Set Currency Code

Explanation

You can set a currency code for a customer connected to the estimate. This is the currency in which the Sales Price is presented on the Estimate Deliverables page. The customers default order currency is automatically suggested but can be updated until a version is processed to Completed.

Prerequisites

 This activity requires that:

• An estimate must exists which isn’t Closed, Cancelled or Completed.
• The estimate must have a customer connected that has a version included containing a deliverable line representing a generic item.
• The version included for the customer cannot be processed to Completed.

System Effects

A currency code is set for a customer connected to the estimate in which the Sales Price is presented on the Estimate Deliverables page.

Pages

Estimate Deliverables

Activity Diagrams

Handle Deliverables for Customer