Converting Credit Line Currency

Procedure

By default, the credit line is shown in the currency used when the credit line was entered. You can convert the credit line to any currency that you maintain. For example, if an allocated credit line uses a different currency than the parent account, you can convert the allocated credit line to the currency in which that account does business.

To convert credit line currency:

  1. Select the customer. How?

  2. From the Customer Information tab, select Credit Line.
    The Credit Line screen appears.

  3. Select view/edit in the row for the credit line.
    The Credit Line Details screen appears.

  4. To print the credit line details:

    1. Click Print.
      A print version of the credit line details appears in the browser.

    2. From your browser toolbar, click File>Print.
      The Print dialog box appears.

    3. Click OK.