Setting Up Planning and Budgeting to Support a Single Currency
Although Planning and Budgeting Financials is designed to support multiple currencies, you can convert your application to work with only a single currency.
Single Currency Implementation Checklist
To set up your application to support only a single currency, you must have the Administrator role and complete the following steps in consecutive order:
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In Data Management, update the data load mappings of the Member Name and Base Currency dimensions.
See Updating the Data Load Mappings of the Member Name and Base Currency Dimensions.
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In Data Management, update the data load mappings of the Account and Subsidiary dimensions for certain transaction-related data load rules.
See Updating the Data Load Mappings of the Account and Subsidiary Dimensions.
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In Data Exchange, update certain data integrations to support the single currency application setup.
See Updating Business Rules of Data Integrations in Embedded Mode.
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Update the member formulas of certain zero-level accounts for Cash Flow dimension members.
See Updating the Member Formulas for Cash Flow Dimension Members to Single Currency.
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Update certain action menus to execute business rules that support single currency.