How to convert prices and discounts to other currencies.
A while ago I visited a user group meeting in Germany, and the topic was mashups, jscripts and other usability solutions. A lot of nice solutions were shared between the participants, and this inspired me to create some new blog posts for the iStone usability blog! It is good for all of us when we share our solutions and ideas!
When you look at your purchase order lines in the purchase order line program (PPS220) in M3, you see the price in the currency used by the supplier. But what if you want to see the price converted to your own currency, or if you want to see the price minus discounts in the list?
If you are running M3 13.3 you can use the new list standard and create columns for this in the view in PPS220, if you are running 10.1 you need to create a mashup, and show the purchase order lines in a custom list.
This post will explain how to do a currency conversion in PPS220 in 13.3, and my next post will describe how to create a calculated field that shows purchase price minus discount.
In version 13 there is a new program called CMS005, and here you can find all programs with the new list standard. I position myself on PPS220, and chose the option virtual fields.
Note! You can use this way of creating virtual fields for all programs available in CMS005!
Picture 1: Related option 12 takes you to virtual fields.
The first thing we are going to do is to create a field that shows the purchase price in SEK. I have to name the field using syntax &XXXX, in my example &PSEK. The field type is currency conversion.
Picture 2: A new field, &PSEK, of type currency conversion will be created
When you chose currency conversion M3 helps you with the fields you need to enter to get a correct conversion.
Note! Since purchase price currency is found on the PO header, you need to connect MPHEAD as a related table to PPS220 in CMS005 before you can create the virtual field!
Below you can see how you configure CMS012 to get a correct conversion of the purchase price to SEK. The calculation is based on the purchase price from the line, and the currency from the header. I have chosen to use currency rate 01, and todays date as the date for the rate.
Picture 3: Configuration in CMS012
Once this is done, I just add the new field to the view, and the price is shown in SEK, and in the currency of the supplier.
Picture 4: The view
In the program the view looks like this, I can see the price both in the supplier currency, and in SEK!