Plan Level Currency

When OIPA reads a money field it will check to see if a currency code has been assigned.  OIPA first checks the plan level.  Plan level currency codes can be set when you create a new plan.  You can also update currency codes assigned to a plan.

 

When you create a new plan, select a currency from the currency code drop down box.  This will associate the currency with all policies under that plan.

 

 Plan level currency

 

From the Main Explorer, you can also right-click on a plan and select Edit Plan.  When the plan information opens in the Configuration Area, you can change the currency code and save the update.

 

Edit Plan from Main Explorer