Set Multi-Currency features for Master records
For the Multi-Currency feature to work, you must ensure the appropriate settings have also been selected for Master records, such as:
Once you have enabled Multi-Currency in TMT Fleet Maintenance (TMT), these settings become mandatory whenever you create or edit a Master record. If no currency is selected, TMT will automatically set the currency to the default value. |
Company Master records
-
Go to Menu > Masters > Company. The Company page opens with the Definition tab displayed by default.
-
Under Company Information, select the Currency dropdown list and choose a default currency.
-
Save your changes by selecting Save in the upper-right corner of the page. A confirmation message appears once your changes have been saved.
-
Select OK to close the pop-up window.
Customer Master records
To set the Multi-Currency value for an existing customer record:
-
Go to Menu > Masters > Customers. The Customer page opens with the Definition tab displayed by default.
-
Enter a customer ID or use
Search to find the correct customer master record. Once you select a customer master, the Definition tab opens for the selected customer.
-
In the Details section, select the Currency dropdown list and choose a default currency.
-
Save your changes by selecting Save in the upper-right corner of the page. A confirmation message appears once your changes have been saved.
-
Select OK to close the pop-up window.
If you are creating a new customer record, see Create a customer record.
Shop Master records
To set the Multi-Currency value for an existing shop record:
-
Go to Menu > Masters > Shops. The Shop page opens with the Definition tab displayed by default.
-
Enter a Shop ID or use
Search to find the correct shop master. Once you select a shop master, the Definition tab opens for the selected shop.
-
In the Shop Information section, select the Currency dropdown list and choose a default currency.
-
Save your changes by selecting Save in the upper-right corner of the page. A confirmation message appears once your changes have been saved.
-
Select OK to close the pop-up window.
If you are creating a new shop record, see Create shop records.
Vendor Master records
-
Go to Menu > Masters > Vendors. The Vendors page opens with the Definition tab displayed by default.
-
Enter a Vendor ID or use
Search to find the correct vendor master. Once you select a vendor master, the Definition tab opens for the selected vendor.
-
In the Vendor Details section, select the Currency dropdown list and choose a default currency.
-
Save your changes by selecting Save in the upper-right corner of the page. A confirmation message appears once your changes have been saved.
-
Select OK to close the pop-up window.
If you are creating a new vendor record, see Create vendor records.