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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

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9 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?
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0answers
26 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 ...
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2answers
36 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 ...
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0answers
20 views

Update standard prices with multi currency setup

So my company have multi currency enabled and we have a corporate currency to be EUR and other types of currencies like USD SEK NOR etc...We are trying to figure the best way to add the rest of the ...
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1answer
354 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
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1answer
254 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
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1answer
194 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
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1answer
564 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 ...
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1answer
78 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 ...
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0answers
33 views

Can I update multiple currencies in a single Rest Call?

I need to update our currencies and doing that via a REST call, been initiated by an Apex class. Is it possible to update all my currencies in a single call? I have based my solution on the ...
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0answers
30 views

formula field returning currency while changing the currency sign

Scenario I need to have a different currency symbol based on another field which can store the currency code or symbol. So like if I've field called Currency where the value is "EUR" so in formula ...
5
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1answer
111 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 ...
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1answer
34 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 ...
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679 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=...
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2answers
1k 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 ...
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1answer
94 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 ...
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1answer
73 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/...
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1answer
682 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 ...
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0answers
133 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 ...
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2answers
40 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....
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1answer
216 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 ...
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1answer
109 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 ...
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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 ...
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1answer
669 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 ...
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2answers
116 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", <...
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1answer
132 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 ...
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1answer
362 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....
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1answer
179 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 ...
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1answer
57 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. ...
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1answer
400 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
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1answer
54 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 ?
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1answer
76 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
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1answer
807 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 ...
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1answer
780 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. ...
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1answer
87 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 ...
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1answer
124 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 ...
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0answers
87 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 ...
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3answers
381 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 &...
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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 ...
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1answer
132 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
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1answer
65 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 ...
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1answer
153 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
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1answer
596 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
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1answer
103 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 :...
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2answers
364 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
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0answers
190 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 ...
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0answers
68 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
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2answers
572 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?
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1answer
184 views

Get currency from Asset object in Apex

How do I get the currency in which asset price is stored? Can I write something like asset.currency in Apex? I'm creating a package for org with multiple currencies, and I need to convert the asset ...
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1answer
221 views

I see a possible platform bug relating to currency - would like help confirming, or show me what I'm missing

Historically it's been possible to determine if advanced currency management is enabled by using: Schema.getGlobalDescribe().containsKey('DatedConversionRate'); as this object is only available on ...