Currency rates

Create a purchase currency rate

Follow this guide to add a currency/prefix code and rate. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: purchase_settings: EditModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → Settings → Currency Rates → New

Before you start

Use an account with purchase_settings: Edit and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Add a currency/prefix code and rate. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Settings → Currency Rates → New.
Select the New, Add, Create or Start action exposed on that screen.
Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
Save or submit the form once; correct any validation message rather than bypassing it.
Go to the resulting record and verify its number, status, totals, files, activity and downstream links.

Fields and options to review

Currency-rate recordCurrency/prefix code, stored rate, source/update action and log history.

ConversionThe selected document currency and currency_rate field affect purchase calculations.

Rules the system enforces

Online retrieval depends on the configured external rate source and a successful HTTP response.
Check a rate before recalculating live financial documents.

How to confirm it worked

The supported create a purchase currency rate flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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