Currency Guidelines

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Contents

Note: Unless otherwise noted, all content and examples refer to US English in currency displays. All currency acronyms, abbreviations, and so on are consistent with International Organization for Standardization (ISO) standards.

 
Overview
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These currency standards describe how and where currency information appears within pages, headers, and tables.
You indicate currency in various ways depending on the number of places on a page that display currency and whether more than one currency is used.

General Guidelines

Follow these currency guidelines:

  • Use currency codes only from ISO 1472.
    Do not use any commonly accepted codes not listed in the ISO.
  • Do not use letters, such as K and M, to indicate scaling.
 
Single Currency (Read-Only)
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Single Field and Multiple Field Usage in Forms

Follow these guidelines for single field and multiple field usage:

  • Display: If one to three fields* display currency amounts, append the currency code to each field.
  • Alignment: If only one label and data pair uses currency in a column, left-align the amount so that it is inline with the other data points.

* This number is at the designer’s discretion. One to three fields is an approximate range.

Here's an example of a s ingle currency with one label and data pair:

Figure 1. Single currency with one label and data pair
  • Display: If more than three fields (or objects) within a section (excluding any that may appear because of dependencies between fields or objects) use a single currency, and note this usage in the scaling element of the page header region.
  • Alignment: If two or more amounts appear in a single column and are compared with one another, right-align the amounts for easy scanability and comparison.

Here's an example of using a single currency for more than three fields:

Figure 2. Single currency with multiple label and data pairs

Single and Multiple Column Usage in Tables

If all values in a column use the same currency, append the currency code to the column header. For example, add Amount (USD) to the column header. In some cases, add may need to add a column grouping to indicate the currency used.

Here's an example of the currency code displayed in a column heading:

Figure 3. Table with a single currency used in one column

Here's an example of a table with a single currency used in multiple columns:

Figure 4. Table with a single currency used in multiple columns

Here's an example of a single currency indicated in the column group heading:

Figure 5. Table with a single currency used in multiple columns (currency indicated in the column group heading)
 
Multiple Currencies (Read-Only)
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Multiple Currency Usage in Forms

When you use multiple currencies within a page, append abbreviations to each field:

Figure 6. Multiple currencies (read-only) used in a form layout

Multiple Currency Usage in Tables

If you use different currency values in a column, append the currency abbreviation to each value.

Sorting on a table with multiple currencies arranges the objects in the column according to absolute value by default. Sorting is not weighted by conversion. For example, if the amounts in the column are 10.00 USD, 5.60 GBP, and 30.00 EUR, the sorted order is 30.00 EUR, 10.00 USD, and 5.60 GBP, even though the actual values may not correspond to the numerical order.

If you need additional grouping, for example by currency, the designer can use a choice list filter as described in the Toolbar Filters design pattern.

For data manipulation outside of the Application Development Framework (ADF), users can export data to Excel, which can parse the amount and currency code into two columns. If users copy and paste the table, the data is not parsed, but rather copied directly as one alphanumerical value.

Note: In many use cases, you can put the amount and currency in one consolidated column to reduce visual clutter and save space. However, if you think users want to frequently sort or filter on the amount or currency, then use two columns, placing the amount in one and the currency in another. In the consolidated design, use query by example (or other filtering) on the amount, not the currency.

Here's an example of a table with multiple currencies:
Figure 7. Table with multiple currencies (read-only)

 
Editable Currency
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Editable Currency Usage in Forms

In a form layout where users can edit currency, place a choice list to the immediate left of the label and data pair that users are acting on. If users select a single currency for all of the amounts to be entered, make the choice list the first label and data pair in the set and use the field label Currency.

Here's an example of a form in which users can edit currency:
Figure 8. Form with one choice affecting all label and data pairs (amount and currency are both editable)
Here's an example of a form with editable amount fields and read-only currency:
Figure 9. Form with editable amount fields and read-only currency
Here's an example of a form with both editable amount and currency fields:
Figure 10. Page with both editable amount and currency fields
Here's an alternative layout for a form with both editable amount and currency fields:
Figure 11. Form with both editable amount and currency fields (alternative layout)

Editable Currency Usage in Tables

If users must edit currency within a table, place the currency in a separate column adjacent to the Amount column.

Note:
You can rearrange columns, but the Currency column must remain adjacent to the Amount, Cost, or related column.

Here's an example of a table with editable currency:
Figure 12. Table with editable currency

 
Page-Level Currency Usage and Definition
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Generally, you do not need to include definitions for currency codes on the page. Currency definitions are available in the glossary of the Oracle Fusion Help Portal. Users can find these definitions by selecting the Oracle Fusion Applications Help item from the Help menu in the global area and querying the currency code in the glossary.

Display the currency definition in the scaling header element of the page header region when all of the following conditions are met:

  • A single currency is used.
  • Monetary amounts occur frequently throughout the page.
  • You need to reduce visual clutter on the page, and the three-letter currency code does not appear with each monetary amount on the page.


  • For more information, see the Icon and Term Definition and Page Header Region guidelines.

 
Additional Display Formats
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Currency Symbol Usage

Do not use currency symbols such as $. You should use only approved currency codes (such as USD, EUR, and so on) on the page.

 
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