ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Currencies



A Sana webshop supports multicurrency. This means that when a customer logs in to the Sana webshop, he or she will see prices in his or her local currency.

In Dynamics 365 Enterprise Edition click: General ledger > Currency > Currencies.

Use the Currencies form to manage currencies.

Many currencies are available by default, but you can create additional currencies. If you create any custom currency (nonstandard), it should be mapped to the Currency code. This is the standard code of the currency as defined by the International Organization for Standardization (ISO). If a custom currency is created and set for a customer, Sana will use the one that is mapped in the Currency code field to comply with ISO standards.

Each currency can be made visible or invisible in the webshop. Select the Visible in webshop option to make a currency visible. If the option is not set to Yes, the currency will not be used in the webshop.

The default currency and all currencies that are set to Visible in webshop are indexed. If a currency is specified for a customer and it is visible in webshop, a customer will see prices in the currency set on the customer's form.

If currency is not set for a customer, the default one is used. To set up the default currency in Dynamics 365 Enterprise Edition click: System administration > Setup > System parameters.

The currency of a customer can be set on the Sales demographics FastTab on the customer's form.

The currency for a contact is retrieved from the related customer.

Sales agents do not have their own currency. The currency of a sales agent is determined by a represented customer.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition