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How to Edit an Existing Exchange Rate

FastTrack360 Version 12 Online Help

How to Edit an Existing Exchange Rate

Only the Forward Rate and Reverse Rate attributes of an existing exchange rate can be edited if the exchange rate has not yet been used. If any of the other attributes are incorrect, the exchange rate row will need to be deleted and re-entered.

Once the exchange rate has been used (the Last Used Date has a date displayed), all the exchange rate attributes are locked and cannot be changed or deleted.

To edit an existing exchange rate, follow the procedure below.

1.

Navigate to Portal Maintenance > Currency > Exchange Rates.

 

2.

Locate the required exchange rate row in the Exchange Rate Search screen and click on the view / edit button.

3.

Edit the Forward Rate or Reverse Rate.

 

4.

Click Save.

A confirmation message will display indicating the exchange rate changes have been saved and the Edit Exchange Rate screen will close.



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