Symptom
How to deactivate currency within LMS SuccessFactors
Environment
SuccessFactors Learning Management System (LMS) - All Supported Versions
Reproducing the Issue
1. Navigate to References > Commerce > Currencies >
2. Click Currencies
3. If currency is associated with some costs an error meassge will appear as:
Cause
When you deactivate a currency after implementation time, chances are that you have associated the currency to some costs and some entities in the system
Resolution
If you have been using a currency in your instance and you want to remove it from circulation, be aware of the rules that apply when you deactivate it.
An active currency shows Yes in the Active column of the list of currencies. The list of currencies is available in
- References Next navigation step
- Commerce
- Currencies
To deactivate a currency, clear its Active checkbox.
When you deactivate a currency after implementation time, chances are that you have associated the currency to some costs and some entities in the system. To remove the currency, you need to remove the associations. Some associations are enforced and some are not. Enforced associations require you to go into each record and remove any references to the currency. Unenforced associations are ignored by the system.
Currency Associations that are Ignored
If you have associated the currency with any of the costs listed below, you are required to manually disassociate the currency for the costs prior to deactivating the currency. Go into each record and remove any references to the currency in their costs:
- item pricing
- scheduled offering pricing
- item-catalog pricing
- materials pricing
- materials costs
- instructor costs
- facility costs
- master inventory records
- Item type costs
- item costs
- shopping cart records
- user records (preferences)
- locale records
- site records
- cost name records
- custom resources costs
- equipment costs
- location costs
- Scheduled offering costs
- Plan activity records (with plan status = "Draft", Inactive/Approved" or the latest version of the plan with the status "Active/Approved")
However, you can deactivate a currency used in association with any of the following records:
- learning event records
- refund records
- cancellation policy records
- order records
- Training approval process records
- Plan activity records (with plan status = "Superceded", "Expired" or an earlier version of the plan with the status "Active/Approved")
Keywords
Rules to deactivate currencies in SuccessFactors; inactive currency; currency; deactivate currencies; , KBA , LOD-SF-LMS-COR , LMS Core - Items, Catalog, Curricula , LOD-SF-LMS , Learning Management System , How To