Add Job
Use this service to add Job information.
WSDL: AddJob.jws
Method: AddJob
Underlying File Maintenance
Prior to importing Job information, these maintenance areas in must be completed.
- Accounts Receivable
Assumptions and Dependencies
- The Job Master cost center flag is validated against the customer cost center.
- The following sections in the Job Master are defined by the Job Cost Installation options:
- Payroll burden
- Payroll overhead
- Phase setup
- Tax_Class_Code field logic
- Key personnel validation logic
- The contract is set up when the Customer code is defined in the layout.
- The T+M Billing setup occurs when the Price_Method_Code is defined as Cost Plus or Time+Material and the Customer code is defined.
- The Payroll work tax codes must be unique for each of the three defined.
- The earned calculation logic is based on the Price type defined on the Job.
- Phase mask, start/end major group and start/end minor group default from the Job Installation screen if fields are blank.
- If the Phase Categories is defined then define the correct Phase mask and major/minor group positions for the Job.
- Master Job logic:
- The Master Job tied to the Sub Job must be valid and not have a complete status.
- The Master Job and Sub Job must have the same Phase length.
- The Sub Job will be created with the same Phase setup as the Master Job.
- The Sub Job will default the Master Job's Customer and Tax classification if left blank.
- The T+M billing submitted by each Sub Job option is selected on the Master Job and defaults to unselected unless a Sub Job defines the Bill_From_Master field option. The last created Sub Job controls this feature on the Master Job.
- The Job cannot have both the Davis-Bacon and Prevailing wage options selected.
- The Estimated and Actual complete dates must be greater than or equal to the Estimated and Actual start dates.
- The Key personnel display as Job contacts if the Job Cost Installation option validates to the Employee code.
- Cost center information will only be allowed in if the Company is set to a Pending or Yes status.
- This Web Service will work with the defined Workflow process in Spectrum.
- The Authorized ID must have the user-defined fields defined, or mapped for this Web Service.
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 Number | YES | Text | 10 | No duplicates | |
| D | Job_Description | Job Name | Text | 25 | |||
| E | Division | Division Number | Numeric | 5 | Required if Job Cost installation option is selected. | ||
| F | Address_1 | Address Line | Text | 30 | |||
| G | Address_2 | Address Line 2 | Text | 30 | |||
| H | City | City | Text | 25 | |||
| I | State | State | Text | 2 | 2-digit postal abbreviation | ||
| J | Zip_Code | Zip Code | Text | 10 | ZIP or ZIP + 4 (for example, 98012-1234) | ||
| K | Phone | Phone number | Text | 14 | Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. | Remove the dashes from format when sending to Spectrum. | |
| L | Fax_Phone | Fax Number | Text | 14 | Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. | Remove the dashes from format when sending to Spectrum. | |
| M | Job_Site_Phone | Job Site Phone Number | Text | 14 | Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. | Remove the dashes from format when sending to Spectrum. | |
| N | Superintendent | Superintendent | Text | 15 | Employee Code if installation screen selected | ||
| O | Estimator | Estimator | Text | 15 | Employee Code if installation screen selected | ||
| P | Project_Manager | Project Manager | Text | 15 | Employee Code if installation screen selected | ||
| Q | Customer_Code | Customer Code | Text | 10 | Customer Maintenance File | ||
| R | Contract_Number | Contract Number | Text | 30 | |||
| S | Job_Type | Contract Type | Text | 10 | |||
| T | Tax_Class_Code | Tax classification -Use Tax Code or A/R Sales Tax Code. | Text | 15 | Required based on the Job Cost installation settings. Defaults from Customer if blank and Job Cost Installation is not utilizing job classification validation option. | JC Tax Classification Maintenance file. If JC install screen is set to "Y" for Use Tax Classification. Or to A/R Sales Tax Maintenance File if Use Tax Classification flag is "N". | |
| U | Taxable_Flag | Taxable Flag | YES | Text | 1 | "Y" or "N" only | |
| V | Total_Units | Job Units | Numeric | 9 | Positive numbers only. | ||
| W | Unit_of_Measure | Unit of Measure | Text | 5 | Units of Measure Maintenance File | ||
| X | Certified_Flag | Certified Flag | Text | 1 | 'Y' or 'N' only | ||
| Y | Work_Comp_Code | Worker's Compensation Code | Text | 6 | Worker's Compensation Code Maintenance File | ||
| Z | Wage_Rate_Level | Wage Rate Level | Numeric | 1 | Numbers 1-9 only | ||
| AA | Price_Method_Code | Price Type Code | YES | Text | 1 | (F)ixed Price; (T)ime & Material; (C)ost Plus or (U)nit Price | |
| AB | Est_Start_Date | Estimated Start Date | Date | 10 | Text format for import MM/DD/CCYY | ||
| AC | Est_Complete_Date | Estimated Complete Date | Date | 10 | Text format for import MM/DD/CCYY | ||
| AD | Start_Date | Actual Start Date | Date | 10 | Text format for import MM/DD/CCYY | ||
| AE | Complete_Date | Actual Complete Date | Date | 10 | Text format for import MM/DD/CCYY | ||
| AF | Work_State_Tax_Code | Work State Tax Code | Text | 10 | The Work Tax codes must be unique. | Tax Table Maintenance | |
| AG | Work_County_Tax_Code | Work County Tax Code | Text | 10 | The Work Tax codes must be unique. | Tax Table Maintenance | |
| AH | Work_Local_Tax_Cod | Work Local Tax Code | Text | 10 | The Work Tax codes must be unique. | Tax Table Maintenance | |
| AI | Original_Contract | Original Contract Amount | Numeric | 14 | Not validated. DOES NOT include change order amounts. Change Orders are entered manually into Spectrum. | ||
| AJ | WO_Site | Work Order Site | Text | 10 | Work Order Site Maintenance File | ||
| AK | Latitude | Latitude | Numeric | 11 | Format for import -XXX.XXXXXX. | ||
| AL | Longitude | Longitude | Numeric | 11 | Format for import -XXX.XXXXXX. | ||
| AM | Track_Davis_Bacon | Davis-Bacon Job | Text | 1 | 'Y'or 'N' only | ||
| AN | Track_Prevailing_Wage | Prevailing Wage Job and option | Text | 1 | 'Y' or 'N' only | Y=Prevailing Wage, F=Regular wages include non-stated Fringes OR N=Not Prevailing Wage only | |
| AO | Create_Date | Create Date | Date | 10 | Text format for import MM/DD/CCYY. If left blank it will use the date it was imported. | ||
| AP | UDF1 | User Defined Alpha/Numeric/Date 1 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AQ | UDF2 | User Defined Alpha/Numeric/Date 2 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AR | UDF3 | User Defined Alpha/Numeric/Date 3 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AS | UDF4 | User Defined Alpha/Numeric/Date 4 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AT | UDF5 | User Defined Alpha/Numeric/Date 5 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AU | UDF6 | User Defined Alpha/Numeric/Date 6 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AV | UDF7 | User Defined Alpha/Numeric/Date 7 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AW | UDF8 | User Defined Alpha/Numeric/Date 8 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AX | UDF9 | User Defined Alpha/Numeric/Date 9 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AY | UDF10 | User Defined Alpha/Numeric/Date 10 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| AZ | UDF11 | User Defined Alpha/Numeric/Date 11 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BA | UDF12 | User Defined Alpha/Numeric/Date 12 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BB | UDF13 | User Defined Alpha/Numeric/Date 13 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BC | UDF14 | User Defined Alpha/Numeric/Date 14 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BD | UDF15 | User Defined Alpha/Numeric/Date 15 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BE | UDF16 | User Defined Alpha/Numeric/Date 16 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BF | UDF17 | User Defined Alpha/Numeric/Date 17 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BG | UDF18 | User Defined Alpha/Numeric/Date 18 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BH | UDF19 | User Defined Alpha/Numeric/Date 19 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BI | UDF20 | User Defined Alpha/Numeric/Date 20 | + | 20 | Web Service Authorization ID Service UDF defined. | ||
| BJ | Cost_Center | Job Cost Center | Text | 10 | Cost Center Maintenance and Customer Code Cost Center | ||
| BK | Master_Job | Master Job | Text | 10 | Valid Job that does not have a complete status and phase length must match Job. | ||
| BL | Bill_From_Master | Submit sub-job billings from the Master Job? | Text | 1 | Y(es) or N(o) only. Defined on the Master Job only. | Used in the Time+Material Module. Ignore if module is not active. | |
| BM | Standard_Phase_Category | Phase setup category | Text | 10 | If defined then display the Phase information as setup for each field. **See Assumptions and Dependencies. | Validates to the Phase Category | |
| BN | Phase_Display_Code | Phase setup mask | Text | 20 | If blank defaults from Job Installation. If Sub-Job then defaults from Master Job. **See Assumptions and Dependencies. | ||
| BO | Major_Group_Start | Phase Major group start position | Numeric | 2 | If blank defaults from Job Installation. If Sub-Job then defaults from Master Job. **See Assumptions and Dependencies. | ||
| BP | Major_Group_End | Phase Major group end position | Numeric | 2 | If blank defaults from Job Installation. If Sub-Job then defaults from Master Job. **See Assumptions and Dependencies. | ||
| BQ | Minor_Group_Start | Phase Minor group start position | Numeric | 2 | If blank defaults from Job Installation. If Sub-Job then defaults from Master Job. **See Assumptions and Dependencies. | ||
| BR | Minor_Group_End | Phase Minor group end position | Numeric | 2 | If blank defaults from Job Installation. If Sub-Job then defaults from Master Job. **See Assumptions and Dependencies. | ||
| BS | Status_Code | Status | Text | 1 | (A)ctive, (I)nactive or (C)omplete. Defaults to Active if blank. |
+ NOTE = the UDF (1-20) elements can be Numeric, Date or Text depending on how they are created within Spectrum.
