Set daily currency exchange rates

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Applies to User Roles:

System Administrator

Contract Management provides a currency conversion utility that automatically converts national currencies, depending on exchange rates at the time you initiate the contract. You can enter daily exchange rates into the system to ensure accurate rate conversions.

To set daily currency exchange rates, follow these steps:

Click System Administration > Base System Configuration > Conversion Rates.

Use search or advanced search to find one or more records.

Click a record to view it in the Conversion Rate Information form.

Update the Date and Exchange Rate fields with the daily exchange rate information.

Click Save.

Note You can tailor Service Manager to automatically import the daily currency exchange rates. For more information, see Tailoring.

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