Maintaining Currencies
Currencies identify specific monetary units. The currency browser displays currencies currently defined in your system. Use the Currency Maintenance screen to maintain currency codes for your base currency as well as any other currencies your company uses.
Note: Some currency types are provided during installation. If your QAD CRM system is integrated with a QAD ERP application, the initial data load procedures synchronize currency and exchange rate information between QAD CRM and the QAD ERP application.
You also can maintain exchange rates if you use multiple currencies in your system. For details see
Maintaining Exchange Rates.
1 Choose Sales Management|Currencies|Currency Maintenance.
2 Right-click the Currency Maintenance browser and choose Add from the menu.
Note: This menu also contains options for deleting and editing existing currencies.
Currency Maintenance - Details Tab
Currency
Enter a unique code for the currency.
Description
Enter a description. Typically this identifies the country the currency belongs to and the full name of the currency.
Active
Select the check box to make the currency available for use in the system.
Member of Union
Select the check box if the currency is part of an economic union such as the European Union (EU).
Union Currency
Only available if the Member of Union check box is selected. Enter the union currency.
