Symptom
How to restrict the usage of multiple currencies in the Opportunity item level?
*Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.*
The issue arises when creating an opportunity with a specific currency maintained in the header, and the user is allowed to choose a different currency for the item.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Navigate to the Sales work center.
- Proceed to the Opportunities work center view.
- Search and open any Opportunity.
- Navigate to the Product Facet.
- Add a Product.
- In the product, there is a column named as "Price"
- This price column is a Field to enter price with Currency.
- Price field consists of two values.
- First Value is to enter Numeric towards price, For example 100
- Second value is for currency. This value is a drop down where user can select the currency.
- For second value, User can change the currency from the dropdown field.
How to restrict the currency value as in step 8 and step 9 above, so that user cannot change the Currency?
Cause
In opportunity's product in product facet under product table Price column is seen.
In adaptation mode, for the Price, there are two values visible in Adaptation mode. :-
- First value is for the numeric value.
- Second values is for currency and shows the Code list. This is is not marked as read-only, which allows user to select the currency from the dropdown in Price.
Resolution
Use Adaptation mode to mark the Second values(as in step 8 and step 9 above) is for currency which shows the Code list as "Read only". This prevent users to change the currency from the dropdown in Price.
- Navigate to Adaptation mode.
- Open the Opportunity.
- Go to Product facet.
- Click the pencil icon in the Product table.
- Navigate to adaptation window.
- Expand Price.
- Two values in the Price lines are seen.
- Find the value which shows the Code list.
- Mark this value field for price as "Read Only", as shown in image below.
- This action restricts the change of currency in the price of the product in the Product section on the Product facet of the opportunity.
See Also
Keywords
SAP Cloud for Customer core applications, Opportunity Management, multiple currencies, restrict currency, Opportunity Item level, Adaptation mode, Read Only, currency dropdown. , KBA , LOD-CRM-OPP , Opportunity Management , Problem