You can modify any field for the currency code except for the code itself. Or, you can change the rate for any of the currency code's detail records if needed. The instructions that follow show you how to do both.
If you need to change the currency type or effective date for a currency detail record, then you must set up a new detail record.
To change a currency code
From the JAMIS Administration home page > Setup tab, under Application Setup, click Currency codes. Or, from the top of any JAMIS Administration screen, click Application Setup > Currency Codes. The Currency Codes and Rates screen appears.
In the Filters section, enter one or more search criteria for the currency code that you want to change. Your filter choices are: currency code, name, country.
Hints: You can enter partial information in a filter field, such as A to retrieve all currency codes that begin with A, or %A to retrieve all currency codes that contain the letter A. You can leave all filter fields blank to retrieve all currency codes.
Click Retrieve to list currency codes that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the currency code that you want to change. JAMIS displays the records in ascending order by currency code. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the currency code that you want to change. JAMIS makes the fields that you can change editable in the top section, and it lists the currency code’s detail records in the bottom section.
Change data for the currency code as needed.
When you are finished changing data for the currency code, click Save to commit your changes.
To change a currency detail record:
If needed, scroll to find the detail record. JAMIS displays the records in ascending order by currency type. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the detail record. JAMIS makes the Rate for One US Dollar field editable.
Change the rate as needed.
Click Update to commit your change to the currency detail record.
Repeat these sub-steps as needed to change additional detail records for the same currency code.
Hint: While editing a currency detail record, if you haven’t clicked Update yet, you can click Cancel to undo any changes that you’ve made to the detail record.
To change data for another currency code that you retrieved, click Back, then repeat from step 4.
To retrieve a different currency code that you want to change, click Back, then repeat from step 2.