Call Settings User Manual

Overview

“Call Settings” is a screen for setting and managing default and custom currencies on a company/user basis. (This may affect amount display, exchange rate, unit price input, etc.)

Access

• Sidebar: Standard Management → Call Settings

Before you begin

• Choose the default currency, and if adding a custom currency, prepare its currency code and base exchange rate.
• Check the exchange-rate effective start date and the number of decimal places used to display amounts.

Required information

• To apply a default currency, first select the currency to use from the list.
• New custom-currency registration requires a three-letter uppercase currency code, a base exchange rate greater than 0, and an exchange-rate effective date.
• Currency name and symbol are optional. If decimal places are entered, the value must be from 0 to 10.
• When editing, the currency code cannot be changed and the exchange rate is not required.

Save and processing checks

• Confirm that a new currency's exchange rate is the value for one unit of the base currency.
• Check the currency-code format and effective date, and confirm that the same code is not already registered.
• After changing the default currency, check that the currency and decimal places are correct on key screens displaying unit prices and amounts.

Main features (general)

• Set your company default currency (if available)
• Set user default currency (if available)
• Add/edit/delete custom currency (if available)

How to set up (example)

1. Go to the call settings screen.
2. Select your company or user default currency.
3. (Optional) Add custom currency.
4. Click Save/Apply to reflect the changes.

How to delete (custom currency)

1. Select the currency you want to delete from the custom currency list.
2. Click Delete and confirm.

Warnings

• Changing the currency may affect how the amount is displayed on screen. After making changes, check whether the display is normal on the main screen (item price/stock/delivery/production).