Currency by User

[Lisa_Tait]

I am wondering if there is a way of defaulting a currency within an Opportunity by User. I have team members within the same Organisation (in Europe) who work in different currencies e.g, EUR and USD. The setup is for EUR but one staff member works in USD. Obviously if there is an account setup we can pull the currency from there but when a salesperson creates a prospect account, there doesn't appear to the option of adding a currency.

Is there any way to do this?

[StephanWeber]

Hello Lisa,
you didn't mention the transaction or area your users are working in. So it's difficult to give hints on your issue.
One option could be to set a parameter ID containing the currency each user is using for his / her accounting.
In most transactions there is a field containing the currency been used in the document.
In customer owned transactions or reports it could be usefull to add a field like that.

I hope this could help you.

Best regards
Stephan

[former_member81526]

Hello Lisa,

have you tried creating a workflow rule On Creation with condition Created By = *your USD user* that updates field Expected Value (or any other currency field) to 0.00 USD?

Hope this is helpful!

Ana