When creating a revenue smart query that filters on a transaction that was made using a foreign currency the transaction amount is displayed with the organisation currency symbol.
We are currently evaluating this issue for a fix in a future service pack.
Steps to Duplicate
Steps to duplicate
Replicated on sample data.
- Multicurrency is enabled - Organisation currency in CRM is set to GBP
1. Search and select a constituent record 2. Add a foreign currency payment to the record e.g. $1000 (use a spot rate for the exchange rate at 0.8) 3. Go to Analysis functional area and click on 'Add an ad-hoc query', choose revenue source view 4. Add a query:
Revenue ID is equal to [ID of payment made above]
RevenueID Amount Date Application Details\Amount(transaction currency) Application Details\Amount(organization currency)
5. From query design window click 'Create smart query':
Set RevenueID as a filter (Equal to) and all fields as visible
Primary key field: [blank] Record type: Revenue Smart query name: [give it a name] Description: [blank]
6. Open the smart query just created and filter on the revenueID of the foreign currency payment made above 7. Click preview results and notice the transaction amount is displayed as £1000 instead of $1000, also if you export to Excel it's also displayed in pounds.