Skip to main content

​
How Account/Contact Currency Drives Order Currency

In a multi-currency org, every record that holds an amount has a standard CurrencyIsoCode field. When you create an Order from an Account or Contact, fusionCore copies that record’s currency onto the new Order automatically. This means you do not pick a currency while creating the Order. You set the currency on the Account or Contact first, and the Order inherits it.
A Product and an Order only transact together when they share the same currency. Before creating Orders in a given currency, make sure you have Products and Payment Types set up in that currency. See Defining Business Unit Currency and Supported Currencies on Payment Type.

​
Before You Start

  • Multi-currency must already be enabled in your org. See Enabling Multi-currency.
  • The currency you want to use must be active in Setup > Manage Currencies.

​
Set the Currency and Create the Order

1

Open the Account or Contact

In the App Launcher, type Account and click Accounts, or type Contact and click Contacts. Open the record you want to create the Order from.
2

Set the record currency

On the record, set the Account Currency or Contact Currency field to the currency you want the Order to use, then save.
Account record showing the Account Currency field being set

Setting the currency on an Account record

3

Create the Order

Click Create Order at the top right of the record page. The Order is created in the currency you set on the Account or Contact.

​
Limitations and Common Pitfalls

  • The currency is inherited silently — you cannot pick it during Order creation. The Create Order action takes the currency straight from the Account or Contact. If the source record has the wrong currency, the Order is created in the wrong currency. Confirm the Account Currency / Contact Currency value before you click Create Order.
  • The currency must be active in your org. If the currency on the Account or Contact has not been activated and rated in Setup > Manage Currencies, currency conversion will fail. Activate and set a conversion rate for every currency you transact in before creating Orders.
  • Products and Payment Types must exist in the Order’s currency. An Order only transacts with Products and Payment Types in the same currency. If you create an Order in a currency that has no matching Products, you will have nothing to add to it.
Mixed-currency renewals consolidate into one Order. If the same customer has Purchase Activities in different currencies, today they renew into a single Order rather than one Order per currency. This is a known open issue (targeted for a future release) and is not yet fixed in the shipped code.