Show Original Currency Value in Sage CRM Reports

By | February 13, 2018

Sales Module of Sage CRM comprises of various different entities such as Opportunity, Quotes, Orders, and Forecast etc. One of the major element of these entities is the Currency value. Since every country has its own Base Currency, Business or Sales done in these different territories must have to be dealt with its respective currency as well. But how will these data appear in Sales Reports?

In this blog, we will explain a feature of SAGE CRM 2018 R1 Reports in which we can display Original Currency with Numeric value.

New Stuff: Diagnose System Health in Sage CRM 2017 R2 – Part 1

Currency is the medium of exchange. It can be Indian Rupee (INR), Euro (EUR), United States Dollar (USD), Russian Ruble (RUB), Singapore Dollar (SGD), etc. To identify the origin of Business through Reports data we can use the “Show Original Currency Value” feature in reports. Refer below screenshot.

While making a report, check the checkbox as shown above. Then run the report, you will see the forecast value with the base currency as shown in below screenshot.

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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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