Version: eXtendPS-SE 1.3.7 and above
Audience: Administrator

Overview

For saved searches in NetSuite, amount values are displayed in the base currency of the parent subsidiary for OneWorld accounts, and in the base currency for standard NetSuite accounts without OneWorld enabled.

Configuration

The eXtendPS-SE Invoice Service can be configured to display currency values in different formats depending on your needs and NetSuite environment.

Configuring Subsidiary Currency Display (OneWorld)

To show amounts in the subsidiary currency:

  1. Set the CONSOLIDATED EXCHANGE RATE as NONE on the saved search specified in the "SAVED SEARCH ID FOR INVOICING RESULTS" field of the eXtendPS-SE Invoice Setup page.
    Image Placeholder
  2. Specify "subsidiary.currency" in the "INVOICE CURRENCY" field of the eXtendPS-SE Invoice Setup page.
    Image Placeholder

Standard NetSuite Accounts (Non-OneWorld)

For standard NetSuite accounts without OneWorld enabled, amounts will always be shown in the base currency. In this case, specify your base currency in ISO format in the "INVOICE CURRENCY" field of the invoice setup screen. For example: text:USD

Image Placeholder

Displaying Transaction or Customer Currency

To display amounts in the invoice response in either the transaction currency or the customer's currency, follow these steps:

  1. In the invoice saved search, create formula fields to display amounts in the desired currency. Additionally, include fields for the invoice currency or customer currency in your saved search.
  2. Replace the field IDs of your new formula columns, which store amounts in the desired currency, with the corresponding column numbers in the invoice setup screen under the amount fields. Also, specify your custom currency field in the "INVOICE CURRENCY" field.
  3. Ensure that you map your currency with the PromoStandards currency in the invoice setup screen.
    Image Placeholder
  4. Specify "subsidiary.currency" in the "INVOICE CURRENCY" field in the invoice setup screen.
    Image Placeholder