{"id":9490,"date":"2015-01-15T05:13:17","date_gmt":"2015-01-15T05:13:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9490"},"modified":"2015-01-15T05:13:17","modified_gmt":"2015-01-15T05:13:17","slug":"pipeline-failure-with-regional-currency-configurations","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/15\/pipeline-failure-with-regional-currency-configurations\/","title":{"rendered":"Pipeline failure with regional currency configurations"},"content":{"rendered":"

With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time.
\nNew Stuff:<\/strong> <\/em><\/span>Some facts about Metadata Refresh<\/a>
\nOnce my presale guy was preparing demo system for one of our prospects in India. \u00a0Usually for our demos in India we use the regional settings as much as possible, however sadly Sage CRM installs demo data only with dollar as base currency. Then developers end up editing the configurations and one such edit led to below error on Opportunity pipeline.
\n\"1\"<\/a>
\nWell, digging up further we came to know this error occurs because the forecasts of the demo opportunities are saved in dollar currency, however while setting up the system we had set base currency as INR (Indian Rupees). Usually after doing this you have to add proper conversion to base currency in the configurations. My developer had set this value to zero.
\nWell next step is to go to Administration<\/strong>\u00a0||\u00a0Data<\/strong> Management<\/strong>\u00a0 ||\u00a0Currency <\/strong>and add the conversion as shown below.
\n\"2\"<\/a>
\nThis will fix the \u201cPipeline Failed<\/strong>\u201d error with demo data shown above.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Case entity pipeline Sage CRM 2014 R2<\/a>
\n2) Modify Pipeline Legend Order in Sage CRM<\/a>
\n3) Floating pipeline to track Opportunity lifeline on Summary Screen<\/a>
\n4) Preparing your first level CRM Demo? Have a Look!<\/a>
\n5) User specific data on Interactive dashboards<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,83,90,287,332,1],"tags":[740,834,847,1129,1775],"class_list":["post-9490","post","type-post","status-publish","format-standard","hentry","category-configuration","category-crm72","category-currency","category-pipeline-sage-crm","category-sage-crm","category-uncategorized","tag-configuration","tag-crm72","tag-currency","tag-failure","tag-pipeline"],"yoast_head":"\nPipeline failure with regional currency configurations - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/15\/pipeline-failure-with-regional-currency-configurations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pipeline failure with regional currency configurations - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. 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