Add, modify, or delete currencies

Tekla EPM
2021
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Add, modify, or delete currencies

In the Currencies dialog box, you can add currencies that you need to use in Tekla EPM. You can also set the default currency, modify or delete existing currencies, and modify exchange rates.

To manage the available currencies, do the following:

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Currencies.

The Currencies dialog box opens.

Add a currency

  1. In the Currencies dialog box, click New.
  2. Define the currency properties:

    Option

    Description

    Abbreviation

    The abbreviation of the currency. For example, EUR is the abbreviation for euros.

    The abbreviation is used in lists where you need to select a currency.

    Type the abbreviation in the Abbreviation field.

    Description

    The currency name. For example, Euros.

    Type the currency name in the Description field.

    Display Prefix

    The currency code or symbol that is displayed before the sum.

    Type the currency code in the Display Prefix field.

    Display Suffix

    The currency code or symbol that is displayed after the sum.

    Type the currency code in the Display Suffix field.

    Decimal Places

    The number of decimal places in the currency.

    Type the number in the Decimal Places field.

  3. If you want to make the new currency the default currency option, select the Default Currency check box.
  4. Click Add.

The new currency is added to the list.

Now, you can modify the exchange rate of the new currency to other currencies.

Modify an exchange rate

  1. In the Currencies dialog box, select the currency whose exchange rates you want to modify.

    The exchange rates of the selected currency are displayed in the lower-right corner of the dialog box.

  2. Double-click the exchange rate that you want to modify.
  3. In the Currency Exchange Rate dialog box, define the exchange rates from and to the selected currency.

    You can also only define the first exhange rate and automatically calculate the second one by selecting the Calculate Inverse check box.

  4. Click Save.

Repeat steps 1 to 5 for all necessary exchange rates.

Set the default currency

By default, the default currency in Tekla EPM is US dollars. However, you can change the default currency according to your needs.

  1. In the Currencies dialog box, select the currency that you want to set as the default option.
  2. Select the Default Currency check box.
  3. Click Edit to save the changes.

The selected currency is set as the default option.

Note that the Default Currency column of the selected currency now says Yes.

Modify a currency

  1. In the Currencies dialog box, select the currency that you want to modify.
  2. Modify the currency properties according to your needs:

    Option

    Description

    Abbreviation

    The abbreviation of the currency. For example, EUR is the abbreviation for euros.

    The abbreviation is used in lists where you need to select a currency.

    Type the abbreviation in the Abbreviation field.

    Description

    The currency name. For example, Euros.

    Type the currency name in the Description field.

    Display Prefix

    The currency code or symbol that is displayed before the sum.

    Type the currency code in the Display Prefix field.

    Display Suffix

    The currency code or symbol that is displayed after the sum.

    Type the currency code in the Display Suffix field.

    Decimal Places

    The number of decimals in the currency.

    Type the number in the Decimal Places field.

  3. Click Edit to save the changes..

Delete a currency

Note that deleting a currency is permanent and cannot be undone.

You cannot delete currencies that are currently used somewhere in Tekla EPM.

  1. In the Currencies dialog box, select the currency that you want to delete.
  2. Click Delete.
  3. To permanently delete the selected currency, click Yes in the confirmation dialog box.
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