Sunday, October 7, 2018

Set Up Budget > Currency is automatically set to parent's currency even if the budget category is local

Solution/Workaround/Gotcha/Recommendation Details:

 

  • When a user creates a new Budget in a OneWorld account, Currency will default to the Parent subsidiary's currency
  • Upon Save, the currency of the Subsidiary chosen will be set by the system automatically; provided that the Budget Category is Local.
  • This can be verified by viewing the created budget; the correct currency is already used.
  • Change the Hierarchy of the Parent/Subsidiary.

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