How to use multi-currency

[baobao917]

Hi @jamessimone - Wanted to confirm/clarify the instructions for using ApexRollup to rollup currency fields in a multi-currency org with Advanced Currency Management/Dated Exchange Rate tables enabled. It's a simple rollup, summing a child record amount to a parent record rollup field (and both are in the same currency). I was reading the instructions for the 'Currency Field Mapping' field and it was a little unclear.

I read the following which appears to be the only documentation:

QUESTIONS:

• Is it only necessary to use when the child and parent are different currencies and you are converting?
• I didn't quite understand what the mapping was supposed to be. Is it fields on the parent or the child? Here is a screenshot of a sample rollup I setup. (I know the Currency Field Mapping is wrong since I only have a date there, but I'm not sure what the corresponding mapped field it is supposed to be with).

Any help is appreciated!
Thanks

[jamessimone]

@baobao917 apologies for the delay in response. If you are using dated exchange rates, the currency field mapping points to the field that determines which dated range the child in question falls into. If it is a parent-level field (as it is, by default, for Opportunity Splits), you use the relationship name of the parent as the first value, a comma, and then the API name of the field on the second value.

If, for example, you were using simply the CreatedDate for the child to determine which dated currency rate to use, you don't need to comma-separate the values; you would just use CreatedDate as the value there. Perhaps AcctSeed__Date__c is indeed correct, then, if it is a field on your child object. If Invoice has the AcctSeed_Date__c, you would use the relationship name for invoice as the first particle in the comma-separated field (so, something like Invoice__r, AcctSeed__Date__c). Hope that helps!

[baobao917]

Thanks @jamessimone ! This answers my question perfectly!