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How does the currency conversion for currency type field work? for Sales application.

in Sales 1 comment

We're running an analysis in our BI catalog on a custom object in our staging environment.

The analysis shows a custom field: Amount, field type: currency - the field is not converted in from the input currency to the company currency the analysis.

We defined the rates through the Create Daily Rates spreadsheet and set the Currency preferences in the BI to : User Preferred Currency using Advanced Currency Management and also followed the instructions at https://docs.oracle.com/en/cloud/saas/sales/oasal/set-up-multiple-currencies-for-sales.html#s20047402 --- but the Amount field is not converted.

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