Add Equipment Cost

Use this service to import Equipment Cost Transaction information.

WSDL: AddEquip_Cost.jws

Method: AddEquip_Cost

Enhanced Authentication

Underlying File Maintenance

Prior to importing Equipment Cost Transaction information, the following file maintenance screens must be completed:

  • System Administration > Installation > Equipment Control

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

  • System Administration > Installation > Equipment Control > Equipment File Maintenance

  • System Administration > Installation > Equipment Control > Cost Category File Maintenance

  • System Administration > Installation > Equipment Control > Equipment Status File Maintenance

  • System Administration > Installation > Equipment Control > Equipment Type File Maintenance

  • System Administration > Installation > Equipment Control > Fuel / Oil File Maintenance

  • System Administration > Installation > Equipment Control > Equipment Location File Maintenance

  • System Administration > Installation > Equipment Control > Yard File Maintenance

  • System Administration > Installation > Equipment Control > Job/Equipment Rates File Maintenance

  • System Administration > Installation > Enterprise Management > Cost Center Maintenance

Assumptions and Dependencies

  • The import file has a recommended record limitation of 9000 records per batch.

  • All transactions will be assigned a source code of "EC".

  • Transaction_Amount field hierarchy

    • If the Fuel_Oil_Code is defined then the Transaction_Quantity will be required and the Transaction_Amount will be calculated.

    • If the Fuel_Oil_Code is not defined then the Transaction_Amount field is required and the value defined will be used.

    • If the Transaction_Quantity, Fuel_Oil_Code and Transaction_Amount are defined and valid then the Transaction_Amount will be used for the import and the calculation logic for the Fuel_Oil_Code logic will be ignored.

  • The Fuel_Oil_Code is available based on the defined Cost_Category_Code. The standard Cost_Category_Code heirarchy applies and if a Fuel_Oil_Code is defined that does not tie to the Cost Category Code defined then it will be an error.

  • The Debit G/L Code must use a Direct Cost Equipment Cost Account for these transactions.

    • The GL Account must be a Direct Cost Equipment Cost Account for these transactions.

    • The Equipment Cost Category Code contains General Ledger Overrides. If defined it will validate to the GL Overrides and the Cost Category Code.

  • The Credit G/L Code must us a Non-direct Cost Account for these transactions.

  • Cost center information will only be allowed in if the Company is set to a Yes status.

  • The transaction data being submitted using this web service are stored within the Equipment Cost Transaction Entry screen; the data must manually be updated within Spectrum.

Field Descriptions

Use the table below for reference when using this service. 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

 Transaction_Date Transaction Date YES Date 10 Format MM/DD/CCYY Within Fiscal Year Calendar and Equipment Cost Processing Date Range

D

 Batch_ID Batch YES Text 10 Recommend using a unique batch code to keep them separate while validating and updating Equipment Cost Transactions. Recommend limiting the 'Batch Code/Tran Date' quantity of Record to 9000.

E

 Equipment_Code Equipment YES Text 10 Equipment File Maintenance

F

 Cost_Category_Code Cost Category YES Text 4 ** See Assumptions and Dependencies Equipment Cost Category File

G

 Transaction_Quantity Quantity Numeric 10 Allows negative. Decimals ok. Required if Fuel_Oil_Code defined.

H

 Fuel_Oil_Code Fuel/Oil Text 2 Cost_Category_Code controls the logic for this field. Codes tied to Fuel or Oil will use the associated rate for the Transaction amount calculation. Fuel/Oil File Maintenance

I

 Transaction_Amount Amount Numeric 11 Allows negative. Zero value not allowed. Decimals OK. Defined amount overrides hierarchy. ** See Assumptions and Dependencies for field logic.

J

 GL_Debit_Account Debit G/L Code YES Text 12 No dashes. ** See Assumptions and Dependencies G/L Master File - use a Direct Cost = Equipment

K

 GL_Credit_Account Credit G/L Code YES Text 12 No dashes. G/L Master File - use a Non-direct Cost Account

L

 Equipment_WO_Number Equipment Work Order Text 10 Equipment Work Order is either required or optional based on Equipment Cost Category data entry rule. Equipment Item must exist on the Equipment Work Order and not have a closed status.

M

 Remarks Remarks Text 30

N

 Credit_Cost_Center Credit Cost Center Text 10 Cost Center Maintenance; Equipment Cost Center; Cost Category Cost Center and G/L Account Cost Center