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Adding new countries to organisational hierarchy including languages and currencies

Mar 13, 2017 at 12:32 PM

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Hi

I would like some advice and best practice on adding new countries including languages and currencies to our organisational hierarchy in C4C.

In terms of adding new countries, there are new users in China (Shanghai, Singapore) and Japan (Tokyo) and then potentially also Australia and Korea to follow. In terms of currencies, they want to be able to use AUS $, Chinese Yuan Renminbi and Japanese Yen.

I've been testing this in a test tenant. I started in Edit Project Scope, to add the required countries (step 1) and add the languages needed in the UI (step 4 - Built-in Services and Support > Business Environment > Addresses and Languages). (We haven't enabled Countries [Activity List/Fine Tune] or Territory Management [Edit Project Scope/Scoping]).

For the users/country hierarchy, I went into Org Structures (Organizational Management > Org Structures) and created a new "APAC" root org unit at the same level as our "UK" and "US" org units, and built out the hierarchy: "Company" > "Sales Org" > "Sales" units > "Sales" individual departments. However I'm not sure adding APAC like this will work correctly, as the root org has to have a default currency, which I can't provide for APAC as a whole. I don't know if there are other reasons that this wouldn't work. Do I need to add each country as its own root org unit?

For currencies, we need the following:
- Reps would log opportunities in local currency.

- Sales managers would set a default currency for pipeline reporting (probably still GBP, but possibly also Euro).

- A multi-currency view in reports, for all sales/revenue related reporting. This means that users can open a report, and be allowed to view opportunities (pipeline reporting, for example) in a currency they choose. Default will be their local currency, but the filter should allow them to select £, $, € initially. Chinese/Japanese/Australian currencies for those in APAC.

I would appreciate any advice that can be provided in how best to set up these new users based around their locale, language, currency, and currency reporting requirements.

Thanks

Alex

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1 Answer

Guilherme Steyer
Mar 13, 2017 at 10:56 PM
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Hi Alex,

If I understood right, the new org units will belong to same company in org chart, right?

See the text extract from the Help Documentation to understand the impact of setting a different currency in the root level of org unit

"6.Under Functions, specify the Currency for this org unit.

Caution

The currency that you specify in an org unit flagged as company will cascade downward to all subordinate sales units, and will appear, by default, on all sales documents."

So, from my understanding if you go ahead with this setup, the users will have to change the currency when creating the sales documents.

Sincerely,
Guilherme Steyer

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