Add Work Order Other Charges

Use this service to add Work Order Other Charges Cost transactions.

WSDL: AddWOOtherCharges.jws

Method: AddWOOtherCharges

Enhanced Authentication

Underlying File Maintenance

Prior to importing Work Order Other Charges information, the following file maintenance areas must be completed:

  • System Administration > Installation > Work Order

  • System Administration > Installation > Job Cost > Jobs

  • System Administration > Installation > Job Cost > Job Phase

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

  • System Administration > Installation > Service Contract > Service Contract

  • System Administration > Installation > Work Order > Work Order

  • System Administration > Installation > Work Order > Other Charges

  • System Administration > Installation > Work Order > G/L Department

  • System Administration > Installation > Work Order > Site File Maintenance

  • System Administration > Installation > Work Order > Site Equipment

  • System Administration > Installation > Work Order > Site Equipment Component

  • System Administration > Installation > Work Order > Task

Assumptions and Dependencies

  • The WO Other Charges Cost service adds Work Order Other Charges Cost transaction.

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

  • The Web Service will not create new phase or Site Equipment/Components automatically; therefore the codes defined in the web services must exist to add the transaction.

  • To add multiple transactions to a Work Order the Company Code, Work Order and Other Charge Item must be defined for each record along with the new data.

  • The defined Work Order will dictate what fields will be used based on the type of the Work Order (Site or Job).

  • The Other_Cost_Item field

    • The Taxable flag defaults from the Other Charge Item setup if left blank.

    • The rate type controls what fields are allowed to be updated or allowed access to.

    • The rate type 'Percent of Cost' uses the labor hours defined for the Work Order to do it's calculations. Therefore a 'locking' error will appear if someone is reviewing or is sitting in the screen that could prevent the creation of the current record.

    • The rate type defined on the Other Charges Item controls if the Cost_Of_Sales_Amount and Sell_Price fields are defined or calculated. The web service allows these fields to be defined.

    • The Work Order's defined Price Method (Flat Rate or TM) impacts what information is allowed based on the Other Item code.

      • Impacts the default logic.

      • Impacts what fields can be modified

  • The Contract_Number will default from the Work Order Header if defined. However the standard Spectrum logic for the defined Equipment will control it if the field will be used.

  • If Spectrum Tasks are used then their defined logic will be applied and included in the Cost_Of_Sales_Amount and Sell_Price fields.

  • The Job_Number, Phase and Cost_Type combination must exist and not have a completed status for a Job Work Order.

  • The Web Service follows standard Cost Center logic. See the standard Spectrum Help files for logic.

  • This Web Service will ignore the defined Workflow process in Spectrum.

  • Any field that is left blank will not be updated in Spectrum. The service does not delete values that exist in Spectrum; it only changes data defined in the layout.

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

Text

3

If blank defaults from Authorization ID.

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

C

WO_Number

Work Order

YES

Text

10

Work Order Entry

D

Other_Cost_Item

Item Code/Other Charge Code

YES

Text

15

**See Assumptions and Dependencies.

Work Order Other Charges Maintenance

E

Description

Description

Text

35

F

GL_Department

G/L department

Text

5

Defaults from Work Order Header if defined.

Work Order G/L Department File Maintenance

G

Work_Task

Task

Text

15

Work Order Task

H

Task_Complete

Task completed?

Text

1

Y(es) or N(o). If blank then defaults to N.

I

WO_Site_Equipment

Work Order Site Equipment

Text

10

Required if Work Order Installation option is selected for Site WO.

Work Order Site Equipment

J

Component_Number

Work Order Site Equipment Component

Text

2

Required if Work Order Installation option is selected for Site WO.

Work Order Site Equipment Component

K

Contract_Number

Contract

Text

10

Defaults from Work Order Header if defined. **See Assumptions and Dependencies.

Service Contract File Maintenance

L

Taxable_Flag

Taxable on customer invoice? / Taxable?

Text

1

Y(es) or N(o). Defaults based on the Other_Cost_Item setup.

M

Cost_Of_Sales_Amount

Cost Amount/Sell Price

Numeric

13

Negative numbers allowed. Format = -9.2 **See Assumptions and Dependencies.

N

Sell_Price

Invoice extension/ Sell price

Numeric

13

Negative numbers allowed. Format = -9.2 **See Assumptions and Dependencies.

O

Phase_Code

Phase

Text

20

Required for Job Work Order. Must exist on the Job.

Phase

P

Cost_Type

Cost type

Text

3

Required for Job Work Order. Phase/Cost type combination must exist on the Job.

Cost Type