Service Contract Visit with Equipment Task

Use this service to add new Visits with equipment tasks if needed to the Service Contract.

Connection information for POST

URL = https://<SPECTRUM-SERVER>:8482/serviceContract/Visit

Authentication: Basic Authentication, Enhanced Authentication

Supported methods: POST

Supported formats: JSON

Sample JSON Body

{
	"serviceContractVisits": [
		{
			"Company_Code": "md2",
			"Site_ID": "mld",
			"Contract_Number": "woequip",
			"Visit_Date": "12/17/2021",
			"Work_Summary": "Testing insert 2",
			"Budget_Hours": "2",
			"Budget_Cost": "100.00",
			"Preupdate_Alert": "This is my alert test 12/18",
			"SC_Visit_Notes": "Here are my visit notes",
			"Visit_Tasks": [
				{
					"Equipment": "stuff",
					"Task": "lll1",
					"Task_Unit_Price": "25",
					"Quantity": "1",
					"SC_Equip_Task_Notes": "Here are some task notes"
				},
				{
					"Equipment": "",
					"Task": "",
					"Task_Unit_Price": "",
					"Quantity": "",
					"SC_Equip_Task_Notes": ""
				}
			]
		}
	]
}

Underlying File Maintenance

Prior to importing Service Contract Visits information, the following file maintenance areas must be completed:

  • System Administration > Installation > Service Contract

  • System Administration > Installation > Service Contract > Service Contract

  • System Administration > Installation > Work Order > Site ID

Assumptions and Dependencies

  • The web service will add new Visits with equipment tasks if needed to the Service Contract.

  • A Valid combination of Site_ID and Contract_Number must exist to add the data.

  • To add multiple pieces of Equipment to the Visit then the following fields must match:

    • Company_Code

    • Site_ID

    • Contract_Number

    • Visit_Date

    • Work_Summary

    • Budget_Hours

    • Budget_Cost

  • The number of scheduled visits shown on the header record will be managed within the Web service logic so that is is correct with existing dates and newly added.

  • The Equipment must be valid as a covered equipment for the service contract and exist on the work order site.

  • If multiple visits on the same date exist, then the Equipment will be applied to the first available date.

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

Field Information

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

Site_ID

Site

YES

Text

10

Valid combination of Site_ID and Contract_Number.

Work Order Site

D

Contract_Number

Contract

YES

Text

10

Valid combination of Site_ID and Contract_Number if changing information

Service Contract

E

Visit_Date

Scheduled Date

Date

8

Format: MMDDYYYY. Must be within the min/max processing dates.

F

Work_Summary

Work Summary

Text

250

G

Budget_Hours

Budget Hours

Numeric

12

Format: 9.2 positive numbers only

H

Budget_Cost

Budget Cost

Numeric

12

Format: 9.2 positive numbers only

I

Preupdate_Alert

Pre-update alert

Text

250

J

SC_Visit_Notes

Visit Notes

Text

1000

K

Equipment

Equipment Code

Text

8

Valid Covered Equipment on Service Contract and Site.

L

Task

Task

Text

15

Valid Work Order Task

M

Task_Unit_Price

Price per unit

Numeric

12

Format: 9.2 positive numbers only

N

Quantity

Quantity

Numeric

12

Format: 9.2 positive numbers only

Defaults to 1 if blank.

O

SC_Equip_Task_Notes

Equipment Task Visit Notes

Text

1000