How to update Expense Types Unit Cost

Information  

• Products:  Sparkrock 365 

• Summary: The Current Unit Amount of an Expense Type needs to be updated
   

Details

All fixed unit cost expense types like mileage usually require to be adjusted to new prices, regulations and changes in organization policies. If you navigate to Expense Types in Sparkrock 365 the Current Unit Amount field will be greyed out and modifying the Unit Amount does not result in an update of the current one. 
 

Resolution  

To update the Current Unit Amount you need to follow these steps:

1. Navigate to Expense Types in Sparkrock 365 and open the one you would like to update.
2. Fill in the Unit Amount field with the corresponding value. Repeat this for each expense type that needs to be updated before proceeding.
3. Now that the changes are prepared, we will need to apply them. With a non-limited user, click on the gear icon at the top right and select My Settings
   
    
4. Change your Role to Purchasing Agent
5. From the new role center/home page, click the Search icon and type Update Expense Types Current Price
   
    
6. Click on the corresponding link and after some seconds the system will let you know how many prices were updated.
   
    
7. Change your Role back to the original

Impact / Risks  

None 

Workaround  

Not applicable 

Related Information  

Not applicable 

Update History  

The following are the dates and actions pertinent to the history of this issue.