* * * New or Improved for 2014.1 * * * Currencies
You can define monetary denominations throughout the HEAT application. For example, you can designate the costs of your service requests in a specific currency, such as USD or Euros. The service request page does not show a specific currency symbol, but only the number value. However, the pricing is calculated based on the currency you specify.
Many functions support currency expressions, enabling you to customize saved searches, quick actions, and workflows.
How currency works:
- Empty currency fields appears as zeros, such as 0.00.
- You can not mixed currency types. For example, if you have an initial price in USD, you cannot designate the recurring price as a different currency.
- Values are rounded up (>=5) or down (<5).
Creating a Currency
| 1. | CFrom the Configuration Console Settings pane under Configure > Organization Profile, click Currencies. The list of currencies appears. |
| 2. | Click New Currency. A blank currency page appears. |
| 3. | Enter information into the fields. |
--fields--
| Field | Description |
|---|---|
| Code | The currency code. See http://www.xe.com/iso4217.php for a list of ISO 4217 currency codes. |
| Country | The country issuing the currency from the drop-down list. |
| Name | The long name of the currency, such as United States Dollar or Turkey Lira. |
| Description | Optional. How the currency is used. |
| Currency | Select a symbol from the drop-down list. |
| Decimal | Optional. The type of decimal symbol to use, such as dot (.) or comma (,). |
| Grouping | Optional. The grouping name. |
| Active | Makes this currency active. |
| Smallest Denomination |
The smallest denomination that you want to use, such as 0.00. This means that the value will always have at least one digit before the decimal separator and only two digits after, when displayed in a price or cost field (such as service request). You can specify up to 18 digits and 4 decimal places. Values are rounded up (>=5) or down (<5). |
| Currency Symbol Position |
Where the currency symbol appears related to the currency value:
|
| Use Locale Convention | Uses the locale convention. |
| 4. |
Click Save  from the toolbar.
|
Deleting a Currency
| 1. | From the Currencies workspace, select the currency that you want to remove. |
| 2. | Click Delete. |