Good Evening All.
I have been given a challenging requirement by my client who is in the Capital Investment business. Client is using CRM 2015 On-Prem and the default currency has been set to USD. I have also set up Rupee, Real and Euro
Scenario is as follows
:
As seen in the picture above the form is made up of multiple money fields, some calculated and others manual. In addition to this there are two currency lookup fields on the form as well. Functional Currency (transactioncurrency) and Cash Movement Currency (new_cashmovementcurrency).
Both the Functional Currency and Cash Movement Currency field values are populated (onCreate) from a Parent entity. Standard CRM functionality dictates that when the 'transactioncurrency' value changes, that all the money field Currencies/symbols change as well to reflect the same value and leave the base currency as $. Requirement: Instead of updating ALL money fields Currencies and Symbols, it should only update the relevant section on the form. For example, when the Functional Currency is updated to Euro only the field under "Cash Movement Currency" section should be updated. Equally, when the Cash Movement Currency is updated to Real (R$), only the fields under Cash Movement Currency section should be updated to display R$. Once everything has been populated on the form, the form should display 1/2 of the money fields in Euro and the other 1/2 in R$ as well as the correct exchange rate for that relevant currency.
If anyone can start pointing me in the right direction to a solution I would really appreciate it.
P.s the client is not too happy with the idea that custom code might be the final solution and is leaning to as much standard functionality/Customizations as possible.
Thank you
Wynand
