Prepare currencies for upgrade (form) [AX 2012]

Updated: October 19, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Prepare currencies for upgrade in the upgrade checklist to open the Prepare currencies for upgrade form.

In releases before Microsoft Dynamics AX 2012, you could set up currencies for each company. In Microsoft Dynamics AX 2012, the currencies that you set up are shared by the legal entities that are set up in the Legal entities form, so that the currencies can be used by any of those legal entities.

Use this form to select the currencies, a triangulation currency, and the exchange rates that will be shared by the legal entities.

Caution noteCaution

After the upgrade process has started, do not change the reporting currency until the upgrade process is complete.

The following tables provide descriptions for the controls in this form.

Field

Description

Currency code upgrade validation

Open the Currency code upgrade errors form, in which you can view shared currency codes and the upgrade error status of each code.

Set to ready for upgrade

Select this upgrade checklist item as ready for upgrade.

Field

Description

Partition key

Select a data partition for preprocessing.

 
NoteNote

This control is available only if you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3.

Currencies

In the Generate shared currencies field, select which currencies will be available as shared currencies:

  • For each company – All the currencies that currently are set up in each company will be available as shared currencies.

  • Specific company account – Only the currencies for the company that you select in the Company accounts field in the Currencies field group will be available as shared currencies.

If you selected Specific company account, select the company account that contains the currencies that will be shared.

Triangulation currency

Select the company account that contains the triangulation currency to upgrade. This triangulation currency will represent the euro currency.

Exchange rates

In the Generate shared exchange rates field, select which exchange rates will be available as shared exchange rates:

  • For each company – All the exchange rates that currently are set up in each company will be available as shared exchange rates.

  • Specific company account – Only the exchange rates for the company that you select in the Company accounts field in the Generate shared exchange rates field group will be available as shared exchange rates.

If you selected Specific company account, select the company account that contains the exchange rates that will be shared.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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