AX Specific

Currencies

In Microsoft Dynamics AX 2012 click: General ledger > Setup > Currency > Currencies.

If you are using Microsoft Dynamics AX 2009 click: General ledger > Setup > Exchange rates.

Use the Currencies form to see the available currencies and to create new.

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 up 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/invisible in the webshop. Select the Visible in webshop check box to make a currency visible. If the check box is not selected 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 Customers form.

When currency is not set for a customer the default one is used. To set up the default currency in Microsoft Dynamics AX 2012 click: System administration > Setup > System parameters.

System Parameters

The currency of a customer can be set on the Customers form, under the Sales demographics FastTab.

Customer's Currency

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.