Configure multi-currency fields and layouts

After enabling Multi-Currency Management, add the required currency and amount fields to object layouts.

Before you begin

The enterprise has the Multi-Currency Management product enabled. The currency administrator requires Multiple Currency Settings permission. The account that configures layouts also requires management permission for the target object and layouts.

Field generation rules

After enablement, the system adds four preset currency and exchange-rate fields to every object. Each object supports only one currency field. These fields are hidden from page layouts by default.

Configure layouts

1. Open layout management for the target object.
2. Edit both the create/edit layout and detail layout.
3. Add the currency, exchange-rate, or converted-amount fields required by the business.
4. Save and publish the layouts.

Fields and master-detail relationships

• Amount, calculated, and summary fields on the object continue to return values in the original currency.
• In a master-detail relationship, the detail record must use the master's currency. The currency field on the detail object is read-only by default.

Validate the result

Create both master and detail records as an employee. Confirm field visibility, read-only state, original-currency amount, and base-currency conversion.

Related topics

• Enable and manage transaction currencies and exchange rates
• Process historical data