AR Change Request - Blank Bill Item Update

Use this service to update Accounts Receivable Change Request information. This service will update one blank bill item at a time created on an existing change request.

WSDL: ARChngReqBlankBIUpdate.jws

Method: ARChngReqBlankBIUpdate

Enhanced Authentication

Underlying File Maintenance

Prior to importing AR Change Request information, the following file maintenance areas must be completed:

  • System Administration > Installation > Accounts Receivable

  • System Administration > Installation > General Ledger > G/L Master File Maintenance

  • System Administration > Installation > Accounts Receivable > Customers

  • System Administration > Installation > Accounts Receivable > Contract

  • System Administration > Installation > Accounts Receivable > Contract Schedule of Values

  • System Administration > Installation > Accounts Receivable > Change Request

  • System Administration > Installation > Accounts Receivable > Change Request Status

  • System Administration > Installation > Accounts Receivable > Pricing Add-ons

  • System Administration > Installation > Accounts Payable > Vendor

  • System Administration > Installation > Accounts Payable > Subcontract

  • System Administration > Installation > Job Cost > Jobs

  • System Administration > Installation > Job Cost > Job Phases

  • System Administration > Installation > Job Cost > Cost Type File Maintenance

Assumptions and Dependencies

  • The AR Change Request Blank Bill Item Update Web service will update one blank bill item at a time created on an existing Change Requests.

  • The Job, Customer, Contract and Change Request must exist in order to update the Blank Bill Item code.

  • The Bill Item code details cannot be changed via the web service once the Bill Item has been updated.

  • If the Sequence number is blank then it will update the earliest number.

  • The Description fields default from the Billing Item define on the Contracts Schedule of Values.

  • Unit Price Jobs

    • Require the Billing Group and Billing Item defined.

    • Requires the Quantity to be defined as the Unit Price is defaulted and the Revenue amount will be calculated.

  • Fixed Price Jobs

    • Require the Billing Item to be defined.

    • Requires the Revenue to be defined.

  • The Revenue Amount will be validated (via calculation) to see if it is valid for the Job and the information provided.

  • 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.

Field Descriptions

Use the table below for reference when using this service.

Note: The Authorization_ID and GUID elements are not shown on the Spectrum Excel Office Add-in templates for data entry points.

Excel

Field Name

Description

Req

Type

Max

Format

Validation

B

Company_Code

Company Code

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, Customer and Change Request Number. * See Assumption and Dependencies.

Job

D

Customer_Code

Customer

YES

Text

10

Unique combination of Job, Customer and Change Request Number. * See Assumption and Dependencies.

Customer

E

Change_Request_Number

Change Request #

YES

Text

8

Unique combination of Job, Customer and Change Request Number. * See Assumption and Dependencies.

F

Sequence

Line number

Numeric

3

if blank updates the earliest blank sequence number found.

G

CR_Billing_Group_Code

Billing Group

Text

2

Define the CR_Billing_Group_Code and CR_Billing_Item_Code for Unit Price jobs. * See Assumptions and Dependencies.

Contract Schedule of Value

H

CR_Billing_Item_Code

Billing Item

Text

11

For Fixed Price Jobs define the Billing Item and leave the CR_Billing_Group_Code blank. * See Assumptions and Dependencies.

Contract Schedule of Value

I

CR_Billing_Item_Description

Billing Item Description

Text

30

Defaults from Billing_Item_Code if left blank. Otherwise overwrite.

J

CR_Additional_Description

Additional Description

Text

40

Defaults from Billing_Item_Code if left blank. Otherwise overwrite.

K

CR_Quantity

Quantity

Numeric

11

Required for Unit Price Jobs only. Allows negative numbers and can be blank. Format = -7.2 * See Assumptions and Dependencies.

For Unit Price Contracts the calculated Revenue will be validated.

L

CR_Revenue

Billing Amount

Numeric

14

Calculated for Fixed Price Jobs and rounds to 2 decimal places. Allows Negative numbers. Format = -10.2 * See Assumptions and Dependencies.

The quantity will be calculated for Unit Price Contracts if the Revenue is defined and the Quantity is blank.