Update Expense Type Current Unit Amount

On an expense type, the Current Unit Amount specifies the cost of one unit of the expense type based on the Unit Amount Type. The Current Unit Amount is not used in price calculations. The field is intended for informational purposes only and provides the capability for a price to be viewed on the Expense Types page.

The Current Unit Amount is a calculated value that is based on the following criteria:

  • The applicable price list line where the work date is greater than or equal to the price list Starting Date.

  • The Unit Amount Type on the expense type is equal to the Unit Amount Type on the price list line.

  • If there is no applicable price list line, the Unit Amount on the expense type is used.

Due to price list changes, the Current Unit Amount value must be updated periodically via a job queue or manually.

Set up a job queue entry to update the Current Unit Amount

A job queue entry can be set up to ensure that the Current Unit Amount of an expense type is updated accordingly based on the associated price list. For information about how to set up a job queue entry, see Use Job Queues to Schedule Tasks.

After the job is run, the mySparkrock expense types selection list displays the current amount.

To set up a job queue entry to update the Current Unit Amount

  1. Choose Lightbulb that opens the Tell Me feature., enter job queue entries, and then choose the related link.

    The Job Queue Entries page opens.

  2. On the action bar, choose New.

    The Job Queue Entry Card page opens.

  3. On the General FastTab, perform the following steps:

    1. In Object Type to Run field, specify Codeunit.
    2. In Object ID to Run, specify 23022435.
    3. Specify values for other fields as required.

  4. On the Recurrence FastTab, specify when you want the job to run.

  5. To activate the job queue entry, on the action bar, choose Set Status to Ready.

Update Current Unit Amount manually

Instead of using a job queue entry to update the Current Unit Amount of an expense type, a user who has the Role of Purchasing Agent, can manually perform the update with the Update Expense Types Current Price action.

After this action is run, the mySparkrock expense types selection list displays the current amount.

To run the Update Expense Types Current Price action

  1. From the Purchasing Agent role center, under Actions, choose Activities > Update Expense Types Current Price.

    A dialog box appears and displays the number of prices that have been updated.

  2. To close the dialog box, choose OK.

See also

Set Up Requisition Management
Expense Claims

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