I have a standard approval process, where level 1 for opportunities at Proposal stage with amount less than or equal to USD$500,000. Level 2 is amount more than USD$500,000. I have opportunities in other currencies too (e.g. Euro dollar)
However the Corporate currency my company is using is Singapore dollar (SGD). Currently the multi-currency function is enabled. I am not sure if the criteria amount in approval process which is in US dollar, can interact with the Multi Currencies function.
I was told by my developer I need to manually change the approval process criteria amount to SGD & update the rate regularly.
Appreciate if you can advise me if there is a better way to manage this please~
3 réponses
Hi Jessica,
From my understanding on this, if you build your Approval process criteria on the standard Amount field, it will use the corporate currency. For example, if you have a 2-step approval
Step 1: Amount < 500000
Step 2: Amount > 500000
This would be interpreted as 500,000 SGD
However, it sounds like if you use a formula to copy the amount, the formula will not be translated to the corporate currency and will reference whatever is on the record. For example, let's you set up your approval based on the formula field:
Step 1: Formula Amount < 500000
Step 2: Formula Amount < 500000
This would then look at the currency set on the record. So if an Opportunity is set in USD, it would look at $500,000 USD. If set in SGD, it would look at $500,000
I hope that helps
Thanks,
Mikey
