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Thijs Faber Apex trigger - unintended currency modulation
Hi all,
So my first trigger seemed to work in my sandbox. In my organisation we have multiple currencies:
1. EUR for group reporting (corporate currency)
2. ZAR at our first local entity (more foreign entities will added later).
When I used the trigger (see below) it rolls up the amounts but converts the ZAR amount into the EUR amount unintended (but does use the AR prefix). Simply multiplying by the conversion rate wuld lead to differences due to rounding. Is there an elegant solution for this?
Thanks in advance!
Kind regards,
Thijs
So my first trigger seemed to work in my sandbox. In my organisation we have multiple currencies:
1. EUR for group reporting (corporate currency)
2. ZAR at our first local entity (more foreign entities will added later).
When I used the trigger (see below) it rolls up the amounts but converts the ZAR amount into the EUR amount unintended (but does use the AR prefix). Simply multiplying by the conversion rate wuld lead to differences due to rounding. Is there an elegant solution for this?
Thanks in advance!
trigger TotalAmountTrigger on Account (after insert, after update, after delete, after undelete)
{
Set<Id> accountIds = new Set<Id>();
for(Account c: Trigger.isDelete? Trigger.old : Trigger.new){
if(c.GroupName__c != null)
{
accountIds.add(c.GroupName__c );
}
}
List<CustomerGroups__c> accList = new List<CustomerGroups__c>();
for(AggregateResult currentAggResult:[SELECT GroupName__c accId, SUM(Customer_Loan_Amount__c ) sumAmt FROM Account WHERE GroupName__c in:accountIds GROUP BY GroupName__c ])
{
CustomerGroups__c acc = new CustomerGroups__c();
acc.Id = (Id)currentAggResult.get('accId');
acc.Customer_Group_OLB__c = (decimal)currentAggResult.get('sumAmt');
accList.add(acc);
accountIds.remove((Id)currentAggResult.get('accId'));
}
for(Id currAccId : accountIds)
{
CustomerGroups__c acc = new CustomerGroups__c();
acc.Id = currAccId;
acc.Customer_Group_OLB__c = null;
accList.add(acc);
}
update accList;
}
Kind regards,
Thijs
When we use the Aggregate function with SUM it will automatically convert the Amounts to Corporate Currency - or organization default currency.
Reference Link: https://developer.salesforce.com/forums/?id=906F00000008omIIAQ
If it doesn't work in the Report you can easily convert the currencies in Amount field.
Hope this will helps to you!!!
If it helps choose this as a best answer!!!
Thanks,
Raj
All Answers
When we use the Aggregate function with SUM it will automatically convert the Amounts to Corporate Currency - or organization default currency.
Reference Link: https://developer.salesforce.com/forums/?id=906F00000008omIIAQ
If it doesn't work in the Report you can easily convert the currencies in Amount field.
Hope this will helps to you!!!
If it helps choose this as a best answer!!!
Thanks,
Raj