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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How to write validation rule on Opportunity Amount >1M When Multi -Currency enabled in org [duplicate]

How to write validation rule on Opportunity Amount >1M When Multi-Currency enabled in org. It should trigger by reference our dated exchanged rate amount in USD > 1M
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2answers
13k views

Updating multi currency rates from Apex

I just looked in the Salesforce.com documentation for a way to update currency rates using Apex, but I have a vague feeling that this is not possible using standard features. I noticed that a couple ...
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490 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?
13
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3answers
2k views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
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1answer
486 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 ...
5
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1answer
2k 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 ...
12
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2answers
2k views

Rollup Summary Fields with multi currency are not working on Salesforce1

I have a Master-Detail relationship between two custom objects. A rollup summary field sums up a currency field on all detail objects with an specific record type. The Rollup summary field is ...
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0answers
25 views

apex:OutputText - Format Currency from CurrencyIsoCode on Record, not User Currency?

Based on other answers here and elsewhere online, I formatted our outputText for Currency using the following: <apex:outputText value="{0, number, currency}"> <apex:param value=&...
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0answers
26 views

Currency value storage and presentation when multi-currency is turned on?

I've read several help pages and posts on multi-currency and note that when this is turned on: A CurrencyISOCode field is set on a record when it is created with the value taken from the user's ...
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0answers
82 views

Multi Currency field - Extract the Converted Value

I have a multi-currency field on Opportunity product that looks like this - Total Price 1 EUR (1.19 USD) The main currency is USD and if the price is in another currency it automatically converts it. ...
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1answer
43 views

How to use Corporate Currency Value in Approvals instead of Quote's Currency?

Multi currency is enabled in my Org. I am using Approvals for Quote Object. If Net Amount is less than 10,000 it requires Manager Approval. If Net Amount is greater than 10,000 it requires Finance ...
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1answer
44 views

How to set multi currencies rates with Apex?

My name is Pavel and I am pretty new to salesforce. Was wondered if somebody faced with the same issue: I would like to set multi-currencies rates with a help of Apex code daily. I will receive such ...
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12 views

How to get company's default currency in Apex for both single currency and multi currency orgs [duplicate]

Background we are building an SF's custom app and cannot assume if Multiple Currency Settingsis enabled or not (depends on the customer). What I want to do I want to get the organization's default ...
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15 views

History objects for currency fields in a mutli currency org

We are seeing that when we change an objects currency, on a multi currency org, all currency fields with existing values seem to get new history objects even though the fields values dont change. Is ...
6
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3answers
6k views

Single SOQL query to retrieve both a Currency field and the converted currency value?

In Multi-Currency orgs, when a record's Currency is set to a different Currency than the running user's chosen Currency, all Currency fields on that record will be rendered in both the record's ...
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0answers
72 views

Migrating multi currency data to another org where Multi currency is not enabled

We are migrating data(Account,Contact,Opportunity,Product,Pricebook,LineItems) from one org to another org. Source org has multi currency enabled where as target org has not as it uses only USD. We ...
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2answers
970 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 ...
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86 views

CurrencyIsoCode field is not displayed in custom field sets on Multi-Currency Org

We have created a managed package. For the package, we have not enabled the Multi-Currency so we don't have the standard currency field in our Packaging org. As part of our application, we have ...
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0answers
79 views

Inserting records into DatedConversionRate from Apex with the REST API fails with an odd response

With advanced currency management enabled, I'm inserting new dated currency data with a form post to this URL: System.URL.getSalesforceBaseUrl().toExternalForm() + '/services/data/v51.0/composite/tree/...
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2answers
63 views

How "NextStartDate" field value get calculated for DatedConversionRate object

I would like to know how the calculation is happening for DatedConversionRate's nextstartdate, is it depends on some configuration setting?
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1answer
198 views

Roll up summary field showing wrong value

I created a rollup summary field "One Off Charge" that will summarize the currency field of the child records. I encountered a problem where on the UI, its showing 10,000.00 but when I tried ...
4
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2answers
283 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
99 views

How to map Converted Currency fields to other systems

There are a couple of currency fields that we want to map to our commission system but are not appearing on the mapping for the Tool. I'm not sure how Salesforce implements the fields, or if only they ...
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1answer
42 views

Can I retrieve the result of a function using the SOAP API?

I set up SOAP integration with my Salesforce instance, to maintain a copy of certain tables in our data warehouse. This works great as long as I'm using fields enumerated in their SOAP API: ...
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1answer
39 views

Multicurrency SOQL Query

I am working in an org that has multi currency enabled, and am trying to query out the biggest opportunities per Account, where the opp is over 10,000 GBP or USD. I was hoping to use something like ...
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1answer
561 views

How to updating conversion rate daily from Apex?

I want to update the conversion rate daily in multicurrency. Please suggest any solution for this as I do not have any idea where to update the conversion rate and how. Thanks in advance. :)
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1answer
1k views

Is there a way to get default currency using apex in single currency org?

I know we can use userinfo.CurrencyIsoCode to get currencycode for user in multi currency org. For single currency org we can manually look into company information and see currency locale. https://...
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2answers
183 views

Activate Multiple Currencies Temporarily for Test Coverage

I have Multiple Classes that contain code that runs only when the Org is Multi-Currency Enabled. I wouldn't prefer Activating Multiple Currencies in my Org though. Is there a way to cover that code in ...
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1answer
97 views

Multicurrency Default Currency Code

As per the Salesforce help article: "Upon enablement, all the existing records are stamped with a default currency code that you provide in your enablement request. For example, if your organization ...
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1answer
288 views

Is there a way to query a currency field in a specific currency?

I have to do a VF with a "total" field for Quotes in a multi-currency org. Is there a way for me to obtain the QuoteLineItem.UnitPrice in U$D regardless of the user's currency configuration?
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1answer
77 views

Dated Exchange rates and Product Schedules

Can someone explain how this works in practice? Quote the SFDC: Dated exchange rates are used for opportunities, opportunity products, opportunity product schedules How does this look? For ...
5
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1answer
76 views

When Advanced Currency Management (ACM) is enabled, is there a way to bypass the default 2 trailing zeros?

With ACM enabled, it defaults currency fields to have 2 decimal places. My client is in the manufacturing industry and they require 4 decimal places. Enabling ACM is necessary for this project due to ...
3
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2answers
2k views

Is this true "When you change the default currency of a record, currency amounts are not converted; they simply display with the new currency code"

The SF documentation on multiple currencies says this "When you change the default currency of a record, currency amounts are not converted; they simply display with the new currency code". ...
3
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1answer
673 views

Show in multi currency values in lwc data table

Is there any workaround to show org currency and user currency in lwc data table as shown on the image below?
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1answer
72 views

Account Currency Defaulting to USD instead of Corporate currency (Euro)

I have multi currency enabled in my org with USD, GBP and EURO. EURO is my corporate currency. My user has Local currency as EURO. However, when I create an Account Record without entering the ...
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0answers
42 views

Multicurrency on an encryption org

So on a normal org you have to update SOQL queries to use 'convertCurrency (field) alias' for any Currency field you want to get. Is the same thing required for SOSL or is there a different way of ...
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1answer
110 views

Get the list of defined currencies

In a multi currency org, how do I get the list of currencies configured in the org? I need the label and the ISO Code. I dont see the label in the DatedConversionRate object. So can someone tell me ...
2
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1answer
401 views

Dynamically change report currency

The topic has been discussed a while ago in this thread, however with no particular outcome. I came up with the similar problem and thought that someone perhaps would know more since that time. We ...
2
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2answers
224 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, ...
6
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1answer
2k 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 ...
1
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1answer
61 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
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1answer
267 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
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1answer
74 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 ...
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1answer
362 views

How to check whether Advanced Currency Management is enabled in Apex?

It looks like that if multi-currency is enabled, DatedConversionRate object is created even if ACM is not enabled. Is there some other way to check whether ACM is enabled? Sorry for creating a new ...
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0answers
41 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 ...
0
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1answer
447 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 ...
0
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1answer
843 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....
7
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3answers
2k views

Determine if instance has Multi-Currency Enabled

Is there a way to check if an instance has Multi-Currency enabled through the API? I know that when enabling Multi-Currency, a CurrencyType object and multiple other fields are added on to each object....
0
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1answer
3k views

Converted Currency not showing

In our org the multi currency feature is enabled with USD and GBP. Currently, USD is the corporate currency and where ever in currency field the dollar value is there like 10 USD, then converted ...
8
votes
1answer
5k 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 ...