Page 5 Currencies
- App
- Base Application
- Namespace
- Microsoft.Finance.Currency
- Versions
- 17-28
- Source table
- 4
Versions171819202122232425262728
Source29
Source in 29
src/Layers/W1/BaseApp/Finance/Currency/Currencies.Page.al571 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Finance.Currency;
using Microsoft.Finance.GeneralLedger.Reports;
using Microsoft.Finance.GeneralLedger.Setup;
using Microsoft.Integration.Dataverse;
using System.Text;
/// <summary>
/// Provides a list view interface for managing currency records and their exchange rates.
/// Supports currency administration, exchange rate navigation, and integration with external rate services.
/// </summary>
/// <remarks>
/// Source Table: Currency (4). Key actions include creating new currencies, viewing exchange rates,
/// and configuring currency exchange rate services for automatic updates.
/// </remarks>
page 5 Currencies
{
AdditionalSearchTerms = 'Multiple Foreign Currencies, Monetary Page, Exchange Page, Forex Overview, Money Page, Cash Page, Trade Currencies, Financial Unit Page, Transaction Money Page, Business Currency Page, Capital Type Page';
ApplicationArea = Suite;
Caption = 'Currencies';
CardPageID = "Currency Card";
PageType = List;
AboutTitle = 'About Currencies';
AboutText = 'Set up and manage currency codes, exchange rates, rounding rules, and related general ledger accounts to support transactions and financial reporting in multiple currencies.';
SourceTable = Currency;
UsageCategory = Administration;
layout
{
area(content)
{
repeater(Control1)
{
ShowCaption = false;
field("Code"; Rec.Code)
{
ApplicationArea = Suite;
}
field(Description; Rec.Description)
{
ApplicationArea = Suite;
}
field("ISO Code"; Rec."ISO Code")
{
ApplicationArea = Suite;
}
field("ISO Numeric Code"; Rec."ISO Numeric Code")
{
ApplicationArea = Suite;
}
field(Symbol; Rec.Symbol)
{
ApplicationArea = Suite;
}
field(CurrencySymbolPosition; Rec."Currency Symbol Position")
{
ApplicationArea = Suite;
Caption = 'Currency Symbol Position';
importance = Additional;
}
field(ExchangeRateDate; ExchangeRateDate)
{
ApplicationArea = Suite;
Caption = 'Exchange Rate Date';
Editable = false;
ToolTip = 'Specifies the date of the exchange rate in the Exchange Rate field. You can update the rate by choosing the Update Exchange Rates button.';
trigger OnDrillDown()
begin
DrillDownActionOnPage();
end;
}
field(ExchangeRateAmt; ExchangeRateAmt)
{
ApplicationArea = Suite;
AutoFormatType = 0;
Caption = 'Exchange Rate';
DecimalPlaces = 0 : 7;
Editable = false;
ToolTip = 'Specifies the currency exchange rate. You can update the rate by choosing the Update Exchange Rates button.';
trigger OnDrillDown()
begin
DrillDownActionOnPage();
end;
}
field("EMU Currency"; Rec."EMU Currency")
{
ApplicationArea = Suite;
}
field("Realized Gains Acc."; Rec."Realized Gains Acc.")
{
ApplicationArea = Suite;
}
field("Realized Losses Acc."; Rec."Realized Losses Acc.")
{
ApplicationArea = Suite;
}
field("Unrealized Gains Acc."; Rec."Unrealized Gains Acc.")
{
ApplicationArea = Suite;
}
field("Unrealized Losses Acc."; Rec."Unrealized Losses Acc.")
{
ApplicationArea = Suite;
}
field("Realized G/L Gains Account"; Rec."Realized G/L Gains Account")
{
ApplicationArea = Suite;
ToolTip = 'Specifies the general ledger account to post exchange rate gains to for currency adjustments between LCY and the additional reporting currency.';
Visible = false;
}
field("Realized G/L Losses Account"; Rec."Realized G/L Losses Account")
{
ApplicationArea = Suite;
Visible = false;
}
field("Residual Gains Account"; Rec."Residual Gains Account")
{
ApplicationArea = Suite;
Visible = false;
}
field("Residual Losses Account"; Rec."Residual Losses Account")
{
ApplicationArea = Suite;
Visible = false;
}
field("Amount Rounding Precision"; Rec."Amount Rounding Precision")
{
ApplicationArea = Suite;
}
field("Amount Decimal Places"; Rec."Amount Decimal Places")
{
ApplicationArea = Suite;
}
field("Invoice Rounding Precision"; Rec."Invoice Rounding Precision")
{
ApplicationArea = Suite;
}
field("Invoice Rounding Type"; Rec."Invoice Rounding Type")
{
ApplicationArea = Suite;
}
field("Unit-Amount Rounding Precision"; Rec."Unit-Amount Rounding Precision")
{
ApplicationArea = Suite;
}
field("Unit-Amount Decimal Places"; Rec."Unit-Amount Decimal Places")
{
ApplicationArea = Suite;
}
field("Appln. Rounding Precision"; Rec."Appln. Rounding Precision")
{
ApplicationArea = Suite;
}
field("Conv. LCY Rndg. Debit Acc."; Rec."Conv. LCY Rndg. Debit Acc.")
{
ApplicationArea = Suite;
}
field("Conv. LCY Rndg. Credit Acc."; Rec."Conv. LCY Rndg. Credit Acc.")
{
ApplicationArea = Suite;
}
field("Max. VAT Difference Allowed"; Rec."Max. VAT Difference Allowed")
{
ApplicationArea = Suite;
Visible = false;
}
field("VAT Rounding Type"; Rec."VAT Rounding Type")
{
ApplicationArea = Suite;
Visible = false;
}
field("Last Date Adjusted"; Rec."Last Date Adjusted")
{
ApplicationArea = Suite;
}
field("Last Date Modified"; Rec."Last Date Modified")
{
ApplicationArea = Suite;
}
field("Payment Tolerance %"; Rec."Payment Tolerance %")
{
ApplicationArea = Suite;
}
field("Max. Payment Tolerance Amount"; Rec."Max. Payment Tolerance Amount")
{
ApplicationArea = Suite;
}
field(CurrencyFactor; CurrencyFactor)
{
ApplicationArea = Suite;
AutoFormatType = 0;
Caption = 'Currency Factor';
DecimalPlaces = 1 : 6;
ToolTip = 'Specifies the relationship between the additional reporting currency and the local currency. Amounts are recorded in both LCY and the additional reporting currency, using the relevant exchange rate and the currency factor.';
trigger OnValidate()
var
CurrencyExchangeRate: Record "Currency Exchange Rate";
begin
CurrencyExchangeRate.SetCurrentCurrencyFactor(Rec.Code, CurrencyFactor);
end;
}
field("Coupled to Dataverse"; Rec."Coupled to Dataverse")
{
ApplicationArea = All;
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
}
}
}
area(factboxes)
{
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
Visible = false;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
Visible = false;
}
}
}
actions
{
area(processing)
{
group("F&unctions")
{
Caption = 'F&unctions';
Image = "Action";
action("Change Payment &Tolerance")
{
ApplicationArea = Suite;
Caption = 'Change Payment &Tolerance';
Image = ChangePaymentTolerance;
ToolTip = 'Change either or both the maximum payment tolerance and the payment tolerance percentage and filters by currency.';
trigger OnAction()
var
ChangePmtTol: Report "Change Payment Tolerance";
begin
ChangePmtTol.SetCurrency(Rec);
ChangePmtTol.RunModal();
end;
}
action(SuggestAccounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Suggest Accounts';
Image = Default;
ToolTip = 'Suggest G/L Accounts for the selected currency. Suggestions will be based on similar setups and provide a quick setup that you can adjust to your business needs. If no similar setups exists no suggestion will be provided.';
trigger OnAction()
begin
Rec.SuggestSetupAccounts();
end;
}
}
action("Exch. &Rates")
{
ApplicationArea = Suite;
Caption = 'Exch. &Rates';
Image = CurrencyExchangeRates;
RunObject = Page "Currency Exchange Rates";
RunPageLink = "Currency Code" = field(Code);
ToolTip = 'View updated exchange rates for the currencies that you use.';
}
action("Adjust Exchange Rate")
{
ApplicationArea = Suite;
Caption = 'Adjust Exchange Rate';
Image = AdjustExchangeRates;
RunObject = Codeunit "Exch. Rate Adjmt. Run Handler";
ToolTip = 'Adjust general ledger, customer, vendor, and bank account entries to reflect a more updated balance if the exchange rate has changed since the entries were posted.';
}
action("Exchange Rate Adjust. Register")
{
ApplicationArea = Suite;
Caption = 'Exchange Rate Adjust. Register';
Image = ExchangeRateAdjustRegister;
RunObject = Page "Exchange Rate Adjmt. Register";
RunPageLink = "Currency Code" = field(Code);
ToolTip = 'View the results of running the Adjust Exchange Rates batch job. One line is created for each currency or each combination of currency and posting group that is included in the adjustment.';
}
action("Exchange Rate Services")
{
ApplicationArea = Suite;
Caption = 'Exchange Rate Services';
Image = Web;
RunObject = Page "Curr. Exch. Rate Service List";
ToolTip = 'View or edit the setup of the services that are set up to fetch updated currency exchange rates when you choose the Update Exchange Rates action.';
}
action(UpdateExchangeRates)
{
ApplicationArea = Suite;
Caption = 'Update Exchange Rates';
Image = UpdateXML;
RunObject = Codeunit "Update Currency Exchange Rates";
ToolTip = 'Get the latest currency exchange rates from a service provider.';
}
}
area(reporting)
{
action("Foreign Currency Balance")
{
ApplicationArea = Suite;
Caption = 'Foreign Currency Balance';
Image = "Report";
//The property 'PromotedCategory' can only be set if the property 'Promoted' is set to 'true'
//PromotedCategory = "Report";
RunObject = Report "Foreign Currency Balance";
ToolTip = 'View the balances for all customers and vendors in both foreign currencies and in local currency (LCY). The report displays two LCY balances. One is the foreign currency balance converted to LCY by using the exchange rate at the time of the transaction. The other is the foreign currency balance converted to LCY by using the exchange rate of the work date.';
}
}
area(navigation)
{
group(ActionGroupCRM)
{
Caption = 'Dataverse';
Image = Administration;
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
action(CRMGotoTransactionCurrency)
{
ApplicationArea = Suite;
Caption = 'Transaction Currency';
Image = CoupledCurrency;
ToolTip = 'Open the coupled Dataverse transaction currency.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowCRMEntityFromRecordID(Rec.RecordId);
end;
}
action(CRMSynchronizeNow)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Synchronize';
Image = Refresh;
ToolTip = 'Send updated data to Dataverse.';
trigger OnAction()
var
Currency: Record Currency;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
CurrencyRecordRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Currency);
Currency.Next();
if Currency.Count = 1 then
CRMIntegrationManagement.UpdateOneNow(Currency.RecordId)
else begin
CurrencyRecordRef.GetTable(Currency);
CRMIntegrationManagement.UpdateMultipleNow(CurrencyRecordRef);
end
end;
}
group(Coupling)
{
Caption = 'Coupling', Comment = 'Coupling is a noun';
Image = LinkAccount;
ToolTip = 'Create, change, or delete a coupling between the Business Central record and a Dataverse record.';
action(ManageCRMCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Set Up Coupling';
Image = LinkAccount;
ToolTip = 'Create or modify the coupling to a Dataverse Transaction Currency.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.DefineCoupling(Rec.RecordId);
end;
}
action(MatchBasedCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Match-Based Coupling';
Image = CoupledCurrency;
ToolTip = 'Couple currencies to currencies in Dataverse based on criteria.';
trigger OnAction()
var
Currency: Record Currency;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Currency);
RecRef.GetTable(Currency);
CRMIntegrationManagement.MatchBasedCoupling(RecRef);
end;
}
action(DeleteCRMCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = D;
ApplicationArea = Suite;
Caption = 'Delete Coupling';
Enabled = CRMIsCoupledToRecord;
Image = UnLinkAccount;
ToolTip = 'Delete the coupling to a Dataverse Transaction Currency.';
trigger OnAction()
var
Currency: Record Currency;
CRMCouplingManagement: Codeunit "CRM Coupling Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Currency);
RecRef.GetTable(Currency);
CRMCouplingManagement.RemoveCoupling(RecRef);
end;
}
}
action(ShowLog)
{
ApplicationArea = Suite;
Caption = 'Synchronization Log';
Image = Log;
ToolTip = 'View integration synchronization jobs for the currency table.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowLog(Rec.RecordId);
end;
}
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref(SuggestAccounts_Promoted; SuggestAccounts)
{
}
actionref("Change Payment &Tolerance_Promoted"; "Change Payment &Tolerance")
{
}
actionref("Exch. &Rates_Promoted"; "Exch. &Rates")
{
}
actionref("Adjust Exchange Rate_Promoted"; "Adjust Exchange Rate")
{
}
actionref("Exchange Rate Adjust. Register_Promoted"; "Exchange Rate Adjust. Register")
{
}
}
group(Category_Category4)
{
Caption = 'Exchange Rate Service', Comment = 'Generated from the PromotedActionCategories property index 3.';
actionref(UpdateExchangeRates_Promoted; UpdateExchangeRates)
{
}
actionref("Exchange Rate Services_Promoted"; "Exchange Rate Services")
{
}
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
}
group(Category_Synchronize)
{
Caption = 'Synchronize';
group(Category_Coupling)
{
Caption = 'Coupling';
ShowAs = SplitButton;
actionref(ManageCRMCoupling_Promoted; ManageCRMCoupling)
{
}
actionref(MatchBasedCoupling_Promoted; MatchBasedCoupling)
{
}
actionref(DeleteCRMCoupling_Promoted; DeleteCRMCoupling)
{
}
}
actionref(CRMSynchronizeNow_Promoted; CRMSynchronizeNow)
{
}
actionref(CRMGotoTransactionCurrency_Promoted; CRMGotoTransactionCurrency)
{
}
actionref(ShowLog_Promoted; ShowLog)
{
}
}
}
}
trigger OnAfterGetCurrRecord()
var
CRMCouplingManagement: Codeunit "CRM Coupling Management";
begin
CRMIsCoupledToRecord := CRMIntegrationEnabled or CDSIntegrationEnabled;
if CRMIsCoupledToRecord then
CRMIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
end;
trigger OnAfterGetRecord()
var
CurrencyExchangeRate: Record "Currency Exchange Rate";
begin
CurrencyFactor := CurrencyExchangeRate.GetCurrentCurrencyFactor(Rec.Code);
CurrencyExchangeRate.GetLastestExchangeRate(Rec.Code, ExchangeRateDate, ExchangeRateAmt);
end;
trigger OnOpenPage()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationEnabled := CRMIntegrationManagement.IsCRMIntegrationEnabled();
CDSIntegrationEnabled := CRMIntegrationManagement.IsCDSIntegrationEnabled();
end;
var
CurrencyFactor: Decimal;
ExchangeRateAmt: Decimal;
ExchangeRateDate: Date;
CRMIntegrationEnabled: Boolean;
CDSIntegrationEnabled: Boolean;
CRMIsCoupledToRecord: Boolean;
procedure GetSelectionFilter(): Text
var
Currency: Record Currency;
SelectionFilterManagement: Codeunit SelectionFilterManagement;
begin
CurrPage.SetSelectionFilter(Currency);
exit(SelectionFilterManagement.GetSelectionFilterForCurrency(Currency));
end;
procedure GetCurrency(var CurrencyCode: Code[10])
begin
CurrencyCode := Rec.Code;
end;
local procedure DrillDownActionOnPage()
var
CurrExchRate: Record "Currency Exchange Rate";
begin
CurrExchRate.SetRange("Currency Code", Rec.Code);
PAGE.RunModal(0, CurrExchRate);
CurrPage.Update(false);
end;
}