6. How to configure immediate conversion to any currency?

In standard Siebel applications, the currency pop-up applet is set up for editing the currency. Therefore when changing the currency, the amount is not converted. Description: This technical note describes how to configure an applet control or a list column so that it allows immediate conversion to any of the active currencies. The information in this document can be applied to all business components. 1. Create a new field in the business component which holds the currency code to which the conversion should be performed This field is NOT a foreign key to another table, it must be of Type = DTYPE_TEXT Specify the PickList as PickList Currency. In the corresponding Pick Map associate 'Pick List Field' = 'Currency Code' with the newly created currency code field. 2. Create a new field in the business component which holds the converted currency amount This field must be of Type = DTYPE_CURRENCY It MUST be a calculated value field, Calculated Value = [unconverted amount], (the field 'unconverted amount' must also be of type DTYPE_CURRENCY) Property 'Exchange Date Field' must point to a field of type DTYPE_DATETIME Property 'Currency Code Field' points to the currency code field of step 1. 3. Set the following control or list column properties in the applet that displays the converted currency: Runtime = TRUE A Pick or Detail applet needs not to be specified, because in this case the Siebel application automatically launches the default applet that matches the field type. 4. In order for the currency conversion to take place, the underlying currency business component must be filled with a minimum of valid values. The lists of currencies, conversion dates and exchange rates can be accessed via Screens > Application Administration > Currencies. The 2 currencies between which conversion is to take place must be marked as active (lets name the original one O and the converted one C) At least one exchange rate value must be defined for O > C. (For the reverse conversion C > O another exchange rate value is required).

PickList = PickList Currency Add a record in its corresponding Pick Map: Field = My_Currency. Calculated Value = [Revenue]. Currency Code Field = My_Currency. Example: In Opportunity business component originating currency field 'Revenue' is a multi-value field. In the business component Opportunities. In this case. Type = DTYPE_CURRENCY 3. Column = ATTRIB_03. Pick List Field = Currency Code 2. Add a new list column to the Opportunity List Applet: . Option 2: Create a new calculated currency field and use it as originating currency field with the appropriate exchange date. Example: 1. Add in the business component Opportunities a field for the currency code which is converted to (field is stored in a free place in extension table S_OPTY_X): Name = My_Currency. Calculated = TRUE. add a field for the converted Revenue: Name = My_Cvt_Revenue. 'Exchange Date Field' property must be changed on 'Opportunity Revenue' field in Position business component (destination business component on Position multi-value link). Exchange Date Field = Sales Stage Date. If the originating currency field is a multi-value field then use one of the options below to set the 'Exchange Date Field' property: Option 1: Change the 'Exchange Date Field' property appropriately for the corresponding field in the destination business component on the multi-value link . Join = S_OPTY_X. Type = DTYPE_TEXT.At least one of the exchange rates of a certain exchange direction must have a date at or before the date what is used as 'Exchange Date' Note: Make sure that 'Exchange Date Field' property on the originating currency field is set similar to converted currency field or else the exchange rate used to convert the currency will be based on the exchange date of the originating currency field.

Change Request #12-9RQWUR has been logged to address this Product Defect. Currently the currency popup applet does not pop-up on read-only fields.0. Runtime = TRUE Note the slight change in configuration in Siebel application version 7.Field = My_Cvt_Revenue. Set the Pick Applet property to 'Currency Pick Applet' and RunTime property to TRUE. The My_Cvt_Revenue will display the converted amount based on the currency picked in the My_Currency field. Expose the My_Currency field in the User Interface so that users will be able to pick the currency. 1. Display Name = Converted Revenue. An alternative is to expose the 'My_Currency' field in the User Interface as a Picklist field to allow users to pick the currency code through a picklist. users will not be able to choose a different currency for the My_Cvt_Revenue field through a currency popup applet on the My_Cvt_Revenue field.0 in addition to Steps 1. . 2 and 3 outlined in the above example. Following is the additional configuration needed in Siebel Version 7. Considering the above example.