Currency formats are used to specify the format of data in the import file that is used to populate the Currency Keywords associated with the documents imported via the EDI 835 process format.
To configure a currency format:
- Select the field order mapping to be configured. If the Keyword Type that is part of the field order mapping is a Currency or Date Keyword, the Format button is enabled.
-
Click Format. The Currency Format dialog box is displayed.
Tip:The Examples section demonstrates how the values configured to use the Currency Format are displayed.
-
In the General Formatting section, you may select either or both of the following options:
-
Use Currency Symbol —Select this check box if the value uses a currency symbol, such as a $. Enter the symbol used in the Symbol field.
-
Use Digit Grouping Symbol —Select this check box if the value uses a digit-grouping symbol. A comma (,) is commonly used as a digit-grouping symbol (i.e., 1,000,000). Enter the symbol used in the Symbol field.
Note:The Digit Grouping Symbol and Decimal Symbol cannot be the same.
-
Digits in Group —Identifies the number of symbols that are separated by a digit-grouping symbol. This number is commonly 3 (e.g. 1,000,000). Enter the number in the Digits in Group field.
-
Decimal Symbol —Identifies the symbol used to identify decimal value spacing. This symbol is commonly a period (.) (e.g. 1,000,000.99). Type the symbol in the Decimal Symbol field.
Note:The Digit Grouping Symbol and Decimal Symbol cannot be the same.
-
Decimal Places —Identifies the number of digits that follow a decimal symbol. This number is commonly 2. Enter the number in the Decimal Places field.
-
-
If the Use Currency Symbol check box is selected, the options in the Positive Numbers section are enabled. Select one or both of the following options:
-
Symbol After Number —Select this check box for positive numbers in which the currency symbol is displayed after the number. (e.g. 1,000.00$).
-
Add Space for Symbol —Select this check box if there is a space in the text between the number and the currency symbol (e.g. $ 1,000.00 or 1,000.00 $).
-
-
In the Negative Numbers section, select from the following options:
-
Negative Indicators —Select either the Minus Sign or Parentheses radio button to identify how a negative value as a negative number. is displayed.
Once a Negative Indicator radio button is selected, check one or more of the following display options for negative numbers:
-
Indicator After Number —Select this check box if the negative indicator symbol is to be displayed after the value.
Note:Applies to minus sign (-) only.
-
Symbol Inside Indicator —Select this check box if the currency symbol is to be displayed after the value and before the indicator (e.g. 1,000,000 $-).
Note:Applies to minus sign (-) only.
-
Symbol After Number —Select this option if the currency symbol is to be displayed after the negative number.
-
Add Space for Symbol —Select this option if a space ( ) appears after the currency symbol. (i.e., - $1,000,000).
-
-
-
Click Apply to assign the configured currency format or click Make Default to apply the configured currency format and to the set the configured settings as default for all Currency Keywords.
Click Exit to close the Currency Format Dialog dialog box without applying any configuration settings.