Use this screen to maintain information about your functional currency and other numeric settings. Only one functional currency can be in effect at any given time. Since values entered into Costpoint remain constant, we highly recommend not changing the functional currency after initialization. However, you can change the currency features (informal names, placement of currency symbol, etc.) of your selected functional currency without affecting the representation of your financial statements.
You can run any screen in Costpoint without adjusting the Windows settings to match the Maintain Currencies screen. However, in order to print uniform reports, we recommend that the screen values of the Maintain Currencies screen match the computer settings of Windows 95, Windows 98, or Windows 2000. The settings on the Maintain Currencies screen are similar to the control screens in Windows.
Windows 95 and Windows 98 settings are accessed via the following screens: Settings/Control Panel/Regional (Regional Options for Windows 2000).
Fill out this screen during the initial Costpoint installation. When you change the settings for functional currency, Costpoint will format numeric information based on the new settings. The settings will not take effect until the user performing the changes has logged out and then logged back in to Costpoint.
This non-editable alphabetical field displays the three-letter currency code set by the International Standards Organization. Use Lookup to choose from the available list of currencies. Changes to this code automatically change the display of the currency default format fields in this screen.
This field displays a detailed description of the ISO code (e.g., USD is U.S. Dollar). Although you can edit this field, you will probably want to accept the default supplied by the system for the selected currency ISO code or make sure the formal name, singular formal name, and plural formal name are all derived from the same basic currency name.
This field displays the name of one unit of the chosen currency (e.g., "Dollar"). Although you can edit this field, you will probably want to accept the default supplied by the system for the selected currency ISO code or make sure the formal name, singular formal name, and plural formal name are all derived from the same basic currency name.
This field displays the name of more than one unit of the chosen currency (e.g., "Dollars"). Although you can edit this field, you will probably want to accept the default supplied by the system for the selected currency ISO code or make sure the formal name, singular formal name, and plural formal name are all derived from the same basic currency name.
Use the fields in this group box to edit the settings for the currency type that you have selected, if necessary. After you change any field in this group, the sample currency will be reformatted using the new settings.
This symbol identifies your chosen currency (e.g., "$"). In most currencies, the system will automatically populate this field with data corresponding to the selected currency code. Some systems will not automatically generate a Japanese yen symbol (¥) or a British pound symbol (£). To obtain a yen symbol, hold down the Alt key while entering "157" on your keyboard's numeric keypad. To obtain a pound symbol, hold down the Alt key while entering "156" on your keyboard's numeric keypad.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Currency/Currency symbol.
The placement of the currency symbol is chosen here. Select the desired numeric sample that shows how the currency symbol will appear for a positive currency amount.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Currency/Position of currency.
The placement of the currency symbol for negative figures, the minus sign or brackets, is chosen here. Select the desired numeric sample that shows how the currency symbol will display for a negative currency amount.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Currency/Negative number format.
The value in this field identifies the number of digits that will display to the right of the whole currency units (e.g., US dollars should display "2," which represents the number of digits that appear to the right of the decimal point). Numbers with at least two decimal digits will round to two decimal places.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Currency/No of digits after the decimal.
Use this group box to determine the settings for dates that appear in numeric format. If you change any field in this group box, the sample date will be reformatted using the new settings.
Use these radio buttons identify your choice of order for day, month, and year when entering dates in a numeric format.
A month, day, year format will produce a date that appears as MM/DD/YYYY. This radio button is the default.
A day, month, year format will produce a date that appears as DD/MM/YYYY.
A year, month, day format will produce a date that appears as YYYY/MM/DD.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Date/Short date.
Select your choice of symbol to use when separating numbers that appear in the date format. Options are "/ (slash)," "- (dash)," ". (period)," ", (comma)," ": (colon)," and "\ (backslash)."
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Date/Date separator.
Use the fields in this group box to edit the settings for the symbols used to separate currency units. If you change any field in this group box, the sample number will be reformatted using the new settings.
This symbol is used to separate thousands of currency units from hundreds of currency units.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Currency/Digit grouping symbol. (Note to Windows 95 users: also choose 3 from the following screen: Settings/Control Panel/Regional Settings/Currency/Number of digits in group.)
This symbol is used to separate decimal currency units (1/10th) from whole units. Immediately to the right of this box is a numeric example of how the 1000 separator and decimal separator will display.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Currency/Decimal symbol.
Use this group box to determine the settings for the time format as it will display in Costpoint. If you change any field in this group, the sample time field will be reformatted using the current system time.
Select either 12-hour or 24-hour format from these radio buttons. The 12-Hour radio button is the default setting.
When you use the 12-hour format, you must also designate an AM Symbol and a PM Symbol.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Time/Time Style.
When using the 24-hour format, an AM or PM Symbol is not required (example: 1:00 PM in 24-hour format will display as 13:00). The system will display a message to warn you that a change in settings from 12- to 24-hour will delete the current AM and PM symbols. If you reset the screen from 24- to 12-hour, you will need to re-enter the AM and PM symbols in those fields.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Time/Time style. (Note to Windows 95 users: "H" stands for hour in a 24-Hour format, "h" stands for hour in a 12-Hour format.)
Enter the AM indicator if you choose a 12-Hour format.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Time/Time style. (Note to Windows 95 users: "tt" stands for AM or PM in a time format; absence of "tt" will result in no AM or PM displayed.)
Enter the PM indicator if you choose a 12-Hour format.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Time/Time style. (Note to Windows 95 users: "tt" stands for AM or PM in a time format, absence of "tt" will result in no AM or PM shown.)
Highlight your choice of symbol to use when separating hours from minutes and minutes from seconds in the time format. Options are "/ (slash)," "- (dash)," ". (period)," ", (comma)," ": (colon)," and "\ (backslash)." Immediately to the right of this box is an example of how the selected time separator and AM or PM identifier will display.
Change this in Windows 95 and Windows 98 via the following screens: Settings/Control Panel/Regional Settings (Regional Options for Windows 2000)/Time/Time style.
Changes to this screen update the S_CURRENCY table.