Globalization Management
Introduction
Risk Assess allows administrators to set the default culture and the default currency on a tenant. When a default culture is selected, all newly created users and suppliers are set to the culture of their tenant. Similarly, when a default currency is selected, all newly created UDFs, standard fields, and the Money and Currency component are set to their tenant's default currency. In addition, administrators may now set a default value and currency in individual fields on a Money and Currency component.
These globalization updates allow Risk Assess administrators to more easily manage users, suppliers, and various fields related to currencies.
How it works
Set default culture
Default Culture is a new field that defines the language of a tenant. To view the Default Culture field, go to Admin > Company Information And Settings > Company Information And Settings. The Default Culture field is directly under the Name field. The default selection on this field is English.
To select a new culture, click the Edit button in the upper right corner and select a culture from the dropdown menu.
When a user or supplier is created (manually or otherwise), the Culture field is automatically set to their tenant's Default Culture. The Culture field for users or suppliers may be still edited from the default selection.
The default culture setting only affects newly created users and suppliers. This feature does not affect the culture of existing users and suppliers.
Set default currency
Default Currency is a new field that defines the currency of a tenant. To view the Default Currency field, go to Admin > Company Information And Settings > Company Information And Settings. The Default Culture field is directly under the Default Culture field. The default selection on this field is USD.
To select a new currency, click the Edit button in the upper right corner and select a currency from the dropdown menu.
When a supplier record is created (manually or otherwise), the Currency field is automatically set to their tenant's Default Currency. The Currency field for suppliers may be still edited from the default selection.
The default currency field affects newly created UDFs, standard fields, and the Money and Currency component. Existing suppliers and programs are not affected.
Set default value
Users can set the default value and/or currency of a field with the component type set to Money and Currency.
Go to Admin > Configuration Data Management > Data Dictionary Management - Fields and create or select a field with Component Type > Money and Currency. In the Default Value field, users can use the following syntax to set a default value and/or currency.
| Use Case | Syntax | Example (USD is the default currency) |
|---|---|---|
| Set default value | 1000 | 1,000 USD |
| Set default currency | NZD | (blank value) NZD |
| Set default value and currency | 1000@NZD | 1,000 NZD |
This syntax does not work in programs because the Default Value field is not supported.