To update Non Labor Rate Schedules, the ‘Non Labor Rate Schedules Upload Action’ column value must be Update or Update records. Refer to the Uploading section for more information on how to upload the Update action.
To update Non Labor Rates, the ‘Non Labor Rates Upload Action’ column value must be Update or Update records. Refer to the Uploading section for more information on how to upload the Update action.
For this Integrator, you do not need an upload action at the parent section (Non Labor Rate Schedules) to update the child section (Non Labor Rates).
To carry out an Update to the existing Non Labor Rate Schedules and Non Labor Rates, More4apps recommend downloading them first on the sheet. Refer to the Download Non Labor Rates section for more information on how to download.
The following columns are required on the sheet to update Non Labor Rate Schedules:
· Rate Schedule Name
The following columns are required on the sheet to update Non Labor Rates:
· Rate Id
These columns cannot be updated and any attempt to update them will either end in an API error or be ignored:
· Project Rates Set
· Currency
· From Date
· Expenditure Type
To update the Rate Schedule Name which is a key field in the Integrator, you must use the corresponding column name prefixed with ‘New’. To update the ‘Rate Schedule Name' field, the column header 'New Rate Schedule Name' must be utilized.
Here’s an example use case for updating:
Expenditure Type ‘Airfare’ has increased its markup percent to 40.5 from 1-Aug-2024 and all the rates for this expenditure type must be updated across the schedules that it belongs to.
The example below shows how to use child-level filtering to only download rates belonging to ‘Airfare’ and then end-dating the old rate and creating a new rate line for it.
