Multiple Currencies on a single record

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Posted on by Wynand Engelbrecht

Good Evening All.

I have been given a challenging requirement by my client who is in the Capital Investment business. Client is using CRM 2015 On-Prem and the default currency has been set to USD. I have also set up Rupee, Real and Euro

Scenario is as follows

0412.Untitled.png

As seen in the picture above the form is made up of multiple money fields, some calculated and others manual. In addition to this there are two currency lookup fields on the form as well. Functional Currency (transactioncurrency) and Cash Movement Currency (new_cashmovementcurrency).

Both the Functional Currency and Cash Movement Currency field values are populated (onCreate) from a Parent entity. Standard CRM functionality dictates that when the 'transactioncurrency' value changes, that all the money field Currencies/symbols change as well to reflect the same value and leave the base currency as $. Requirement: Instead of updating ALL money fields Currencies and Symbols, it should only update the relevant section on the form. For example, when the Functional Currency is updated to Euro only the field under "Cash Movement Currency" section should be updated. Equally, when the Cash Movement Currency is updated to Real (R$), only the fields under Cash Movement Currency section should be updated to display R$. Once everything has been populated on the form, the form should display 1/2 of the money fields in Euro and the other 1/2 in R$ as well as the correct exchange rate for that relevant currency.

If anyone can start pointing me in the right direction to a solution I would really appreciate it.

P.s the client is not too happy with the idea that custom code might be the final solution and is leaning to as much standard functionality/Customizations as possible.

Thank you

Wynand

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Rajkumar Rajaraman on at

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Refer this article:

us.hitachi-solutions.com/.../dynamics-crm-multiple-currencies

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Wynand Engelbrecht 15 on at

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Hi Rajkumar.

Thank you for this but this is not my question. I understand the currency concept in CRM and how this effects forms and so on. My question however is If my base Currency is in USD, I have 2 money fields on the form (i.e. Functional Currency and Cash Movement Currency). The Functional currency needs to be in R$ (Brazilian Reals) and the Cash Movement Currency should be in Euro's. Changing the Transactioncurrency value from USD to Euro will update ALL money fields to Euro instead of just the one.

Ultimately what the client wants is an amount in R$, an Amount in Euro.

Wynand

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Mahendar Pal 45,095 on at

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Not possible without any custom development.

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Andre Margono 2,602 on at

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I think this is a product limitation where you could not have 2 currencies on the same record and it will only honor the out of the box currency field: transactioncurrency. I would recommend to split that into 2 different entities to assign the currency symbol on each records properly.

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Wynand Engelbrecht 15 on at

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Yes I know, so what would a possible custom def solution look like? Your help is really appreciated.

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Rajkumar Rajaraman on at

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As Mahen pointed correctly, it's Not possible without custom development

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Wynand Engelbrecht 15 on at

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Ok so 1 entity called Functional Currency and another called Cash Movement Currency, got it. But how do you assign the Symbol. As far as I can see, the money field in CRM is made up of a Label, UNICODE, value. Updating the transactioncurrency updates the UNICODE symbol to whatever was chosen.

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Andre Margono 2,602 on at

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Yes, you are right. It will change to whatever was chosen. Therefore when you are separating them to 2 entities, it will be 2 records, therefore each records will be given the symbol of the selected transactioncurrency on the record.

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Wynand Engelbrecht 15 on at

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So I found this post and its starting to point in the right direction. Only issue is that its in CRM 2011 JS.

stackoverflow.com/.../change-symbols-of-currency-fields-upon-changing-currency-on-the-form-in-crm-2011

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