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Topic Branch: Multicurrency

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jbest84 edited this page Feb 5, 2013 · 10 revisions

The mobile client does not support multicurrency. Viewing opportunities or opportunity products shows in the base currency only.

Parent Branch

2.0

Merge Status

This branch has been merged into the 2.1 branch.

Details

topic-multicurrency was created for multicurrency support in argos-saleslogix. This branch is based of the 2.0 branch. topic-opportunity-products was merged into this branch before work began. For more information on opportunity products, click here

Changes

  • New configuration option: multiCurrency (boolean)
  • New utility methods added to App: hasMultiCurrency (returns boolean); canLockOpportunityRate (returns boolean); canChangeOpportunityRate (returns boolean); getMyExchangeRate, getBaseExchangeRate, and getCurrentOpportunityExchangeRate return an object with code and rate properties: {code: 'USD', rate: 1}
  • App.context['exchangeRates'] structure will contain all of the available exchange rates when a user logs in. Example getting the USD exchange rate: App.context['exchangeRates']['USD'];
  • App.context['systemOptions'] will fetch a list of system options on user login. The available options are pulled from App.systemOptionsToRequest : systemOptionsToRequest: [ 'BaseCurrency', 'MultiCurrency', 'ChangeOpportunityRate', 'LockOpportunityRate' ]. Additional system options can be added to this array for customization's.
  • Added 'General:Currency' to App.context['userOptions']. This is the users configured currency.
  • The currency format in Mobile/SalesLogix/Format no longer contains a currency symbol
  • Added a new multiCurrency format in Mobile/SalesLogix/Format that takes the value and currency code (USD, EUR, and so on)
  • Added a new lookup view (ExchangeRateLookup) that can be used as a lookup for exchange rate data in App.context['exchangeRates']
  • Opportunity detail now shows the sales potential in base/opportunity/user rates when multicurrency is on.
  • Added a new section to opportunity detail that is only visible when multicurrency is on. This section contains 4 new fields: rate, code, date, locked.
  • Added a new section to opportunity edit for multicurrency using the 4 fields mentioned above, with some rules:
    • User can set the exchange rate if App.canChangeOpportunityRate() returns true, otherwise the field is disabled
    • User can set the currency code if App.canChangeOpportunityRate() returns true, otherwise the field is disabled
    • User can lock the opportunity rate if App.canLockOpportunityRate() returns true, otherwise the field is disabled
    • Locking the opportunity rate disables the exchange rate and exchange code fields
    • Exchange rate date is readonly, and is on the edit page for reference only
  • Opportunity product detail page will show the extended price in base/opportunity/user rates when multicurrency is on
  • Added a new field type: "multiCurrency". This field extends decimal and creates a new "setCurrencyCode" method that will update the innerHTML of a span to display the currency code. Also contains a "currencyCode" property that you can set as part of the layout if you desire to set a static code.

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