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Set Currency and Loyalty Codes
Learn how to set currency and loyalty code picklist values for Salesforce Industries CME package.
Two additional fields are included in price lists, Currency Code and Loyalty Code. By default, Currency Code is USD (US dollars) and Loyalty Code is PTS (points). You can modify these values as a part of the Salesforce global value sets. By default, for existing pricing lists, both the Currency Code and Loyalty Code aren't selected. However, the standalone pricing element requires the Currency Code and Loyalty Code. You must select the Currency Code and Loyalty Code to save any new and update all existing standalone pricing elements.
If you do not set a currency code for each price list, your standalone pricing elements will not have a currency code. This makes the pricing elements invalid. Products associated with invalid pricing elements are not displayed in the cart.
After you set the pricing and loyalty codes, you run the EPCPEUpdateCurrencyCode class, which sets the currency code for each standalone pricing element in the system.
You must perform these steps even if you are not using loyalty pricing.
To set the currency and loyalty codes:
- If you have not already done so, run the Install Default Vlocity Objects and Layouts batch job, located on the Vlocity CMT Administration tab, in the EPC batch jobs section. For more information, see Running Vlocity EPC Jobs for an Upgrade.
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(Optional) Edit the Currency Code and Loyalty
Code global value sets.
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From Setup, in the Quick Find box, enter Picklist.
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Click Picklist Value Sets.
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Click Currency Code.
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In the Values related list, click New.
The Add Picklist Values Currency Code page opens.
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Enter the currency codes.
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Click Save.
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Click Back to List.
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Click Loyalty Code.
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In the Values related list, click New.
The Add Picklist Values Loyalty Code page opens.
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Enter the loyalty codes.
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Click Save.
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For each active price list, select a Currency Code value and a
Loyalty Code
value.
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In the Vlocity Product Console, next to Price List, click Search.
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Leave the Search Price List box blank and click Search.
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In the Currency Code list, select the appropriate currency code.
NoteAlthough this is multiselect picklist, Vlocity supports only one currency code per price list. Select only one option.
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In the Loyalty Code list, select the appropriate loyalty code.
NoteAlthough this is multiselect picklist, Vlocity supports only one loyalty code per price list. Select only one option.
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Click Save.
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Repeat steps c through f for each active price list.
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