Using a deviating currency for a cost settlement
In System settings you can specify the standard currency you want to use in all money fields in Planon. Planon also supports the use of a currency that deviates from the standard system currency. You can link a currency other than the default currency to a cost settlement. All related money fields within this cost settlement will be then be calculated and displayed in this deviating currency. Example: If your organization has properties in Europe and the US, you can register and run a cost settlement per property, in the currency of the country where the property is located. Within one cost settlement, all financial data should be in the same currency.
 | When using the currency feature, the related contract lines and rentable units cannot be linked to orders and budgets. |
Procedure
1. Make sure that the currency you want to use is registered in .
2. Make sure that the Contract currency field is populated for the related lease / service contract line(s). See Using deviating currencies.
3. Go to the Currency field on the Cost settlement and select the currency you want to use. For more information on defining a cost settlement, see Adding a cost settlement.
4. Go to the Currency field of the linked Cost settlement profile and select the currency you want to use. For more information on defining a cost settlement profile, see Defining a cost settlement profile and cost settlement profile lines.
| | The cost settlement and the cost settlement profile(s) linked to it must have the same currency. |
5. Click Save.
You can now proceed to run the cost settlement.