Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

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Hi all,

I work for company based in the UK dealing mainly in GBP currency but also in Euros and US Dollars.

For both Customers and Vendors when I go to either Transaction by Customer or Transaction by Vendor the default always shows the values in GBP (by company's functional currency).

I understand to view the Euro and US Dollar value I go to View->Currency->Originating, but I may not always realise the value is in a non-GBP currency.

Is there a way of defaulting the setting to always show Originating currency rather than Functional currency?

Kind regards,

Lee

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L Vail 65,271 on at

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RE: Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

Hi,

It's tricky, but I think you can use the on window open event in VBA to set the value. I've also used a macro and called it from the VBA code. David Musgrave is the brilliance behind how to do this sort of thing.

Kind regards,

Leslie

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Beat Bucher GP Gee... 28,058 Moderator on at

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RE: Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

Hi Lee,

This is very strange.. when you say :

[...] For both Customers and Vendors when I go to either Transaction by Customer or Transaction by Vendor the default always shows the values in GBP (by company's functional currency). [...]

in my GP2013R2 system, this settings is saved, even after I close my GP session and go back.. And the fact that the system uses the Function Currency vs. the Originating currency is quite obvious, since in the 1st case it doesn't show any currency prefix, whereas in the 2nd case it is displayed next to the amount (depending on your currency setup in GP).

PS; I confirmed that this works in GP 2016R2 as well and that the settings is saved on a per company basis (we do have multiple companies and each settings is hold separately as I switch between companies and go back).

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Community Member on at

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RE: Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

Hi Beat,

How can i have the settings changed in my GP instance is saved? As we are billing more and more customers in Euros and Dollars than the Functional currency of GBP I want to see the Originating currency as the default over Functional currency.

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Beat Bucher GP Gee... 28,058 Moderator on at

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RE: Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

Hi Lee,

How many companies are we talking about here ? This setting doesn't change once you set it for a given company in GP..

However, if you have several dozens of GP companies, then I can easily see that his is a chore to hit every company and make sure you have the proper currency display setting.

I don't know were GP stores this information, as it don't seem to affect the DEX.ini, and I tried to run a DEXSQL trace, but the returned result doesn't show any table name.. so if a DEX developer comes across this thread, he may shed a light on this..

10:27:34 'POP_PO_Entry Currency View Button_CHG on form POP_PO_Entry'

10:27:34 'MC_ChangeCurrencyView of form POP_PO_Entry', 2

10:27:34 'MC_HandleCurrencyViewChange', menu 'View' of form 'POP_PO_Entry', 'Currency View Button' of window 'POP_PO_Entry' of form 'POP_PO_Entry', 1, 2, 2, 3, 4, 6, 5, 0

10:27:34 'RefreshCurrencyValues of form POP_PO_Entry', 1-, table 'POP_PO', 1

10:27:34 'GetCurrencyView() of form POP_PO_Entry', 0

10:27:34 'MC_Is_MC_Transaction', "BAHT", 0

10:27:34 'GetCurrencyIndex() of form [1049]', 0, -BAHT, 2

10:27:34 'NotifyChildCurrencyChange of form POP_PO_Entry', 1-, table 'POP_PO'

10:27:34 'IsOpenByID() of form POP_Inquiry_PO_Item_Detail', 0, 5800

10:27:34 'IsOpenByID() of form [1067]', 0, 5800

10:27:34 'IsOpenByID() of form [1271]', 0, 5800

10:27:34 'IsOpenByID() of form [1516]', 0, 5800

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Community Member on at

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RE: Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

Hi Beat,

We have 12 companies – where do you go to change it for the given company in GP? Is this just changing it from Functional to Originating Currency within the Customer or Vendor Transaction. I have clicked this but the next screen I go on in the same company changes back to Functional currency.

Kind regards,

Lee

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Beat Bucher GP Gee... 28,058 Moderator on at

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RE: Can we Default to Originating Currency in Customer & Vendor Transaction Screen?

Unfortunately it's not as simple as that.. the settings is kept on a per form / per company basis somewhere.. you have to visit every form in GP that deals with the MC display settings and change it.. that's why I said, there must be a place where this is stored, but I couldn't find out yet where this is..

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