Currency
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will be deactivated.
This entity describes a currency available for use with the Autotask Multi-currency installed module. The currency entity is used in Autotask only when the Multi-currency installed module is enabled. It allows selected currency related fields to be queried and updated through the API. Currencies cannot be created or deleted.
In Autotask, when the Multi-currency installed module is enabled, currencies are managed from the Currencies page, available to Administrators in the Autotask menu
under Admin > Finance, Accounting & Invoicing. They allow you to use different currencies for customer invoicing while setting your own internal currency.
NOTE The Currency entity should not be confused with the currency local term list of available currencies. The local term option is not available when the Multi-currency module is enabled.
Entity details
You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.
| Entity Name: | Currency |
| Can Create: | |
| Can Update: |
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| Can Query: |
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| Can Delete: | |
| Can Have UDFs: |
Conditions and requirements
General
- Multi-Currency must be enabled to query this entity or any of the ProductList entities.
- Only one currency can be selected as the internal currency. When a second currency is saved as Active on the user's system, the current internal currency will be permanently locked as the internal currency.
Special field attributes
| Field | Conditions and Requirements |
|---|---|
| ExchangeRate |
Currency.ExchangeRate allows only positive non-zero numbers up to five decimal places and six places to the left of the decimal. Trailing zeroes will not be shown in the UI. If a negative number or 0 is entered, an error message displays in that curency's row in the UI. When working with the API, all fields are read-only except for Currency.ExchangeRate and Currency.LastModifiedDateTime. Currency.ExchangeRate for the currency set as Internal is set to 1 and cannot be updated. |
| LastModifiedDateTime | When working with the API, all fields are read-only except for Currency.ExchangeRate and Currency.LastModifiedDateTime. |
Field definitions
About this table
The following table describes the standard Autotask field objects for this entity.
- To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call The getFieldInfo() SOAP API call.
- For information on entity UDFs, use getUDFInfo().
- For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
- LT indicates Local Term.
For more information about fields marked as picklists, review our Understanding picklists article.
| Field Name | Label | Datatype | Read Only | Is Required | Reference Name | Picklist |
|---|---|---|---|---|---|---|
| Active | Active | boolean |
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| CurrencyNegativeFormat | Currency Negative Format | string (10) |
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| CurrencyPositiveFormat | Currency Positive Format | string (10) |
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| Description | Currency Description | string (100) |
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| DisplaySymbol | Display Symbol | integer |
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| ExchangeRate | Exchange Rate | decimal |
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| id | Currency ID | Int64 |
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| IsInternalCurrency | Is Internal Currency | boolean |
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| LastModifiedDateTime | Last Modified Time | datetime | ||||
| Name | Currency Name | string (3) |
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| UpdateResourceId | Update Resource Id | integer |
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Resource |
