Exchange rates are used to estimate the community base currency value of an item purchased, in a foreign currency. The estimation is used to ensure the requisition will be routed to the correct delegated approver.
Each night the exchange rates are updated, using the openexchangerates.org feed.
Access Exchange Rates Screen
Users with a Community Administrator or Community Management role, can access the Exchange Rates screen by going to the Administration module > click Settings > select Management tab > click Exchange Rates.
Add Override Exchange Rate(s)
Users with the Community Administrator or Community role can set an override for the exchange rate for each currency.
To add an override exchange rate > locate the desired name > click Edit Override > enter a new exchange rate in the Override Rate field > select Save.
Once saved, the entered Override exchange rate will apply to all future purchases.
Edit Override Exchange Rate(s)
Users with the Community Administrator or Community role can set an override for the exchange rate for each currency.
To edit an existing override exchange rate > locate the desired name > click Edit Override > update the exchange rate in the Override Rate field > select Save.
Once saved, the entered Override exchange rate will apply to all future purchases.
Delete Override Exchange Rate(s)
Users with the Community Administrator or Community role can set an override for the exchange rate for each currency.
To delete an existing override exchange rate > locate the desired name > click Delete Override.
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