Money and (Base) Fields in Dynamics CRM

Today while creating fields for a custom entity in CRM 365, I found that every time I create a Money field, there’s another one that is created automatically with the same logical name but ending with “_base”.

Why this happens?

The reason of why this field is created is because, if an entity has a Money field, each record of this type will have their own currency so you can manage the money amounts as better works for you. Regardless of the currency that you set on each of those records, CRM has a base currency that is selected when creating the organization, this is also known as “CRM Base Currency”. “Base” fields will always reflect the amount that was set in the not “Base” field but doing the actual transaction to CRM Base Currency.

Example:

If the CRM Base currency is USD and the record currency is EUR, the “Base” field will take the amount set in the money field of the record(EUR) and then do the actual transaction from EUR to USD, so you have the totals on both EUR(Not Base) and USD(Base).

Important

Base fields are always read only so you can’t do any update on the total amount set there, this is why is very important to know how they are populated.

Hope it helps.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s