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Elements
Element | Data Type | Required? | Default | Description | Sample Data |
|---|---|---|---|---|---|
ClientDetail | On Insert: Yes On Update: Yes | The complete set of information about a client (less any subordinate entities) |
Usage Example(s)
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<b:PwsClientElement>
<b:ClientDetail>
<b:ClientId i:nil="true"/>
<b:ClientNumber>C000121</b:ClientNumber>
<b:ClientUid>1152921504606998462</b:ClientUid>
<b:ClientName>Parent Inc.</b:ClientName>
<b:InactiveFlag>false</b:InactiveFlag>
<b:ParentClientIdentity i:nil="true"/>
<b:Address>
<b:AddressLine1>100 Main Street</b:AddressLine1>
<b:AddressLine2 i:nil="true"/>
<b:Attention>Finance</b:Attention>
<b:City>Boston</b:City>
<b:CompanyName>Acme 1000</b:CompanyName>
<b:Country>USA</b:Country>
<b:StateOrProvince>MA</b:StateOrProvince>
<b:ZipOrPostalCode>02114</b:ZipOrPostalCode>
</b:Address>
<b:BillingCycleIdentity>
<b:BillingCycleId i:nil="true"/>
<b:BillingCycleName>Monthly</b:BillingCycleName>
<b:BillingCycleUid>1152921504606853180</b:BillingCycleUid>
</b:BillingCycleIdentity>
<b:BillingInstructions>Please bill this client at the end of each month.</b:BillingInstructions>
<b:ClientMessage>We appreciate your business!</b:ClientMessage>
<b:ClientMessagePlain>We appreciate your business!</b:ClientMessagePlain>
<b:InheritAddressFlag>false</b:InheritAddressFlag>
<b:InheritBillingCycleFlag>false</b:InheritBillingCycleFlag>
<b:InheritBillingInstructionsFlag>false</b:InheritBillingInstructionsFlag>
<b:InheritClientMessageFlag>false</b:InheritClientMessageFlag>
<b:InheritInvoiceContentFlag>false</b:InheritInvoiceContentFlag>
<b:InheritInvoiceScopeFlag>false</b:InheritInvoiceScopeFlag>
<b:InheritInvoiceTemplateFlag>false</b:InheritInvoiceTemplateFlag>
<b:InheritPaymentTermFlag>false</b:InheritPaymentTermFlag>
<b:InheritPurchaseOrderNumberFlag>false</b:InheritPurchaseOrderNumberFlag>
<b:InheritStandardRatesFlag>false</b:InheritStandardRatesFlag>
<b:InheritTimeBillingTypeFlag>false</b:InheritTimeBillingTypeFlag>
<b:InvoiceContent>B</b:InvoiceContent>
<b:InvoiceScope>E</b:InvoiceScope>
<b:InvoiceTemplateIdentity>
<b:InvoiceTemplateId i:nil="true"/>
<b:InvoiceTemplateName>A100</b:InvoiceTemplateName>
<b:InvoiceTemplateUid>1152921504606878901</b:InvoiceTemplateUid>
</b:InvoiceTemplateIdentity>
<b:NewClientNumber i:nil="true"/>
<b:PaymentTermIdentity>
<b:PaymentTermId i:nil="true"/>
<b:PaymentTermName>Net 30</b:PaymentTermName>
<b:PaymentTermUid>1152921504606856054</b:PaymentTermUid>
</b:PaymentTermIdentity>
<b:PurchaseOrderNumber>P-001</b:PurchaseOrderNumber>
<b:StandardBillingAdjustedDiscountPercent>5</b:StandardBillingAdjustedDiscountPercent>
<b:StandardContractDiscountPercent>10</b:StandardContractDiscountPercent>
<b:StandardRateCardIdentity>
<b:RateCardId i:nil="true"/>
<b:RateCardName>USA Rate Card</b:RateCardName>
<b:RateCardType>R</b:RateCardType>
<b:RateCardUid>1152921504606860819</b:RateCardUid>
</b:StandardRateCardIdentity>
<b:TimeBillingType>H</b:TimeBillingType>
<b:Timestamp>AAAAAA97WG8=</b:Timestamp>
<b:UserDefinedFields>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Date</b:UdfName>
<b:UdfUid>1152921504606856792</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>D</b:DataType>
<b:DateValue>2018-01-17T00:00:00Z</b:DateValue>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue i:nil="true"/>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Integer</b:UdfName>
<b:UdfUid>1152921504606856793</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>I</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue>10</b:IntegerValue>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue i:nil="true"/>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue>10</b:NumericValue>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Resource</b:UdfName>
<b:UdfUid>1152921504606856794</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>R</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue>
<b:ResourceDisplayName>John Doe</b:ResourceDisplayName>
<b:ResourceId i:nil="true"/>
<b:ResourceReferenceSystemId>E123</b:ResourceReferenceSystemId>
<b:ResourceUid>1152921504607062225</b:ResourceUid>
</b:ResourceIdentityValue>
<b:TextValue i:nil="true"/>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Text</b:UdfName>
<b:UdfUid>1152921504606856795</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>T</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue>Parent Client</b:TextValue>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Text List</b:UdfName>
<b:UdfUid>1152921504606856796</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>L</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue>CL-1A</b:TextValue>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Boolean</b:UdfName>
<b:UdfUid>1152921504606856797</b:UdfUid>
<b:BooleanValue>true</b:BooleanValue>
<b:DataType>Y</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue i:nil="true"/>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Stoplight</b:UdfName>
<b:UdfUid>1152921504606856814</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>S</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue i:nil="true"/>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues>
<b:PwsStoplightValue>
<b:AsOfDate>2018-01-17T00:00:00Z</b:AsOfDate>
<b:SortOrder>2</b:SortOrder>
</b:PwsStoplightValue>
</b:StoplightValues>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
<b:PwsUserDefinedFieldDetail>
<b:UdfId i:nil="true"/>
<b:UdfName>CL-Multiline</b:UdfName>
<b:UdfUid>1152921504606858027</b:UdfUid>
<b:BooleanValue i:nil="true"/>
<b:DataType>T</b:DataType>
<b:DateValue i:nil="true"/>
<b:IntegerValue i:nil="true"/>
<b:ResourceIdentityValue i:nil="true"/>
<b:TextValue>This is a parent client.</b:TextValue>
<b:UdfTreatment>A</b:UdfTreatment>
<b:StoplightValues/>
<b:NumericValue i:nil="true"/>
<b:RelationValue i:nil="true"/>
</b:PwsUserDefinedFieldDetail>
</b:UserDefinedFields>
<b:InheritInvoiceEmailSettingsFlag>false</b:InheritInvoiceEmailSettingsFlag>
<b:InvoiceEmailSettings>
<b:EmailFromUserIdentity>
<b:UserDisplayName>Betty Smith</b:UserDisplayName>
<b:UserId i:nil="true"/>
<b:UserReferenceSystemId>Partner - 01</b:UserReferenceSystemId>
<b:UserUid>1152921504607011056</b:UserUid>
</b:EmailFromUserIdentity>
<b:EmailInvoiceTemplateIdentity>
<b:InvoiceTemplateId i:nil="true"/>
<b:InvoiceTemplateName>E001</b:InvoiceTemplateName>
<b:InvoiceTemplateUid>1152921504606878906</b:InvoiceTemplateUid>
</b:EmailInvoiceTemplateIdentity>
<b:InvoiceEmailEnabledFlag>true</b:InvoiceEmailEnabledFlag>
<b:InvoiceEmailType>P</b:InvoiceEmailType>
<b:Recipients>
<b:PwsInvoiceEmailRecipient>
<b:RecipientType>T</b:RecipientType>
<b:UserIdentity>
<b:UserDisplayName>Abby Whelan</b:UserDisplayName>
<b:UserId i:nil="true"/>
<b:UserReferenceSystemId>OPA02</b:UserReferenceSystemId>
<b:UserUid>1152921504607062210</b:UserUid>
</b:UserIdentity>
</b:PwsInvoiceEmailRecipient>
</b:Recipients>
</b:InvoiceEmailSettings>
<b:InheritRenderReceiptsFlag>false</b:InheritRenderReceiptsFlag>
<b:RenderReceiptsFlag>false</b:RenderReceiptsFlag>
<b:AutoApplyAvailableBalanceFlag>false</b:AutoApplyAvailableBalanceFlag>
<b:InheritAutoApplyAvailableBalanceFlag>false</b:InheritAutoApplyAvailableBalanceFlag>
<b:InheritTaxTypesFlag>false</b:InheritTaxTypesFlag>
<b:TaxType1Identity>
<b:TaxTypeCode>VAT</b:TaxTypeCode>
<b:TaxTypeId i:nil="true"/>
<b:TaxTypeUid>1152921504606868258</b:TaxTypeUid>
</b:TaxType1Identity>
<b:TaxType2Identity i:nil="true"/>
<b:TaxType3Identity i:nil="true"/>
</b:ClientDetail>
</b:PwsClientElement> |