Add Inventory Job Requisitions

Use this service to import Inventory Job Requisitions information.

WSDL: AddJob_Reqs.jws

Method: AddJob_Reqs

Enhanced Authentication

Underlying File Maintenance

Prior to importing Inventory Job Requisitions information, the following file maintenance areas must be completed:

  • System Administration > Installation > Inventory Control

  • System Administration > Installation > Inventory Control > Inventory Item File Maintenance

  • System Administration > Installation > Inventory Control > Inventory Item Category File Maintenance

  • System Administration > Installation > Inventory Control > Warehouse File Maintenance

  • System Administration > Installation > Inventory Control > G/L Department File Maintenance

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

  • System Administration > Installation > Job Cost > Jobs

  • System Administration > Installation > Job Cost > Job Phases

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

  • System Administration > Installation > Job Cost > Job Classifications

  • System Administration > Installation > Accounts Payable > Use Tax Code Maintenance

  • System Administration > Installation > System Administration > Security > Operator Maintenance

Assumptions and Dependencies

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

  • The Instructions and Message fields will be truncated if they exceed the Max character length.

  • The Status will default to O(rdered) if left blank.

  • The import has a record limit of 990 records per Requisition and the service will prevent any additional detail lines to be added.

  • The Job Requisition header contains the following fields which must match in order to add detail lines.

    • Company_Code

    • Batch_Code

    • Operator

    • Transaction_Reference

    • Req_Company_Code

    • Default_Job

    • Status

    • Transaction_Date

    • Ship_Date

    • From_Warehouse

  • The Inventory Item must exist for the defined warehouse.

  • Non-stock items can be created using the combination of the Item_Category and the Item_Code using the standard Spectrum logic.

    • If the Non-stock item logic exceeds the character length then the defined Item_Code will be truncated.

    • If the Non_Stock_Description field is not defined then the Item Category Description will be used.

    • If field is populated and the Item Code is not defined as a non-stock item then this field will be ignored

  • If the Transaction_Reference is blank in the web service then the following logic will apply.

    • If a Transaction_Reference exists within the unposted Inventory transaction table and all header information matches then the web service will add additional records until it reaches the 990 record limits then create additional Transaction_Reference as needed.

    • If a Transaction_Reference does not exist within the unposted Inventory transaction table then the web service will follow the standard Spectrum logic and create auto-assigned reference numbers.

  • GL_Credit_Account field defaults from the GL_Department field if left blank and must be a non-direct cost account.

  • The Standard_Cost field can be defined or is defaulted from the Item_code. The Inventory Control Installation defined how and if the Standard_Cost data is updated or not.

  • The Inventory Control Installation defined whether or not multi_company requisitions can be done.

  • Job Requisitions are not created when Physical Inventory is in progress.

  • For Intercompany Job Requisitions

    • The options and set up must be completed on the company Inventory Installation screens.

    • The Use Tax code must exist in both companies.

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

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

Text

3

Valid Company in Spectrum. Defaults from the Authorization ID if not populated.

C

Batch_Code

Batch Code

YES

Text

10

D

Operator

Entered by

Text

3

If blank then defaults to Operator ID.

E

Transaction_Reference

Requisition number

Text

7

Use Auto-assign next requisition # if left blank. If defined then all Requisition Header details must match.

F

Req_Company_Code

Job (Requisition) company -header

Text

3

Used for Multi-company requisition feature. If blank or option not selected use the Company_Code field.

Inventory Control installation option for Multi-company requisition is defined. Valid Company in Spectrum.

G

Default_Job

Job number - Header

Text

10

If defined then each associated detail will use the same Job number.

Valid Job in defined Req_Company_Code otherwise valid for defined Company_Code

H

Status

Status

Text

1

O(rdered) or S(hipped) only. If blank defaults to O(rdered).

I

Special_Instructions

Instructions

Text

70

J

Transaction_Date

Requisition date

Date

10

Enter as: MM/DD/CCYY (for example, 01/05/2010). Use Current Date for Inventory module if blank.

K

Ship_Date

Ship date

Date

10

Enter as: MM/DD/CCYY (for example, 01/05/2010). Use Current Date for Inventory module if blank.

L

Ship_Via

Ship via

Text

15

M

From_Warehouse

Default warehouse

YES

Text

10

If blank, defaults from Inventory Control Installation screen. If the Default Warehouse field is blank on the Installation screen and this field is left blank, you will get an error message.

Warehouse File Maintenance

N

Item_Code

Item code

YES

Text

15

If Item code is valid, then it must be valid for From_Warehouse, if defined. Non-stock items will be created using the Item_Category if defined and Item_Code is not valid.

Inventory Item File Maintenance

O

Item_Category

Item category

Text

4

Used to create Non-stock items only.

Inventory Item Category Maintenance

P

Warehouse

Warehouse

Text

10

Warehouse must be defined for Item_Code field. If blank, use default warehouse or it is required.

Warehouse File Maintenance

Q

Markup_Percent

Markup

Numeric

7

Example: Enter 10.55% as 10.55. Format = 3.2-

Defaults from Inventory Item if left blank. Not used for Non-stock items.

R

Transaction_Quantity

Order quantity

YES

Numeric

11

Required. Negative numbers allowed. Cannot be zero. Format = -7.2

S

Ship_Quantity

Ship Quantity

Numeric

11

Negative numbers allowed. Format = -7.2

Quantity cannot exceed the Transaction_Quantity value.

T

Reason

Message

Text

30

U

GL_Department

Department

Text

4

Defaults from Warehouse default then Item Category default

Inventory G/L Department File Maintenance

V

GL_Debit_Account

G/L Account

Numeric

10

Defaults from Department if not entered. Required for intercompany records. Must be a direct job cost G/L Account

G/L Account Master File

W

Job_Number

Job - Detail

Text

10

Required if Default_Job not defined.

Job File Maintenance for defined Company.

X

Phase_Code

Phase

Text

20

Defaults from Inventory Item if left blank.

Phase File Maintenance

Y

Cost_Type

Cost type

Text

3

Defaults from Inventory Item if left blank. Validates to the defined GL_Debit_Account for direct job cost.

Cost Type Maintenance

Z

Use_Tax_Code

Use Tax Code

Text

15

If blank- default from Job Tax Classification if used.

Use Tax Code Maintenance

AA

Standard_Cost

Standard Cost

Numeric

11

Positive number only. Defaults from Inventory Item if left blank. Format = 6.4

AB

Non_Stock_Description

Description

Text

30

Used for non-stock items only. If not defined then defaults to the Category description