Phase Notes

Use this service to import Phase Notes information.

WSDL: PhaseNotes.jws

Method: PhaseNotes

Enhanced Authentication

Underlying File Maintenance

Prior to importing Phase Notes information, the following file maintenance areas must be completed:

  • System Administration > Installation > Job Cost

  • System Administration > Installation > Job Cost > Jobs

  • System Administration > Installation > Job Cost > Phase

Assumptions and Dependencies

  • The Job Cost module must be set up.

  • The Job / Phase combination must exist in the defined Company code.

  • The Phase Notes are updated at the Phase level and are not unique per cost type.

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

  • The Phase Notes web service has an option to append to the current Note Topic.

    • If not defined then the Notes will be replaced.

    • The formatting options available within the Notes are not supported.

  • The Notes_Text can hold up to 1000 characters total in the table therefore if appending the notes and the value of the current notes plus the web service notes exceeds the limit, the web service notes will be truncated.

  • If duplicate records exist to be updated, then they will all be updated as they are processed.

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

Job_Number

Job Number

YES

Text

10

Valid Job and must exist for the defined Company Code.

D

Phase_Code

Phase number

YES

Text

20

Valid Phase number

E

Notes_Text

Notes

YES

Text

1000

F

Append_Note

Append Notes?

Text

1

(Y) to append. Blank = Replace all notes