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Base Currency RRS feed

  • Question

  • Hi,

    on CRM 2011,

    I set my personel options of currency to be EGP (Egyptian Pound). But when I orgnized report about Est. Revenue, I found the following resulte:

    Est. Revenue for each opportunity @ EGP Symbole.

    But the total of Est. Revenue @ $ Dollar Symbole.

    without exchange EGP to $

    It is important to me to display the currency @ EGP. and for your informtion I always select currency EGP (Egyptian Pound) when I wrote any amount.

    Thanks for your time

    Tuesday, January 15, 2013 10:41 AM

Answers

  • In crm, for every currency field, there is base currency field.

    Even if you add the money field in your currency, System will automatically fill the base currency field based on the exchange rate you define in the system administration.

    If you running a built in report. It is using a base currency field instead of using estimated revenue currency specified by you.

    This is by choice. If you want to change you need to make change in the report.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Tuesday, January 15, 2013 11:28 AM
    • Marked as answer by Zeinab-AF Friday, January 25, 2013 4:57 PM
    Tuesday, January 15, 2013 11:28 AM
  • Hi,

    In CRM every Money-attribute is split up in two attributes: one holds the value in the currecy which is selected on the form and the other holds the value calculated back to the base currency (e.g.: new_value and new_value_base). Are you sure that you have selected the new_value attribute for your "Total of Est. Revenue"?

    You can find some more information here: http://andrewbschultz.com/2011/08/15/crm-2011-multi-currency-limitations-and-workarounds-part-1-exchange-rate-updates/

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    • Marked as answer by Zeinab-AF Friday, January 25, 2013 4:48 PM
    Tuesday, January 15, 2013 11:43 AM

All replies

  • In crm, for every currency field, there is base currency field.

    Even if you add the money field in your currency, System will automatically fill the base currency field based on the exchange rate you define in the system administration.

    If you running a built in report. It is using a base currency field instead of using estimated revenue currency specified by you.

    This is by choice. If you want to change you need to make change in the report.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Tuesday, January 15, 2013 11:28 AM
    • Marked as answer by Zeinab-AF Friday, January 25, 2013 4:57 PM
    Tuesday, January 15, 2013 11:28 AM
  • Hi,

    Which currency is set on Organization? It is strange in same report have two currencies you don't force any value?

    If the base currency of Organization is different, of what you want show you have to use the parameter crm_moneyformatstring, you can see more information here: http://msdn.microsoft.com/en-us/library/dd393298.aspx

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.


    Pedro Azevedo Crm Specialist 4.0\2011

    Tuesday, January 15, 2013 11:30 AM
  • Hi,

    In CRM every Money-attribute is split up in two attributes: one holds the value in the currecy which is selected on the form and the other holds the value calculated back to the base currency (e.g.: new_value and new_value_base). Are you sure that you have selected the new_value attribute for your "Total of Est. Revenue"?

    You can find some more information here: http://andrewbschultz.com/2011/08/15/crm-2011-multi-currency-limitations-and-workarounds-part-1-exchange-rate-updates/

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    • Marked as answer by Zeinab-AF Friday, January 25, 2013 4:48 PM
    Tuesday, January 15, 2013 11:43 AM