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~
1 réponse
HI Jessica Zheng ,
Your developer is right , you shall change the approval Criteria to SGD, however you can try the below approach.
Create a formula field for amount in SGD like below
Amount in SGD (Currency) =
MCEILING(CURRENCYRATE(“SGD”)) * Amount
Use this field in the Approval process .
Please note this is just my thought, I could be wrong, so you have to validate all the possible scenarios in order to make sure it is working.
