Saved Search To Show Price Level in a Currency other than the Base Currency When Multi-Currency Feature is Enabled
Published on
December 26th, 2023
Scenario
A user needs to show a Price Level in a Currency other than the base currency set on the account.
Solution
Using an Administrator role, check the default Currency by navigating to Setup > Company > Company Information > Currency = USA. Then create a saved search with the following steps:
Navigate to Lists > Search > Saved Searches > New > Item
- Under the Results tab > Columns subtab, add the following formula:
- Formula (Currency) | Summary Type: Maximum | Formula: DECODE({pricing.currency},'currency name', DECODE({pricing.pricelevel},'Price Level 1',{pricing.unitprice},0),0)
- Formula (Currency) | Summary Type: Maximum | Formula: DECODE({pricing.currency},'currency name', DECODE({pricing.pricelevel},'Price Level 2',{pricing.unitprice},0),0)
- Note that you may add more depending on the number of Price Levels
- Nominate a Search Title
- Click Save & Run