Questions tagged [multi-currency]
Use this tag - when Mutilple currencies is setup in your Salesforce organization. - when you have import issues with multiple currency - when you have issues with Corporate currecny
108
questions
0
votes
0answers
16 views
History field query on a multi currency org
Just wondering if anyone knows how to do a soql query to get the converted value of a currency field on a history object.
A normal query for history objects would look something like:
SELECT
Id,
...
2
votes
2answers
39 views
Multi currency apex test method
I have a class that gets an object that has a Currency field called Amount__c.
I am updating all my queries to work for a multi-currency org. So my query now becomes:
SELECT
Id,
Amount__c, ...
1
vote
1answer
41 views
multicurrency enablement for CPQ
We have enabled multicurrency in our org.
There are some places where in Apex classes and Visualforce pages which is hard coding or returning '$'.
My concern is there is some old code and ...
3
votes
1answer
62 views
System.SObjectException: SObject row was retrieved via SOQL without querying the requested field: Invoice__c.CurrencyIsoCode
I am trying to get the CurrencyIsoCode from an object, but I don't know if Multi-Currency is enabled, because my code is part of a managed package.
private static String getCurrencyIsoCode(SObject ...
2
votes
1answer
34 views
Multicurrency - getting in object and user currency
So Im looking at this page: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_querying_currency_fields.htm
It really just says to use convertCurrency to ...
0
votes
0answers
68 views
Summary report showing wrong currency for subtotals and grand total
I have an Opportunity report. The accounts are set to USD. The detail records on the report show the correct USD currency, but the subtotals show EUR. Thoughts?
1
vote
0answers
31 views
Current currency mode of an salesforce org
Ran into a scenario where an org enabled advanced multi currency and populated records and decided to switch back to basic currency. They didn't delete records in the DatedCurrencyRate table after ...
2
votes
2answers
48 views
Evaluate Enabling Multi-Currency
Does anyone know of an application that will scan an org to determine the remediation necessary to enable multi-currency? Scanning for things like Currency fields used in SOQL calls and currency ...
3
votes
1answer
556 views
Getting the currency symbol in lightning JS
I am using multiple currencies in my project and I have the currency ISO code. But the problem is, I want to get the symbol for currencies other than user locale. Is there any solution available for ...
5
votes
1answer
433 views
lightning:dataTable in a multi-currency org
Trying to figure out how to handle records with multiple currency. The dataTable definitions are for the column. I do not see anywhere in the documentation where the currency code of an individual row ...
6
votes
1answer
293 views
Is it possible to configure currencies in a multi-currency scratch org?
I'm writing SalesforceDX unit tests that need to use either USD or EUR in Account.currencyIsoCode. So I created a scratch org from this project-scratch-def.json configuration that specifies the ...
4
votes
1answer
1k views
How to set currency code to <lightning:input type=“number” formatter=“currency”>
I am developing a custom currency field with lightning:input type="number" formatter="currency" component:
<lightning:input type="number" formatter="currency" value="100" step="1"/>
I have ...
0
votes
1answer
143 views
Sum values in multiple currencies
Suppose you have objects Customer and Invoice. Invoice has a lookup to to Customer, which means each Customer can have to multiple Invoices.
Considering that:
Multi currency is enabled.
Customer can ...
5
votes
1answer
136 views
Using Visual Flow - can I grab a product's unitprice in the converted currency?
I am creating a 'Clone this opportunity in Org Currency' button. I need to 'switch' the opportunity, but have all products in the org's currency (currently USD).
We have Advanced Currency Management ...
0
votes
1answer
37 views
multi currency invoice
My current invoicing system can only process products in euros. We will have shortly customers from the UK, they will be charged in pounds. We will offer to the British customers our products in our ...
0
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0answers
1k views
Multi Currency Oku Yen?
Has anyone worked with Oku Yen? We enabled multi currency feature (in the sandbox) and set up Yen to be the corporate currency. But the client wants Oku Yen to be the default currency, where 1 Oku Yen=...
11
votes
2answers
2k views
session is not valid for use with the REST API
I have http request batch class with the endpoint url is set by using Named Credential in apex code
Named Credential:
Given as My Domain URL
Identity type as Named Principal
Authentication Protocol ...
0
votes
1answer
167 views
Rename Currency field Label in a Multi-Currency enabled Org
I have an Org where Multi-Currency is enabled. I can see Currency field available for objects. But I need to change the Currency field label to some other label of one of the custom object. I don't ...
2
votes
1answer
89 views
How to identify Advanced Currency Management (ACM) is enabled
Is there a way to find if the Advanced Currency Managementenabled using api or apex or soql?
I have able to check if the multi-currency is enabled by using the api endpoint /services/data/v40.0/...
5
votes
1answer
754 views
Lightning currency input component that respects the records IsoCode
I was so used to Visualforce fields that display a currency value in the CurrencyIsoCode of the relevant record that it took me a while to understand why in Lightning wrong Iso Codes (those of the ...
1
vote
0answers
182 views
Multi Currency and Closed Opportunities [closed]
We are in the process of enabling multi-currency, not advanced currency management.
We were told that updating corporate exchange rates would not only affect open opportunities but also closed ...
0
votes
2answers
42 views
Manual Rollup (Sum) behaving differently than Reports and AggregateResult Sum
I'm not sure what is going on here. I'm wrote/summed up some anonymous apex to demonstrate some the discrepancies I'm seeing. Sometimes the values are accurate, sometimes close, sometimes just way off....
4
votes
1answer
249 views
Where does Salesforce store the currency full name?
So I have scanned both the CurrencyType and DatedConversionRate tables but both of them store only the IsoCode only.
I need to display the full name for a currency (say AUD - Australian Dollar for ...
0
votes
1answer
155 views
Join CurrencyType and DatedConversionRate tables?
Currently I am trying to do something like
SELECT Id FROM DatedConversionRate WHERE IsoCode NOT IN (select IsoCode FROM CurrencyType WHERE isActive = true)
which Salesforce will not allow me to do ...
0
votes
1answer
1k views
Salesforce Custom Currency Conversion Trigger
I need a little help . I am almost there ... but need a little hand-holding. Agenda is to ALWAYS display the value converted in EUR - does not matter what the record currency is.
I am using this code ...
2
votes
1answer
1k views
Multi-currency: how to insert a currency with non-default currency type
I am new to multi-currency. Suppose I have used Australia Dollar and Japanese Yen in the system. And when I am executing the below code:
Merchandise__c mer = new Merchandise__c();
mer.Name = 'Sample ...
1
vote
2answers
128 views
How to add complex conditional code in visualforce - Multi-Currency
I have the following code in visualforce:
<apex:variable value="{!Opportunity.Amount-Opportunity.Descuento_Autorizado__c}" var="descontado"/>
{!IF(Opportunity.CurrencyIsoCode=="USD",
<...
1
vote
1answer
162 views
How to NOT convert QuoteLineItems currency in a trigger's queries?
TL;DR:
I need to compare QuoteLineItems and Opportunity Products in a trigger, but the queried rows amounts are being automatically converted to user-profile's currency, failing my comparison. How ...
0
votes
1answer
430 views
Display Currency field in subject of a visualforce email template
Is there a way, using the standard visualforce functions, to render a currency value in the subject of a visualforce email template?
This:
<messaging:emailTemplate subject="Amount: {!relatedTo....
1
vote
1answer
247 views
Selectively disable Parenthetical Currency Conversion
I'm trying to find a way to disable the 'Parenthetical Currency Conversion' only for a specific object.
Currently, we have one custom object where the business requires a different exchange rate ...
1
vote
1answer
62 views
Currency Type is not showing up on my Visual Force Page
Multi Currency is turned on in my org. I have a Visual Force Page with a Currency Field on it but the Currency type is not showing. The page needs to show if the amount is in GBP, USA, HKD, AUS etc. ...
1
vote
1answer
522 views
Pricebooks and Exchange Rate Fluctuation
Do you know if Salesforce can maintain and adjusts prices in the pricebook based on exchange rate fluctuation? And is also possible to view both currencies in the pricebook (USD and BRL) or Salesforce ...
1
vote
1answer
56 views
Currency converstaion in Quote
If I have a product in USD and wanted to quote it in INR, it would do the conversion and put the product in the quote.
is there any possible way to achieve this ?
0
votes
1answer
84 views
Enabled Multicurrency in Org
I have enabled multicurrency in org ,but the CurrencyISOCode field got added to all Objects PageLayouts.
I want to remove this field from all pagelayouts.Please suggest .
i have almost 600 objects and ...
0
votes
1answer
967 views
Apex native class to get the latest conversion rate from multiple currency
We have an org which is using multiple currency. I have the DatedConversionobject which has all the currencies stored with different currency rates for different date criterias. I would like to know ...
3
votes
1answer
944 views
How to create roll-up summary on currency field in multi-currency organizations?
I have Opportunity as master and OppDetail__c as detail (Opportunity__c field as Master-Detail(Opportunity)). I created two fields on OppDetail__c - first of type Currency and second of type Number. ...
0
votes
1answer
89 views
Active Currency Not Showing Up (Multi-currency enabled, Reports)
Apologies if I am asking a silly question here, but I cannot figure out why my list of currencies (When editing a report -> Preview -> Show -> Currencies Using) does not show all my active currencies ...
0
votes
1answer
152 views
Dynamically Adjust Currency On Report Based On User(Manager)?
I would like the currency on a report to dynamically change depending on the current user running the report in a multi-currency enabled org. Is there a way to accomplish this? I've looked around ...
1
vote
0answers
97 views
WFR and Rollup Summary Field - RollUp has 20+ decimal places
In an org with multi currency enabled.
Parent Object ISO Code set to USD
Child field Amount = USD295.00
Corporate Currency is set to EUR and the Conversion Rate is set to 1,0000
Debug output of ...
2
votes
3answers
435 views
Salesforce SOQL querying negative currency fields in multi currency orgs
Based on salesforce Documentation currency based where clauses are of the form: WHERE Object_name Operator ISO_CODEvalue
Sample query would look like:
SELECT Id, Name FROM Opportunity WHERE Amount &...
0
votes
1answer
2k views
Can I add multiple currency prices to a product in one data upload?
I am using the data uploader to add prices to a bunch of products I just created.
We work in GBP, EUR & USD; Can I use one spreadsheet to upload all currencies in one hit (standard Price) or ...
0
votes
1answer
159 views
Dated Exchange Rates Question
What will happen if an Opportunity that was closed using the previous dated exchange rate got edited in the future? Will it use the current dated exchange rate or it will still use the original one?
...
2
votes
1answer
81 views
how to limit user access to multiple active currencies?
Multi-currency : Hi All,
My org is Multi currency enabled and has USD as the corporate currency.
Besides that i have Euro and AUD as additional active currency. On a particular user's detail the ...
0
votes
1answer
158 views
Manage Currencies
How to Enable the Multiple Currencies for My salesforce organization
According this document describes
but I dont have if i search Manage Currencies in the Quick Find box it is ...
2
votes
1answer
697 views
Multi-Currency for sum of amount of child records
I have a custom object "Sales Order" which is master and i have custom object "Invoice" which is child.It has lookup relation ship.I have written a rollup summary using trigger as it has lookup ...
0
votes
1answer
123 views
Set the currency of the records to be fetched using SOQL
I have a situation in a multi currency org.
I have Booking Object as child related to Opportunity Object. On a Visualforce page I want to show list of Bookings related to the a Opportunity.
Problem :...
1
vote
2answers
448 views
How to create an AUD quote if opportunity is in USD?
How to create an AUD quote if opportunity is in USD? I have setup multicurrency to make this happen and wants to use the standard quote functionality of SF.
Any help is appreciated.
Thanks!
2
votes
0answers
231 views
Is there a way to get the CurrencyISOCode of a Opportunity Owner in a formula?
I want to be able to compare the owner's CurrencyISOCode with the Opportunity record's CurrencyISOCode so I can enforce a validation or update a number field depending on if they match or are ...
1
vote
0answers
72 views
Stumper: unexpected conversion behavior in multi-currency organization
I am facing an issue wherein our custom currency conversion is seemingly being short-circuited by the standard multi-currency functionality, but only sometimes. Our organization has multi-currency ...
2
votes
2answers
644 views
Trigger on manage currency if conversion rate changed [closed]
is it possible to create a trigger if the conversion rate of any currency changed for active currency?
