Currency With Events
Money and Currency data types are now supported in transaction events in the ScreenMath and Action sections. Screen Math performs arithmetic and comparison operations on currency values and Actions compares currency values to make sure that currency types match.
Scenario
A CSR processes a transaction that compares two currency values and validates that the currency types are the same.
Configuration Requirements
The following prototype samples are used to demonstrate this functionality.
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The CurrencyWithEventsPrototype transaction uses Screen Math to perform arithmetic and comparison operations on currency values. The Actions section compares currency values makes sure the currency types are the same. Navigate through the following folders in the Global Explorer to find the transaction: Transactions | CurrencyWithEventsPrototype.
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The Math section performs the following:
- Comparison of math variables in the Math section
- Addition of like currency codes
- Multiplication of like currency codes
- The Actions section performs the following:
- Comparison of money to money fields using less than expression
Comparison of currency math variables
Assign currency code of math variable to field
Assign value from one money field to another money field with like currency code
Assign value Currency <ScreenMath > MathVariable
Assign a math variable with a different currency code to a money field that allows that currency code
- Tested for IsEmpty
Currency Prototype in Global Explorer
View Configuration in OIPA
To view the prototype example in OIPA:
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Login and select the Prototype Company and Functional Prototype plan.
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Create a new policy and add roles, and at least one segment.
- Click the Activities link to open the Activity screen.
- Click Add Activity on the Secondary menu and select the Currency With Events Prototype activity.
- Enter an amount in each field.
- Click OK to add the activity to the Activity screen.
- Click the lightening bolt icon to process the activity.
- Click the Activity Detail icon to the left of the processed activity. This opens the activity details.
- Review the Math tab.