Currency Mapping
Depending on your business requirements, you print prices, taxes, payment amounts etc. on invoices with either the ISO currency code (EUR, USD) or the currency sign (€, $). If your business requires the currency signs (or "currency symbols"), you must configure them using the custom setting Currency Mapping.
Info
If there is no mapping set for a used currency, JustOn prints the ISO currency code to the invoice PDF.
A currency mapping directly maps an ISO currency string to a currency sign, like EUR - €. In addition, it allows for configuring rounding rules that are to be used with the corresponding currency.
Each record can hold the following information:
| Field | Data Type | Description |
|---|---|---|
| Name | Text (3) | Specifies the ISO currency code. |
| Currency Sign | Text (5) | Specifies the currency symbol. |
| Activate Rounding | Checkbox | Controls whether the grand total of invoices in this currency is to be rounded. |
| Rounding Method | Text (128) | The method used for rounding the grand total of invoices. Available values include NONE, FLOOR, CEILING, DOWN, UP, HALF_DOWN, HALF_UP, HALF_DOWN_ZERO, HALF_UP_ZERO, HALF_EVEN.The default rounding method is NONE.For details, see, for example, RoundingMode. |
| Rounding Precision | Number (13,5) | Controls the precision for the rounding difference.0.05 rounds to 5 cents, 1.00 rounds to whole euros. |
Default currency mappings
JustOn includes the following currency mappings by default:
| ISO Code | Currency Sign |
|---|---|
| EUR | € |
| USD | $ |
| GBP | £ |
Create a Currency Mapping record for each currency sign to be available for printing invoice PDF files.
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Click to enter Setup, then open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
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Click Manage in the row of Currency Mapping.
- Click New.
- Specify the information as necessary.
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Click Save.
This creates the new currency mapping record.