Revenue Cloud – Setting Up Multi-Currency
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Revenue Cloud – Setting Up Multi-Currency

Once multi-currency is enabled in your org, you need to configure Revenue Cloud to ensure correct pricing on quotes and product additions. Follow these steps

Once multi-currency is enabled in your org, you need to configure Revenue Cloud to ensure correct pricing on quotes and product additions. Follow these steps:


1. Open the Lookup Table

  • From the App Launcher, search and open “Lookup Tables”
  • Find and open the “Price Book Entries V2” record


2. Deactivate the Lookup Table

  • Click the Deactivate button at the top-right
  • If you see an error mentioning expression set versions, follow these steps:

  1. From App Launcher, search and open “Pricing Procedures”
  2. Open each record listed in the error matching the API name.
  3. Scroll to “Pricing Procedure Versions”
  4. Open the active version and click Deactivate
  5. Repeat for all versions referenced in the error


3. Edit the Lookup Table

  • Go back to “Price Book Entries V2”
  • Open the Details tab
  • Click Edit to launch the Decision Table Wizard


4. Add Currency Condition

  • Click Save & Next until you reach Step 2 of 4
  • Click Add Condition
  • Add CurrencyISOCode
  • Click Save & Next and then Finish

5. Reactivate the Lookup Table

  • Click Activate on Price Book Entries V2


6. Update Pricing Procedures Input Variable

  • Open your default Pricing Procedure and make the changes below
  • In the first Pricing Settings node, go to Input Variables
  • Set the Currency value to SalesTransaction > CurrencyISOCode


 


  • Make the same changes to the Product Discovery Pricing Procedure as well.
  • In the first Pricing Settings node, go to Input Variables
  • Set the Currency value to PricingCurrencyCode


7. Currency Mapping in SalesTransaction Context Definition

  • Make sure the Currency Mapping is correct within the active SalesTransaction Context Definition>> QuoteEntitiesMapping



8. Reactivate Deactivated Pricing Procedures

  • Go back to each deactivated version and click Activate


9. Refresh the Decision Table

  • Refresh the “Price Book Entries V2” decision table
  • Better to Rebuild the Index as well.


Reference: Salesforce Help

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