Difference between revisions of "How do I add a new currency?"

From Catalyst
Jump to: navigation, search
Line 32: Line 32:
 
*[[How do I Add a New Country?]]
 
*[[How do I Add a New Country?]]
  
{{FAQ}}{{KB_Tags|Currency, Add, New, Money, Euro, €}}{{ZN_Admin}}
+
{{KB_Tags|Currency, Add, New, Money, Euro, €}}{{ZN_Admin}}

Revision as of 09:34, 12 August 2011

Summary

This article explains how to add a new currency to the system to be used when assigning to an account that has a different country to that of Great Britain.

Creating a New Currency

Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator". If a prompt appears asking " Other users are in this copy of the software. Do you still want to enter this option?" simply click the [Yes] button to continue, then go to "Currency Maintenance".

  • On the "Base Currency :" type the abbreviation for the currency. e.g. SAR, for Saudi Arabia Riyal.
  • Press <F5>. This will open up the "Base Currency Details" screen.

General - Base Currency Details

On the "Base Currency Details" screen you will need to fill out the detail of the new currency, as follows:

  • On the "Name:" type in the name of the currency. e.g. Saudi Arabia Riyal.
  • On the "Units:" enter the name of the currency's main units of denomination. e.g. Riyal.
  • On the "Sub-Units:" enter the name of the currency's minor units of denomination. e.g. halala.
  • On the "Places:" enter the amount of decimal places that currency is displayed. This defaults to 2.
  • On the "Country:" enter the name of the country where this currency is used. e.g. Saudi Arabia.

Symbols - Base Currency Details

Next you will need to fill out some details of how the symbols are displayed, if printed or shown on screen.

  • On the "Prefix/Suffix :" enter whether or not the symbol for the currency should come before the amount or after the amount. e.g. Prefix is £100. whereas Suffix is 100SR.
  • On the "Screen Symbol :" enter the symbols or characters that should be used for displaying this currency on the screen. e.g. SR.
  • On the "Printer :" enter the type/style of printer. e.g. W01 for a Windows Printer.
  • On the "Printer Symbol :" enter the symbols or characters that should be used for printing this currency. e.g. SR.
Remember that there is an option per print parameter record (from "System Administrator - Printing Parameters", or <Alt-P>) that needs to be enabled for these symbols to be used.
  • Press <Esc>.
  • Press <Esc>.
  • Click [Accept] on the screen prompt that appears.

See Also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Currency, Add, New, Money, Euro, €