CIPAceTM Help

Add Projected Exchange Rate Set

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Navigate Here: Utilities > Currencies > Add Projected Exchange Rate Set or Utilities > Currencies > Browse Projected Exchange Rate Sets; click the Add icon

 

You can add a projected exchange rate set on the Add Projected Exchange Rate Set page.

 

AddExchangeRateSet

 

To add an exchange rate set, provide the general information by filling in the following fields:

 

The required fields are noted with an asterisk (*).

 

Exchange Rate Set Name*: the name of the exchange rate set. It must be unique.

 

Description: the description of the exchange rate set. It is optional.

 

Is Default: whether the exchange rate set is the default set in the system. If "Yes" is checked, the current exchange rate set will be set as default and the original default one will be unmarked as default.

 

Click the Save & Continue button to save general information of the exchange rate set and continue to add projected exchange rates for the exchange rate set. System will then go to the Line Items tab of Edit Projected Exchange Rate Set page.

 

Click the Save & Add button to save general information of the exchange rate set and continue to add another one.

 

Click the Cancel button to cancel your operation. No exchange rate set will be added, and system will then go to the Browse Projected Exchange Rate Sets page.

 

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