Connection Information

URL: https://<SPECTRUM-SERVER>:8482/contract/scheduleofvalues

Authentication: Basic Authentication, Enhanced Authentication

Supported methods: POST

Supported formats: JSON

Underlying File Maintenance

Prior to importing Schedule of Values information, the following file maintenance areas must be completed:

• System Administration > Installation > Accounts Receivable > Customers

• System Administration > Installation > Accounts Receivable > Contract

• System Administration > Installation > Accounts Receivable > Online Tax Code

• System Administration > Installation > Accounts Receivable > Set Up Standard Fixed Billing Items

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

• System Administration > Installation > Job Cost > Jobs

Assumptions and Dependencies

• The service will sum up all 'Contract_Amount' columns and the total must tie to the 'Original contract' amount in Contract Main Properties.

• Only (A)ctive and (I)nactive Customer codes are allowed.

• Only (A)ctive and (I)nactive Job codes are allowed.

• Only (A)ctive and (I)nactive G/L codes are allowed.

• The import will error out when the contract has information defined in the G/L Distribution for Draw Request Invoices window. When such allocation is required, first import the schedule of values and then enter the allocation percentages.

• Customer must have security to entered cost enter. Only (A)ctive cost centers are allowed.

• When the bill item is found in 'Set Up Standard Fixed Billing Items' and the following fields are left blank, default the following in from the standard list:

  • Billing Description

  • Additional Billing Description

  • G/L Account Code

  • Online Tax Code

Sample JSON Body

{
    "contracts": [
        {
            "Company_Code": "2ND",
            "Customer_Code": "DF001",
            "Job_Number": "DF002",
            "Schedule_Of_Values_Fixed": [
                {
                    "Billing_Item": "01",
                    "Billing_Description": "MOBILIZATION",
                    "Additional_Billing_Description": "& GENERAL CONDITIONS",
                    "GL_Account": "104000",
                    "Taxable": "Y",
                    "Original_Contract": 2400,
                    "Projected_Revenue": 2424,
                    "Memo": "Memo Memo Memo",
                    "Cost_Center": "",
                    "Online_Tax_Code": ""
                },
                {
                    "Billing_Item": "02",
                    "Billing_Description": "Billing Item 02",
                    "Additional_Billing_Description": "Add'l Description 02",
                    "GL_Account": "104000",
                    "Taxable": "N",
                    "Original_Contract": 2012,
                    "Projected_Revenue": 0,
                    "Memo": "",
                    "Cost_Center": "",
                    "Online_Tax_Code": ""
                }
            ]
        }
    ]
}

Field Descriptions

Use the table below for reference when using this service.