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Adding a Currency in the Finance Portal

Last Updated: Jul 30, 2014 01:53PM EDT

NOTE: This process should only be completed on Finance direction by either IT or Finance, on specific approval for the new currency.

To add a currency in the Finance Portal, follow the following steps.
  1. Log into Great Plains, either using terminal.sfcg.org or via the installed applet (if it is installed on your system), using the 'sa' logon (password in Lastpass).
  2. Log into the 'Search for Common Ground' company.
  3. Select 'Cards', then 'System', then 'Exchange Table' from the selections at the top of the screen.
  4. Select the Magnifying Glass next to 'Exchange Table ID' to search for a currency.
  5. Select 'New' next to the search box.
  6. Get the information for the new currency at http://ec.europa.eu/budget/contracts_grants/info_contracts/inforeuro/inforeuro_en.cfm, our official source for currency valuation.
  7. Type the 3 digit ISO ID for the new currency, the Full name of the currency in the 'Description' Field, then the 3 digit ISO code again in the 'Currency ID'.  This will prompt you to create a new Currency ID, which follows roughly the same steps. 
  8. If the currency is measured in terms of number of that currency to the US dollar (I.E. if a currency is say 5 pounds to the dollar), select Divide in the 'Rate Calculation Method'. If it is expressed as portions of a dollar, select 'Multiply'.
  9. The other settings can be left at their defaults.
  10. Return to the Exchange Table, and then enter the starting rate as you find it on that site.  The start date should be the first of the month at midnight, and the expiration date should be the last day of the month. Confirm the entry in the box below and then hit save.  That will put it on the list in the Finance Portal and in Great Plains.  
  11. To confirm you have done it correctly, run a sample Finance Report, comparing it to the dollar, to ensure that the conversion is correct.
To make it work properly in Great Plains:
You will also need to grant access to the new currency in GP in order for field reports to be uploaded in it, and for reports to run.  To do that:
  1. Log in to Microsoft Dynamics GP
  2. Go to 'Tools'
  3. Go To 'Setup'
  4. Go To 'System'
  5. Go to 'Multi Currency Access'
  6. Add the new currency, matching the settings of currencies already in the system.  This can only be done when no one else is logged into GP, so it needs to be scheduled.
You will also need to set the new currency's rate type.  To do that:
  1. Log in to Microsoft Dynamics GP
  2. Go to 'Tools'
  3. Go To 'Setup'
  4. Go To 'Financial'
  5. Go to 'Rate Type'
  6. Add the new currency, matching the settings of currencies already in the system.  This can only be done when no one else is logged into GP, so it needs to be scheduled.  The previous step must also be done first.
To add to the currency to be auto-updated in Great Plains each month with the correct rate:
  1. One feature of our system is that we can set up currencies to have their new rates added on the first day of each month in the Finance system.  To set this up, visit InfoEuro's currency list site at: http://ec.europa.eu/budget/contracts_grants/info_contracts/inforeuro/inforeuro_en.cfm.
  2. Copy the link for the currency you need but don't click on the link.  There is a number in the link after the words 'currency=' that you will need to capture.  If you click on the link, the number will disappear as part of the coding, so make sure to write down or copy/paste the link first so you can access it.
  3. With that number, log on to Finance2.  Go to the SQL Management Studio.
  4. On the left hand side of the screen, look through the list of databases until you find SFCG.
  5. Click the '+' next to the folder icon, and then select 'Tables'.  
  6. Scan down the list (there are hundreds), looking for sfcg.Europa.  
  7. Right click on that table name and select 'Edit Top 200 Rows'.
  8. Go to the last line of the table, enter the three digit ISO code, and then just the number you recorded in the previous section in the 2nd column.  ​
  9. Save the info by selecting the red exclamation point at the top of the screen.
  10. That will add it to the system list to check on the first date of each month. 
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