Description
This page allows you to create a currency exchange rate. A currency exchange rate is the value of one currency in relation to another. Currency exchange rates allow your organization to convert financial amounts that are in a currency different from your organization's base currency. Your organization will need to monitor currency exchange rates for all currencies involved in the organization's financial transactions.
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
CurrencyCURRENCY_CODECurrency type, e.g., dollar or euro. Your system administrator can add a currency type via the Code Tables page (see "Code Tables" in the Cúram Administration Guide). Note that you cannot select the organization base currency as this is the base currency that all other currencies are compared to.Yes
RateFOREIGN_EXCHANGE_RATEExchange rate value of a currency in relation to the organization base currency. The organization base currency is set as an environmental variable when the application is installed.Yes
Start DateCURAM_DATEStart date of the period during which the currency exchange rate is applicable. Note that currency exchange records of the same currency type cannot overlap.Yes
End DateCURAM_DATELast date the currency exchange rate is applicable. Note that currency exchange records of the same currency type cannot overlap.No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page.
SaveThe Save action creates a new record from the information entered on the page.
Messages
When page is loaded
None
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
A currency exchange rate value for defined period is already set.LinkNo
A currency type must be entered.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Another rate for currency type %1s after date %2d is defined. Please set current To Date not later than %3d.LinkNo
Another rate for currency type %1s is still valid. Please set End Date of previously defined rate for currency type %2s less than current From Date.LinkNo
A start date must be entered.LinkNo
Currency rate must be a value greater than 0.0.LinkNo
Rate is already set for %1s currency type in specified period.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The Start date is greater than End date. Please ensure that the Start date is before the End date.LinkNo
You cannot set a rate for the base currency.LinkNo
Related Entities
When page is loaded
None
When page is submitted
CurrencyExchange
Organisation
Technical Information
Page IDOrganization_createCurrencyExchange
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Organization\CurrencyExchange\Organization_createCurrencyExchange.uim
Page Load Interface
Page Submit InterfaceOrganization.createCurrencyExchange
Linked From PagesCurrency Exchange Rates (Organization_listCurrencyExchange)