on 11-29-2020 5:58 PM
Hello Experts,
Quick question. Is it possible to automatically determine/populate currency for amount type fields placed in the Ticket Header, based on for example Agent Country/Account Country/Account Currency/(under sales data)/Organizational Structure? I know that I can setup one default currency for all tickets, but what to do with the situation when there is more than one country?
Thank you for any advice.
Kind Regards
Sylwia Jurczenko
By standard Currency is determined based on the account sales data for whom ticket is created.
In Ticket , the Currency is filled in the following sequence:
In reference to your requriement , i dont see an option t fill it based on the agent details.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hello Prasanth,
Thank you for your prompt response.
Question 1: "Sales arrangement" mentioned in point 1 - is this a section under Sales Data Tab on Account where Currency is visible in Details section?
At this moment, even if this section is filled with specific currency and we will create a ticket for this account - currency is not showing automatically.
Question 2: If the sequence which you provided is working for standard and also for custom field where currency is used?
Question 3: Do I need to configure something in Business Configuration to make this sequence work?
Thank you in advance for your support
Kind Regards
Sylwia
1) Yes this is the data that is maintained in the sales data of the account and in the details section of the sales data / while creating the sales data you will have to add the currency
2) In an ideal scenario , yes it should work for custom scenarios as well , unless you have specified some other defaulting logic
3) There is no specific configuration , expecting for maintaiing the right data in the right place , as in Account Sales Data , Org Structure and Company
User | Count |
---|---|
5 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.