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Exchanges
Exchanges are reference records for financial markets, central banks, or other exchange institutions. They support modules that need a standard institution reference for rates, instruments, market data, or reporting.
Screenshot: Exchanges list view
Fields
| Field | Meaning |
|---|---|
| Code | The short identifier for the exchange. |
| Name | The exchange or institution name. |
| Country | The jurisdiction where the exchange operates. |
| Currency | The primary currency associated with the exchange, where applicable. |
| Status | Indicates whether the exchange can be referenced. |
HowTo
- Open Organisation.
- Select Master Data.
- Open Exchanges where available.
- Review or create the exchange record.
- Save and activate the record before using it in dependent workflows.
Screenshot: Exchange detail view
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