Overview
Navigate to TMS Admin, Configuration to configure the settings for ether Single or Multi-Currency organizations.
Single-Currency Settings
Current Exchange Rate to USD.
The current exchange rate to convert an org’s currency into USD.
Currency x Value = USD
Border Connect requires insurance coverage for Hazardous Materials Loads be provided in USD. For single currency orgs, this exchange rate is used to calculate the native currency to USD.
Multi-Currency Settings
Default Load Currency
The currency code to use for new load records.
Use Dated Exchange Rates
Check if the instance is set for multi-currency is using Dated Exchange Rates for conversion of load-level currency rollup fields.
Troubleshooting
Enabling Dated Exchange Rates but NOT Advanced Currency Management can cause issues in the Freight Quote Assistant. The TMS looks for Dated Exchange Rates but they are not activated with Advanced Currency Management. These two settings must be used together. In the following example, accessorials do not show up in the Pricing Summary section of the customer quote. Accessorials are added and saved and the line is momentarily populated in the Pricing Summary, but then is removed.
From Setup, search for and select Manage Currencies. Advanced Currency Management was not enabled. Enable it.
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From TMS Admin, Configuration confirm that Use Dated Exchange Rates is enabled (checked). The Freight Quote Assistant was looking for the Dated Exchange Rate, but it was not activated in Setup.
When the currency settings are configured properly, the accessorial charges are present in the Pricing Summary section of the customer quote.
