order and its Preferred Currency field differs from the Order's default currency (based on the functional currency of the order's Organization), the Currency Type field of the order changes to the company's Preferred Currency (assuming that there are no order detail lines already specified).

Follow these steps to update a company's preferred currency:

  1. Open the Companies record.
  2. Click the Details tab.
  3. Click the Organization sub-tab.
  4. In the Preferred Currency field, select the company's preferred currency.
  5. Save the Companies record.

Related topics


Copyright © 2014-2019 Aptify - Confidential and Proprietary