---
sourceDocument: Yokohama ServiceNow AI Platform Administration
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/platform-administration

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# Add conversion rates using a custom rate table

# Add conversion rates using a custom rate table {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can create a custom rate table to ensure repeatable and consistent calculations.
In a custom rate table, you control the conversion rates and the frequency of rate
conversions. If you don't define custom rate tables, FX Currency fields use the System
Conversion Currency Rate \[fx_system_rate\] table, which updates rates daily from the ECB
(European Central Bank) website.

## Before you begin

Role required: admin, currency_admin

## About this task

A conversion rate can be quoted in different ways.

* Direct conversion rate (A -\> B) that may or not be invertible (that is, given rate R for A -\> B, the rate for B -\> A can be derived as 1/R).
* Indirect conversion rate through some intermediate currency (A -\> C and C -\> B).
{#custom-rate-table__ul_ckp_gjt_mjb}

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Click New.
3. In Label field, enter the name of the conversation rate.  
   For example, Convert-US-Euro.
4. In the Extends field, select the Currency Conversion Rate \[fx_conversion_rate\] table.
5. Complete the remaining fields to create the new extended table.  
   For more details, see [Create a table](https://www.servicenow.com/docs/tOKgsEGCrTBofaxk4~vS6w "Administrators and application developers can create custom tables to store application data. After you create a table, you can also modify field types and field labels.") for details.
6. Click Submit.
7. Navigate to the new table and fill in the fields on the form.  
   {#custom-rate-table__table_vyx_ygm_4jb__entry__2}

   | Field | Description |
   |-|-|
   | From Currency | Currency to convert the rate conversion table from. For example, USD if you are converting from US Dollars. |
   | To Currency | Currency to convert the rate conversion table to. For example, EUR if you are converting to Euros. |
   | Span start | Date/time from which this currency rate is valid, for example, January 1, 2020 00:00:00. |
   | Span end | Date/time to which this currency rate is valid, for example, January 30, 2020 23:59:59. |
   | Order | Order in which a currency conversion selects currency rates when their time spans overlap. For a date/time and a currency pair, if there are multiple rates with a Span start less than or equal to the date/time, and Span end greater than or equal to the date/ time, the currency conversion selects the highest order rate. |
   | Rate | Actual conversion rate, stored as a decimal with six decimal places. |
   [ ]

   {#custom-rate-table__table_vyx_ygm_4jb}
8. Click Update.

## What to do next

After you create the custom rate table:

1. Manually populate the table, or import data to populate it.
2. To use this rate table on a global basis, change the glide.currency2.system_rate_table system property.

   To use it for a specific FX Currency field, change the
   Conversion Rate Table field setting in System LocalizationFX Currency Configuration.
{#custom-rate-table__ol_pyd_wwm_1kb}
**Related concepts**   

* [Configuring FX Currency field behavior](https://www.servicenow.com/docs/eAM0wYYEePDgcYpMHXV4ug "After establishing global currency defaults, you can create custom FX Currency configurations for specific table fields. Identify the table fields that use FX Currency, and define how currency conversion calculations should be performed, displayed, filtered, and aggregated.")
* [FX Currency values in import and export](https://www.servicenow.com/docs/7wTGvA_sw_tFJEHqW2i~NQ "In general, currency values crossing the boundaries of the platform represent whatever is returned by getDisplayValue. Usually this currency value is the default as entered by a user into an FX Currency field for a transaction.")  
**Related tasks**   

* [Configuring FX Currency global settings](https://www.servicenow.com/docs/2dJxrkBC9J9kRRBljeFaGg "Before setting up and using FX Currency, review the related system properties to confirm or modify its default behavior.")
* [Add an FX Currency field to a table](https://www.servicenow.com/docs/M_jIPG1zPMcrZOQJnGz2Hw "Before using and configuring an FX Currency field, you first add it an existing table, or to a new one, in System Definition > Tables.")
* [Update a Currency Instance record](https://www.servicenow.com/docs/RyU4HRHOkWRGLT56rpMJeA "Review and edit the details of a currency entry in an FX Currency field.")
* [Configuring FX Currency global settings](https://www.servicenow.com/docs/2dJxrkBC9J9kRRBljeFaGg "Before setting up and using FX Currency, review the related system properties to confirm or modify its default behavior.")
* [Specify the rate table and date source for currency conversions](https://www.servicenow.com/docs/YSR1MVvibq6GqRcHXjq4dg "Identify the rate table and data source to use for currency conversions for the designated FX Currency field.")

*[\>]: and then