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How to change business unit currency in multiple currencies CRM 2011 organization? How is it used? Does it matter?

回答済み How to change business unit currency in multiple currencies CRM 2011 organization? How is it used? Does it matter?

  • 2012年5月3日 18:17
     
     
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    Working with CAD and USD in multiple business units in one CRM 2011 organization.

    View Kevin Dan's LinkedIn profileView Kevin Dan's profile Please click "Mark As Answer" on the post if this post answers the question or "Vote as Helpful" when it helps.

     

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  • 2012年5月4日 0:46
     
     
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    By customizing the Business Unit main form – adding Currency into the main form. We can change the currency for business unit. But when and where does this business unit currency setting being used?

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  • 2012年5月4日 0:52
     
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    Hi Kevin,

    Whenever you add currency fields, there is a default field added called as Transaction Currency (as seen below in the screenshot). So if you add custom currency fields in any of your entities, then this automatically added field will let you choose from multiple currencies that you have in your CRM. In your case you will have options of CAD and USD and you can pick from any one of them.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

     
  • 2012年5月8日 13:12
     
     
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    Hi Kevin,
                            
    If the response answered your question and you are satisfied, please mark the response as an answer and also vote as helpful. This will help others to search on similar problems.
                            
    Thanks in advance.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

     
  • 2012年5月8日 16:48
     
     
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    Hi Ashish,

    Thanks for the reply. I'm still wondering how and when a business unit' currency is used out of box.

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  • 2012年5月10日 22:31
     
     
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    Could you please clarify about your real scenario?  Currency is an Organization owned entity.  By adding Currency into the Business Unit main form and setting different currencies for different Business Units won't change anything in other entity records.

    Thanks,

    Mike


     
  • 2012年5月10日 22:35
     
     
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    Hi Mike,

    Here is my scenario, we have two business units: one is Sales Canada, another one is Sales US.

    Out of box, you cannot set currency for a business units, but after adding the field into business unit main form, you can set the currency to CAD or USD for business unit.

    I have been wondering how and when the business unit's currency setting is used out of the box or no use at all.

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  • 2012年5月10日 22:52
     
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    Adding a currency to a Businees Unit and changing the Business Unit's currency setting will NOT affect any other entities' currency settings, such as Account's or Contact's.

    Thanks,

    Mike

    • 回答としてマーク Kevin Dan 2012年5月10日 22:54
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  • 2012年5月10日 22:54
     
     
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    So it's no use out of box. Thanks for the confirmation, Mike.

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