Choosing Preferred Currency and Unit of Measure

The data for some fields shown in MatrixOne applications is based on a particular currency or unit of measure, such as unit price and weight. The system displays this data based on the currency/unit of measure used by the person who enters the data. While viewing a page that has these kinds of fields and that has a tool on the page toolbar, you can open a new window and see the field values converted to a different currency or unit of measure (for example, change from English units to Metric or vice versa).

This procedure describes how to choose the currency and unit of measure that you want when you click the tool on a page.

Exchange rates must be defined in order to convert currency data. For details, see "Maintaining Currency Exchange Rates" in the Common Components Help. For instructions on setting up unit of measure conversions, see the Application Exchange Framework Guide.

To choose your preferred currency and/or unit of measure

1. Click Tools>Preferences from the global toolbar.
2. From the General category of the Preferences page, click Conversions.

The Preferences window lists the currencies and units of measure set up for your system.

3. Choose the Currency and/or Unit of Measure you want to convert data to.

If you choose As Entered for the currency or unit of measure, you will see no change when you try to convert the data on a page.

4. Click Apply or Done to save your selection. Clicking Apply leaves the Preferences popup open so you can set other preferences. Clicking Done closes it.

When you click the tool on a page, the page opens in a new window with the currency and unit of measure information converted to the formats you selected.