Add AR Pre Billing Quantity
Use this service to import Accounts Receivable Pre-Billing Quantity information.
WSDL: ARPreBillingQuantity.jws
Method: ARPreBillingQuantity
Underlying File Maintenance
Prior to importing AR Pre-Billing Quantity information, the following file maintenance areas must be completed:
Assumptions and Dependencies
The AR Pre-Billing Quantity web service will add or update to the existing unique combination of Job number, Customer and Batch code defined. If it does not exist then it will be created.
A Billing Item exists on the Schedule of Values for the Contract. The type of Job defines how the billing item will be defined in the layout.
Unit Price contract require both the billing group and billing items to be defined with a max number of 10 characters between the two fields.
Fixed Price contracts require only the billing item field be populated in the layout with a max number of 10 characters. The Billing_Group_Code field will be ignored if defined.
The Web Service will not create new Billing Item automatically. The Billing Item must exist on the Contract.
Quantity Type field will default from the Accounts Receivable Installation screen based on the data defined on the Draw Request Tab.
Quantity field
The
screen controls whether the Pre-Billing Quantities are enter for the Period or Job-to-Date.Based on your installation setting and the 'Unit of Measure's' price method defined on a Unit Price Contract, the 'Quantity' field can have one of the following formats -
-9.2
-8.2
-7.2
-3.2
For Unit Price jobs, the quantity defined multiplied by the unit price on the Contract will override the records defined Amount.
For non-unit price jobs this field is considered a percentage and is calculates as a percentage of the Amount divided by the Bid $ Amount field value.
Amount field
If the field is defined for a non-unit price job then this value will be used in the transaction.
If this field is defined for a unit price job along with the Quantity value and the Amount value based on the defined Quantity multiplied by the Unit Price on the Contract does not match then the calculated value will used.
To change data for an existing entry then the following fields must exist-
Job_Number
Customer_Code
Batch_Code
Billing_Group_Code
Billing_Item_Code
Quantity_Date
Quantity_Type
Any field that is left blank will not be updated in Spectrum. The service does not delete values that exist in Spectrum; it only changes data defined in the layout.
The transaction data being submitted using this web service are stored within the Customer AR Pre-Billing Quantity screen; the data must be manually updated within Spectrum.
Field Descriptions
Use the table below for reference when using this service.
Excel |
Element Name |
Description |
Req |
Type |
Max |
Format |
Validation |
---|---|---|---|---|---|---|---|
Authorization_ID |
Authorization ID to access the server |
YES |
Text |
20 |
Data Exchange Installation Screen |
||
GUID |
Unique reference number created by programming |
Text |
36 |
** See GUID definition |
|||
B |
Company_Code |
Company Code |
YES |
Text |
3 |
Valid Company in Spectrum. Defaults from the Authorization ID if not populated. |
|
C |
Job_Number |
Job |
YES |
Text |
10 |
Unique combination of Job and Customer must exist. ** See Assumption and Dependencies. |
Job |
D |
Customer_Code |
Customer |
YES |
Text |
10 |
Unique combination of Job and Customer must exist. ** See Assumption and Dependencies. |
Customer |
E |
Batch_Code |
Batch code |
YES |
Text |
10 |
If Job, Customer and Batch combination exists add to the existing batch. |
|
F |
Billing_Group_Code |
Billing Group |
Text |
2 |
Define the CO_Billing_Group_Code and CO_Billing_Item_Code for Unit Price jobs. ** See Assumptions and Dependencies. |
Contract Schedule of Value |
|
G |
Billing_Item_Code |
Billing Item |
YES |
Text |
10 |
For Fixed Price Jobs define the Billing Item and leave the CO_Billing_Group_Code blank. See Assumptions and Dependencies. |
Contract Schedule of Value |
H |
Quantity_Date |
Date |
Date |
10 |
If left blank then use system date. Enter as: MM/DD/CCYY (e.g.: 01/05/2011) |
||
I |
Quantity_Type |
Type |
Text |
1 |
(A)ctual or (E )ngineering. If blank then will default from the AR Installation screen. |
Installation screen default |
|
J |
Quantity |
Quantity |
Numeric |
10 |
Allows negative numbers. ** See Assumption and Dependencies. |
||
K |
Amount |
Amount |
Numeric |
13 |
Allows negative numbers. Format = -9.2 If defined then the Quantity value is recalculated. If blank then calculated for unit price jobs. ** See Assumption and Dependencies. |