Create a Field for Currency Values

Updated 2 years ago by Celina Kwan

To complete this procedure, you must have Insert permission for user-defined field setup.
Use this procedure to create a numeric user-defined field for currency values. If multi-currency is enabled, the corporate currency is displayed with the field.

  1. In the left navigation pane, click Administration, and select Set Up User-Defined Fields.

  1. Select the tab for the category of user-defined fields you want to work with.
  1. Select an existing folder, inside which you want to create a new field.

– or –

Select a user-defined field to create the new field at the same level as the selected field.

  1. Click Add Field, and select Numeric.
  1. In the Name field, type a name for the user-defined field.

User-defined field and folder names cannot contain forward slash or backward slash characters ( / \ ).
  1. Under Attributes, select Show currency symbol.
  1. In the Number of decimals field, enter 2.
  1. Specify the remaining properties of the field.
  2. Click Save.

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