Add Work Order Site Address

Use this service to add site addresses to work orders.

WSDL: AddWOSiteAddress.jws

Method: AddWOSiteAddress

Enhanced Authentication

Underlying File Maintenance

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

  • System Administration > Installation > Work Order

  • System Administration > Installation > Accounts Receivable

  • System Administration > Installation > Payroll

  • System Administration > Installation > Work Order > Lead Source Maintenance

  • System Administration > Installation > Work Order > Technician Maintenance

  • System Administration > Installation > Work Order > Type Maintenance

  • System Administration > Installation > Work Order > Zone Maintenance

  • System Administration > Installation > Work Order > Site Maintenance

  • System Administration > Installation > Work Order > Make Maintenance

  • System Administration > Installation > Work Order > Model Maintenance

  • System Administration > Installation > Work Order > Equipment Type Maintenance

  • System Administration > Installation > Accounts Receivable > Customer Maintenance

  • System Administration > Installation > Accounts Receivable > Sales Tax Code Maintenance

  • System Administration > Installation > Accounts Receivable > Bill-to Code Maintenance

  • System Administration > Installation > Payroll > Tax Tables Maintenance

  • System Administration > Installation > Payroll > Worker's Compensation Code Maintenance

  • System Administration > Installation > Work Order > Site User-Defined Fields

  • System Administration > Installation > Work Order > Site Note Topics Maintenance

  • System Administration > Installation > Enterprise Management > Cost Center Maintenance

Assumptions and Dependencies

  • All work order sites are created with an 'Active' Status.

  • Billing Address defaults from the Customer Code unless defined within the service.

  • The Site_Contact_Person, Site_Phone1 and the Work_Site_Email fields will be used to define the Contact on the Work Order site and marked as the Primary Contact.

  • Cost centers will validate against the Cost Center Maintenance Table and Customer Cost Center.

  • Cost Center information will only be allowed in if Company is set to Pending or Yes status.

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

Site_ID

Site code

YES

Text

10

No duplicates

D

Site_Name

Site Name

YES

Text

30

E

Site_Address1

Address Line 1

Text

30

F

Site_Address2

Address Line 2

Text

30

G

Site_City

City

Text

25

H

Site_State

State

Text

2

2 digit postal code

I

Site_Zip_Code

Zip

Text

10

J

Site_Phone1

Site Phone

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.

K

Telephone_Ext_1

Site Phone Ext

Text

4

L

Site_Phone2

Other Phone

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

Telephone_Ext_2

Other Phone Ext

Text

4

N

Site_Contact_Person

Site Contact

Text

20

No commas

O

Site_Customer_Code

Customer Code

Text

10

Customer Maintenance File

P

Lead_Source

Lead Source Code

Text

15

Lead Source Maintenance

Q

Requested_Tech

Requested Tech

Text

11

Technician Maintenance

R

WO_Type

Work Order Type

Text

5

Work Order Type Maintenance

S

Zone

Zone

Text

3

Work Order Zone Maintenance File

T

Special_Instructions

Alert Notes

Text

70

U

Show_Notes

Display Alert Notes in WO main properties?

Text

1

(Y)es or (N)o only. Blank = No

V

Sales_Tax_Code

Sales Tax Code

Text

15

Defaults from the Customer Code if blank.

A/R Sales Tax Code Maintenance File.

W

Taxable_Flag

Default site to Taxable?

Text

1

(Y)es or (N)o only. Blank = No

X

Labor_Taxable

Labor Taxable?

Text

1

(Y)es or (N)o only. Blank = No

Y

Material_Taxable

Material Taxable?

Text

1

(Y)es or (N)o only. Blank = No

Z

Work_Comp_Code

Worker's Compensation Code

Text

6

Worker's Compensation Code Maintenance File

AA

Wage_Rate_Level

Wage Rate Level

Numeric

1

numbers 1-9

AB

Work_State_Tax_Code

Work State Code

Text

10

The Work Tax codes must be unique.

Tax Table Maintenance

AC

Work_County_Tax_Code

Work County Code

Text

10

The Work Tax codes must be unique.

Tax Table Maintenance

AD

Work_Local_Tax_Code

Work Local Code

Text

10

The Work Tax codes must be unique.

Tax Table Maintenance

AE

Work_Site_Email

WO Contact Email

Text

80

Must be the basic layout for an email address. Example: John@xxx.com

AF

Site_Case_Type

Case Type

Text

10

Case Type Maintenance

AG

Customer_Job

Customer Job

Text

10

No validation

AH

Latitude

Latitude

Numeric

11

Format = -XXX.XXXXXX.

AI

Longitude

Longitude

Numeric

11

Format = -XXX.XXXXXX.

AJ

Markup_Code

Non-Stock Markup Code

Text

10

Non-stock Markup File Maintenance

AK

Alternate_Address

Print alternate address on work order/invoice?

Text

1

(Y)es or (N)o only. Blank = No

AL

Billto_Code

Bill-to code

Text

4

Required if Alternate_Address is Y. Tied to defined Customer code.

Customer Bill-to Address Maintenance

AM

Cost_Center

Site Cost Center

Text

10

Cost Center Maintenance and Customer Cost Center