Currency Rates

Purchase Management BuildX



Used to get online currency rates and manage Currency rate log.

Go to Settings menu under Purchase module from the left sidebar -> Select Currency Rates menu.

1.png

General tab 

  • Maximum number of storage days: the maximum number of days to store the currency exchange rate update log (ie, the currency rate log lines that are stored after X time will automatically be deleted at the beginning of the next day). In the case of value = 0, this function is disabled, meaning the currency conversion log is not automatically cleared
  • Automatically get currency rates: used to automatically update the online currency rate at 6pm every day and log in the Currency Rate logs tab
    • If this option is enabled: the currency rate is automatically updated at 18:00 every day
    • If this option is disabled: currency rates are not automatically updated.
  • Get Online currency rates: when this button is clicked, the new online currency rates are updated and logged in the Currency Rate logs tab. Currency rate taken from https://www.google.com/finance/quote/EUR-USD?sa=X&ved=2ahUKEwib6IW4z6iHAxXIrlYBHbusBVcQmY0JegQIARAs
  • You can edit the currency rate of each line by hovering over the line you want to edit and clicking Edit 
    2.png
    Enter currency rate manually or click Get online currency rates -> then click Save
    3.png

Currency Rate logs tab

Used to record currency exchange rate updates.

4.png

 

Did you find this article useful?

  • Purchase Option Setting

    Purchase Management BuildX Step 1.  Go to Settings menu under Purcha...
  • Unit Setting

    Purchase Management BuildX Add New Units  To add a new unit to your organization: S...
  • Commodity Group Setting

    Purchase Management BuildX This data will be used for the Commodity Group combo box Add New...
  • Sub Groups Setting

    Purchase Management BuildX This data will be used for the Sub Group combo box in Add/Edit Item page...
  • Approval Setting

    Purchase Management BuildX Create approval workflows for types: Purchase request, Purchase Or...