Schedule of Values - Unit Price Import

Use this service to import Schedule of Values information for Unit Price billings.

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 Unit 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 'Original_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 Unit Billing Items' and the following fields are left blank, default the following in from the standard list:
- Group Description
- Billing Description
- Additional Billing Description
- G/L Account Code
- Online Tax Code
The product of Billing_Unit_Price and Bid_Quantity cannot exceed $9.9 billion.
The product of Billing_Unit_Price and Projected_Quantity cannot exceed $9.9 billion

Sample JSON Body

{
    "contracts": [
        {
            "Company_Code": "XYZ",
            "Customer_Code": "DF001",
            "Job_Number": "DF001",
            "Schedule_Of_Values_Unit": [
                {
                    "Group_Code": "01",
                    "Group_Description": "Group 01",
                    "Billing_Item": "01",
                    "Billing_Description": "Item 01",
                    "Additional_Billing_Description": "00001",
                    "GL_Account": "3405",
                    "Taxable": "Y",
                    "Unit_Of_Measure": "HR",
                    "Billing_Unit_Price": 200,
                    "Original_Quantity": 12,
                    "Original_Amount": 2400,
                    "Projected_Quantity": 12.12,
                    "Projected_Revenue": 2424,
                    "Memo": "Memo Memo Memo",
                    "Cost_Center": "",
                    "Online_Tax_Code": ""
                },
                {
                    "Group_Code": "02",
                    "Group_Description": "Group 02",
                    "Billing_Item": "02",
                    "Billing_Description": "Item 02",
                    "Additional_Billing_Description": "Add'l Description 02",
                    "GL_Account": "",
                    "Taxable": "N",
                    "Unit_Of_Measure": "LF",
                    "Billing_Unit_Price": 20.12,
                    "Original_Quantity": 100,
                    "Original_Amount": 2012,
                    "Projected_Quantity": 0,
                    "Projected_Revenue": 0,
                    "Memo": "",
                    "Cost_Center": "",
                    "Online_Tax_Code": ""
                }
            ]
        }
    ]
}

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	Customer_Code	Customer Code	YES	Text	10	**See Assumptions and Dependencies.	Customer Master File
D	Job_Number	Job Number	YES	Text	10	**See Assumptions and Dependencies.	Job Master File
E	Group_Code	Group Code	YES	Text	2
F	Group_Description	Group Description		Text	30	**See Assumptions and Dependencies.
G	Billing_Item	Billing Item	YES	Text	10
H	Billing_Description	Billing Description		Text	30	**See Assumptions and Dependencies.
I	Additional_Billing _Description	Additional Billing Description		Text	40	**See Assumptions and Dependencies.
J	GL_Account	G/L Account Code		Numeric	12	**See Assumptions and Dependencies. No dashes	G/L Master File
K	Taxable	Taxable?		Text	1	(Y)es or (N)o	Defaults from Contract Master File if left Blank
L	Unit_of_Measure	Unit of Measure		Text	3
M	Billing_Unit_Price	Unit Price		Numeric	10	**See Assumptions and Dependencies.
N	Original_Quantity	Original Quantity		Numeric	10	**See Assumptions and Dependencies.
O	Original_Amount	Original Amount		Numeric	10.2	**See Assumptions and Dependencies
P	Projected_Quantity	Projected Quantity		Numeric	10	**See Assumptions and Dependencies.
Q	Projected_Revenue	Projected Revenue		Numeric	10.2	**See Assumptions and Dependencies.
R	Memo	Memo		Text	25
S	Cost_Center	Cost Center		Text	10	**See Assumptions and Dependencies.	Cost Center Maintenance; G/L Account Cost Center; Job Cost Center, Customer Cost Center
T	Online_Tax_Code	Online Tax Code		Text	15

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