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Introduction
This document provides instructions for setting up the Exchange Price List custom configuration.
In a traditional Optifacts installation with multiple currencies, the price lists are assumed to be in the customer’s currency and then an exchange rate is used to store in the lab’s currency for reporting. For labs with continually changing exchange rates, it may be more helpful to have the price lists entered in a stable currency and then use an exchange rate when billing the customer. To enable this ability, enter all price lists in the stable currency and enable the custom configuration shown below.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Edit Custom Configuration and press enter.
The Custom Configuration Editor displays.
- Press Q to Query.
Ensure that the table below exists. If the table does not exist:
- Type A to add a new record.
- Enter all the information as per the example (s) below.
- Press Escape to save the data
- Type E to Exit.
