Change Request or Change Order Notes

Use this request to import AR Change Request or Change Order Notes information.

WSDL: ChgReqChgOrderNotes.jws

Method: ChgReqChgOrderNotes

Enhanced Authentication

Underlying File Maintenance

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

  • System Administration > Installation > Accounts Receivable

  • System Administration > Installation > Accounts Receivable > Customers

  • System Administration > Installation > Accounts Receivable > Change Request

  • System Administration > Installation > Accounts Receivable > Change Order

  • System Administration > Installation > Job Cost > Jobs

Assumptions and Dependencies

  • If Company_Code is blank then use the Authorization ID default value.

  • The Job_Number, Customer_Code, Type, and CR_CO_Number must exist in order to add the notes.

  • The Change Request or Change Order Notes web service has an option to append to the current Note Topic.

    • If not defined then the Notes will be replaced.

    • The formatting options available within the Notes are not supported.

  • The Notes_Text can hold up to 1000 characters total in the table therefore if appending the notes and the value of the current notes plus the web service notes exceeds the limit, the web service notes will be truncated.

  • If duplicate records exist to be updated, then they will all be updated as they are processed.

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

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

C

Job_Number

Job

YES

Text

10

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

Job

D

Customer_Code

Customer

YES

Text

10

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

Customer

E

Type

Type of Note

YES

Text

2

(CR)Change Request or (CO)Change Order only.

F

CR_CO_Number

Change Request or Change Order #

YES

Text

8

Number must exist for the unique combination of Job, Customer and Type. * See Assumption and Dependencies.

G

Notes_Text

Notes

Text

1000

H

Append_Note

Append Notes?

Text

1

(Y) to append. Blank = Replace all notes