The currency of master entities can be changed at any time in CARL Source if:

• The CARL Source/Global/Change entity currency profile right is enabled,
• The functional rules authorizing the change are followed.

In list

1. Select the line(s) to be changed.
2. On the action menu of the list , select "Change the currency".
   → A pop-up for selecting the new currency is displayed.
3. Select the new currency to be applied and confirm.
   → A pop-up confirming the number of items to be processed is displayed.
4. Confirm the confirmation pop-up.
   → A pop-up confirming the number of items processed is displayed.
   → The currency updating is complete.

In detail

1. In the settings menu, select "Change the currency".
   → A pop-up for selecting the new currency is displayed.
2. Select the new currency to be applied and confirm.
   → The currency updating is complete.
   

Description of the checked functional rules

This section describes the functional rules to be checked in order to access the Change currency action in detail and as a list.

• WR: No functional rules to be checked.
• Family: No functional rules to be checked.
• Location: No functional rules to be checked.
• Asset: No functional rules to be checked.
• Template (not from an item): No functional rules to be checked.
• Purchase type: No functional rules to be checked.
• Structure point: No functional rules to be checked.
• Profile: No functional rules to be checked.
• Operation types: No functional rules to be checked.

• Item: When the inventory valuation type is "GLOBAL", no warehouse is defined in the "Storage details" tab.
• Item defined as "Template": When the inventory valuation type is "GLOBAL", no warehouse is defined in the "Storage details" tab.
• Budget: No entry was made regarding the budget involved. The budget has no ascendants or descendants.
• Cost center: No entry has been made regarding the cost center affected. The cost center has no ascendants or descendants.
• Customer: No conditions are entered regarding the customer in the "Conditions" tab. No "Parent customer" field entered or quote associated with this customer.
• Rental agreement: There are no rental receipt lines associated with the rental contract.
• Supplier: No catalogs and/or contracts and/or purchases are associated with this supplier, regardless of the status of a purchase.
• Warehouse: There are no inventory movements (of any type) regarding this warehouse.
• Reading point template: There are no reading points associated with this reading point template.
• Project template (if the "Single cost center"? box is not checked): No projects are associated with this project template.
• Reading point: No readings should be taken at this reading point. No "Reading point template" field has been entered.
• Discipline: There are no material resources or/and technicians related to this skill.

Management of dependent entities

The currency of a dependent entity can change provided that the master entity on which the dependent entity depends is changed and the latter has a different currency.

• Work order: When a cost center is changed, a release mechanism regarding the old cost center and a re-subscription mechanism regarding the new cost center will be implemented on the basis of the exchange rate on the current date to perform the conversion.

  For operations associated with a work order, the currency change on the work order results in a recalculation in the new currency of the unit price in the details of operations.