Supporting Currencies

Overview

Enate has introduced a new data type to help you better deal with currencies as part of your process, to ensure that you're always working with the correct currency in your Tickets, Cases & Actions.

Watch the following video to find out more:

Setting up Currency Fields

To set this up, you can create a custom data field of type 'Currency' in the same manner as you can other types of custom data field by going to the Custom Data Fields section in Builder, clicking to add a new custom data field and the selecting 'Currency' from the 'Type' dropdown.

Note that when you select currency from the data type drop down, in addition to being able to set a default value, you also need to set a default currency.

Currency-type custom data fields work in the same way as other types of custom data field when it comes to adding them to Custom Cards.

Setting a Default Currency at Contract Level

You can also set a default currency at Contract level. This is done by accessing a Contract's settings from the Service Matrix screen - from the matrix screen click to edit the desired row and then select Contract. Scroll down and select which currency you would like to set as the default from the relevant dropdown.

This value will then be applied as the default currency for any currency data fields on Custom Cards for Tickets, Cases and Actions running under that contract.

Note that this will just set the default currency value, but this can be changed as needed by Work Manager users (assuming the field isn't set to read-only).

See here for more information about using custom data in Enate:

Creating Custom Data FieldsEnate Help