3610401 - How to Default Currency in Sales Quotes using Determinations

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

You would like the Currency field in a Sales Quote to be automatically set to a specific value upon creation. Currently, when creating a new Sales Quote, the Currency field appears empty.

• SAP Sales Cloud Version 2
• SAP Sales and Service Cloud Version 2

1. Open the Navigation Menu.
2. Select Sales Quote view.
3. Click on Create New Sales Quote.
4. Observe that the Currency field is not pre-filled.

There is no standard configuration available to default the currency field in Sales Quotes.

You can achieve this requirement by using Custom Logic (Determinations).

1. Go to User Menu > Settings > All Settings.
2. Open Extensibility Administration.
3. Open the Sales Quote service and select sales Quote.
4. Click on Determinations.
5. Create a new Determination using the forms option.
6. Use the Condition and Assignment options to define the logic.

Refer to the image below for an example of how to configure the determination.

Sales Quote, Currency, Default, Determination, Sales Cloud Version 2, CNS , KBA , CEC-CRM-CQP , Sales Quote for SAP Sales/Service Cloud , How To