Edit Group

After you create the Currency Group, you must establish currency transaction rules for the group. For example:

• The currencies to be converted,
• The conversion rate, and
• The effective date of the conversion rate.

You must do this when you create the new group (New Group) and, when necessary, later to set or change these rules.

1. In the Tree Menu, select Setup | Currency Exchange.

The Advanced Administration Application displays the Currency Exchange form.

2. Click in the Description text box, and type all or part of a Currency Exchange Group name, or Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays all Currency Exchange Groups matching your query and their information.

4. Click [Edit] to the left of the group that you want to modify.

The Advanced Administration Application displays the Currency Exchange Group: Group Name Modify form.

5. Use this form to add Exchange Rates for the Group.
6. After setting rules for the Currency Exchange Group, click [Save] again.