Replace a currency deck

Note: To replace a hierarchy currency deck requires that your user account has been granted the role 'Economics/Hierarchy Currencies - Configure’ (see Roles), as well as having 'Update' permission for the specific hierarchy.

Note: Security permissions for hierarchy currency decks can be assigned based on user accounts and/or workgroups. A user must be allowed to replace the currency deck by both the role-based access control, and the specific security permission. See Deck permissions for the hierarchy Currency deck and Price deck.

Global currency decks are created, edited and managed in the Economics Configuration workspace. See Currencies.

Global decks are assigned to hierarchies using the Replace Currency Deck function, The hierarchy takes its own independent copy of the global currency deck. This local copy can be renamed, and its contents can be edited, but note that any local changes cannot be stored if the deck is replaced again.

To replace the hierarchy local currency deck:

  1. In the Home tab on the ribbon, click the Replace Currency Deck Replace Currency Deck button button.
  2. In the Replace Hierarchy Currency Deck dialog, select the global currency deck you want to use from the drop-down menu and click OK.
  3. Replace Hierarchy Currency Deck

    A particular revision of the replacement deck can be specified using the additional Revision selector (the replacement could be a different revision of the currently-used deck). The revision that is used, if not the Latest, will be displayed in brackets after the deck name as it appears in the Hierarchy Explorer. By default, the 'Latest' revision will be used.

  4. The selected global currency deck will now be copied into the hierarchy.
  5. currency deck in hierarchy

You can Rename this local currency deck, and edit its contents. Note that any local changes cannot be stored if the deck is replaced by a new copy of a (same or different) global currency deck.

Note if your user account is not granted the role 'Economics/Hierarchy - Currencies’ the Replace Currency Deck and Rename actions will be disabled. It will be possible to open a currency deck 'Read Only' and to view the contents.

Note: The role 'Economics/Hierarchy Currencies - View ' controls user access to view the contents of local currency decks. The default setup maintains compatibility with earlier versions by granting this role to 'Everyone'.