5. Currency Setting
Last updated
Was this helpful?
Last updated
Was this helpful?
Please make sure that the Currency in Sage CRM and Sage X3 match. For example, if the Base Currency is $(USD). Sage CRM has a ‘$’ symbol, while ERP has ‘USD’. Hence the Currency symbol must be changed to ‘USD’ in Sage CRM.
Go to Administration->Data management->Currency configuration.
If the Base Currency is $(USD), change it to some other currency.
Go to Administration->Data Management->Currency. You will find the currency ‘$’ in the list as shown below
Click on the ‘US Dollar’, and you find the following
Change its symbol from $ to USD.
Again Go to Administration->Data Management->Currency configuration and change the base currency to “USD”.
• Other Requirements: -
A dedicated Admin-level Sage CRM User with access to Sage CRM Web services and external login access.
A dedicated Sage X3 User with web service access.
A Sage X3 Web service Pool: - Require Sage X3 web service pool which will be used by Sage CRM for connection with Sage X3.