Depending on your business requirements, you print prices, taxes, payment amounts etc. on invoices with either the ISO currency code (
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.
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
€. In addition, it allows for configuring rounding rules that are to be used with the corresponding currency.
Each record can hold the following information:
|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
The default rounding method is
For details, see, for example, RoundingMode.
|Rounding Precision||Number (13,5)||Controls the precision for the rounding difference.
Default currency mappings
JustOn includes the following currency mappings by default:
|ISO Code||Currency Sign|
To create a new currency mapping:
- In Setup, open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
- Click Manage in the row of Currency Mapping.
- Click New.
- Specify the information as necessary.
Mandatory details include the name (ISO code) and the currency sign.
- Click Save.
▶ This creates the new currency mapping.
Create a Currency Mapping record for each currency sign to be available for printing invoice PDF files.