The exchange rate workflow is a gated feature and not enabled by default. If the exchange rate workflow is not enabled, Exchange Rate records are not available.
Table of Contents
Exchange Rate Tab UI Elements
The Administration > Reference Data > Exchange Rates tab displays information about an enterprise's Exchange Rate records.
The Exchange Rates tab contains the following elements:
| Item | Description | |
|---|---|---|
| 1 | Reference Data navigation tabs | Use these tabs to access and manage different types of reference data records: |
| 2 | Filters icon | Click the Filters icon to open the filter pane and filter through the list of Exchange Rate records, |
| 3 | Search bar | Search for an Exchange Rate record by Exchange Rate Record ID. |
| 4 | Create Record button | Click to create a new Exchange Rate record. |
| 5 | Exchange Rates Grid | A list of an enterprise's Exchange Rate records. For more information, see Exchange Rates Grid Reference. |
Exchange Rates Grid Reference
The following table contains information about columns in the Exchange Rates grid:
Column Name | Description |
|---|---|
ID Exchange Rate Record ID | The OneStrata-generated identifier of the Exchange Rate record. |
| Valid From / Valid To | The date range that the Exchange Rate record is valid for. |
| Agency | The Agency associated with the Exchange Rate record, if any. If the Agency column is empty, the Exchange Rate record is an enterprise-level record that can applied to campaigns for all Agencies. |
| Business Unit | The Business Unit associated with the Exchange Rate record, if any. |
| Client Group | The Client Group associated with the Exchange Rate record, if any. |
| Client | The Client associated with the Exchange Rate record, if any. |
| Last Modified | The OneStrata user who last modified the Exchange Rate record, and when. |