Visma.net ERP
Currency rate types (CM201000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
In this window, you can view and configure rate types.
For a rate type, you specify its
settings, which will be applied to the exchange rates of the currency pairs to which
the type is assigned.
Using rate types is convenient when, for example, different
rates for the same currency pair should be used in transactions with different
suppliers or customers.
The table
Here you can create rate types or view the existing list of rate types.
Any rate types that
have been used to record transactions cannot be deleted.
| Column | Description |
|---|---|
| Rate type ID | The unique name that identifies the rate type. You can use up to six characters - letters, numbers, and special characters. |
| Description | The detailed description of the rate type. The description may contain up to 30 alphanumeric characters. |
| Days effective | The number of days starting with the currency effective date (the Currency effective date column in the Currency rates (CM301000) window), during which the rate is considered current for rates of the type. |
Related concepts
Currency management windows - overview
About historical currency rates
About currency setup parameters
Related tasks
Related reports
Currency management reports - overview
Related windows
