Currency Conversion?

[KevinLaurence]

This isn't an issue, but rather a suggestion for a future enhancement.

From the Salesforce documentation:

If your organization uses multiple currencies, the currency of the master record determines the currency of the roll-up summary field. For example, if the master and detail records are in different currencies, the values in the detail record are converted into the currency of the master record before calculating the final value and displaying it in the same currency as the master record.

Could the Declarative Lookup Rollup Summary Tool do this too?

PS - Love it so far, by the way.

[aheber]

See issue #40

It is closed but I just submitted a PR to add this functionality. Hopefully it is added in a future release.

[afawcett]

Great social coding example in action! And yes for sure top of the list for the next release integrating this fine work from @aheber!

[afawcett]

@KevinLaurence Thanks for the kind comment as well btw! 👍

[afawcett]

Related comment from my blog...

Andrew, many thanks for this fantastic tool!

I have a general question regarding multiple currencies. Apologies if this is documented somewhere else and I've missed it.

We have custom objects with currencies other than the corporate currency. Both the parent and child are in the same currency, which is other than the corporate currency (e.g., the corporate currency is USD and the custom object records are created in the ILS currency). The roll up is for a currency field type.

When the roll up occurs (SUM), it seems to sum the amounts in the corporate currency, then convert it again using the exchange amount. For example:

Child record #1 currency amount: ILS 5,000 (USD 1314.06)
Child record #2 currency amount: ILS 10,000 (USD 2,628.12)
Child record #3 currency amount: ILS 15,000 (USD 3,942.18)

Parent record receiving the summed rollup: ILS 7,884,36 (USD 2,072.11)
Expected: ILS 30,000 (USD 7,884.36)

This could very well be something we've configured wrong. But thought I'd ask the general currency question.

Thanks again Andrew!

[afawcett]

More information on this can be found here and the updated LREngine library can be found here.

Next step is to update the LREngine in the tool and do some testing against the use cases in this issue and the one above. Also had some input from other sources.

[afawcett]

Fixed in v1.12

[afawcett]

Special thanks to Anthony Heber for submitting the enhancement to LREngine to fix this. The result of the child aggregation is converted to the parent record currency if the child field being aggregated is a Currency type and the org is using Multi-Currency. Note currently dated exchanged rates (available through Advanced Mulit-Currency) are currently not supported.