If CARL Source is used in an international context—that is, by users in different countries using different currencies—it is possible to use the same CARL Source environment across the different countries.

For each user / actor, the administrator can select another currency from those defined as Multi-currency currencies (context currency), so that when the user logs in to CARL Source, they work with their currency (called the context currency).

This information is visible in the user banner  .  This context currency initializes the currency when creating an entity considered as a master entity or a dependent entity.

On-the-fly change

By expanding the block accessible by clicking the logged-in user’s name (top right), the drop-down list   provides access to a list of currencies. This list allows the user to dynamically switch between currencies considered as multi-currency. Selecting another currency changes the context currency on the fly.

On the user’s next login to CARL Source, they will again use the currency set on their user record.

Viewing an entity in another currency

If the context currency differs from the entity’s currency, and to facilitate understanding of the displayed amounts, the amount converted into the context currency is visible in the tooltip that appears when hovering over an “amount” field. This is informational data that uses the exchange rate at time T to perform the conversion.

Creating an entity

When creating a new entity, it is automatically initialized in the user’s context currency. However, the currency of certain entities may change when specific information is selected in the form.

The mechanisms for initializing currencies on entities are described in the section Master entity and dependent entity.

Examples:

• A user linked to the USD currency creates a new budget. The “amount” fields of the budget will be expressed in USD.
• A user linked to the USD currency creates a new intervention. The “amount” fields of the budget will be expressed in USD. When entering a cost center in EUR, the intervention currency will be changed to EUR.

Viewing an entity

General case

In search forms as well as in an entity’s detail form, “amount” data are displayed in the entity’s currency.

Special case

In certain specific forms such as orders and purchase requests (PRs), the data are displayed in the entity’s currency and also in the context currency for better understanding.

 

When creating or viewing, an entity’s currency is displayed in the upper area of the detail .

Changing an entity’s currency

The rules applicable to allow currency changes on an entity are defined in the section Changing an entity’s currency. Once the currency change has been made:

• Data in view mode are converted into the new currency by applying the appropriate exchange rate.
• Data in entry mode take the new currency into account, but the entered value is not converted and remains identical. If the value is not consistent with the new currency, the user must modify the value in the field.

 

Search

To avoid cluttering search screens, the “currency” field is not automatically added to screens corresponding to entities that carry a currency. However, the mechanism is in place. It is therefore very simple to add the currency field to a search form via customization.

1. Open the search form and select the action “Enter customization mode” available in the menu.
   → The form is displayed in “Customization mode”.
2. Add a field and enter the expression #{formAnimator.searchBean.currencyCode} in the “value” attribute,
3. Add, if needed, the “CURRENCY” list of values in the “infozone” attribute to obtain input assistance via the magnifier .