Multicurrency in Deal Manager

In Deal Manager implementations, the common contract or agreement multicurrency requirements often contradict the basic Salesforce multiple currencies capabilties in the following ways:

• The Account that you attach to the agreement controls the agreement currency and the agreement lines. Most currency fields are displayed in the currency of the agreement. The currency of the agreement does not depend on the user's settings and the user cannot change it.
• You can configure different currency fields on the same header and/or agreement lines to display in different currencies and also configure their conversion. For example, you can configure the prices on the line to display in the customers currency, but the total expected line revenue and margin can be configured to display in the currency of the organization that gives the pricing.
• If you change the currency of the agreement or the line, then all fields tied to that currency must be recalculated.

The Deal Manager capabilities that enable the multicurrency feature

• A ZCloud entity that holds currency conversion rates between different currencies. This entity must be synchronized with the Salesforce conversion table if Deal Manager uses the Salesforce multiple currencies feature.
• The Zilliant formulas that recalculate metrics and other values as the user makes the edits.
• A common data model for storing price lists, cost lists, and guidance with a currency.
• A common API that retrieves price lists, cost lists, and guidance in the record's currency. If needed, Zilliant formulas use these APIs to calculate additional metrics.

Examples of the Deal Manager multicurrency configuration options

• For the Line Items list:

  • Currency symbol turned on in the Deal Manager component

    

  • ISO code turned on in the Deal Manager component

    

  • User currency turned on in the Deal Manager component

    

• For the Edit lines modal:

  • Currency symbol turned on in the Deal Manager component

    

  • ISO code turned on in the Deal Manager component

    

  • User currency turned on in the Deal Manager component

    

Configure the multicurrency display parameters

1. Select Setup in the top right corner of the component's list, then select Edit Page​.
2. In the Lightning App Builder, select the component's tab.
3. Select the Line Items component in its placement on the Lighting record page.
4. In the properties panel, select the following checkboxes:

   • Show currency symbol instead of ISO code—Applies only to orgs where the multicurrency feature is enabled.

     • If set to TRUE, any currency value displayed will have a currency symbol that is the correct symbol per other criteria in this story.
     • If set to FALSE, any currency value displayed will have a currency ISO code that is the correct ISO code per the criteria in this story.

   • Enable currency conversion for records not in user's currency—When multicurrency is enabled and there are more than two active currencies in the org, the format of the currency fields will be as indicated in the table below. In this example, USD is the user currency and AUS is an active alternative currency.