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130
User Guide — QAD Customer Relationship Management
Overview
Today business organizations often handle information about products
that originate outside their own national borders. Consequently
accommodating multiple foreign currencies and establishing exchange
rates is a common business practice.
The Currencies module in the Sales Management folder provides a full set
of functions that enables your system to support product pricing
information.
Use the Currencies module to define currencies and maintain exchange
rates. You must define one currency as your system base currency. You
can define as many other currencies as your company uses.
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” on page 131.
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.