Updating the Preferred Currency for a Person

If a person is from a foreign country and pays for orders in a foreign currency, that currency may be specified as the person's Preferred Currency. If there are no order detail lines associated with the order and a Name is selected on the Bill To tab of an order, the Currency Type field of the order is set to the Preferred Currency type of the company the Bill To Name is associated with. If the Persons record is not associated with a company, or if the Company field on the Bill To tab is cleared,  the order's Currency Type is set to the Preferred Currency type of the Person's record.

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

1. Open the Persons record.
2. Click the Details tab.
3. Click the General sub-tab, if not already selected.
4. In the Preferred Currency field, select the persons's preferred currency.
5. Save the Persons record.