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Elements
Element | Data Type | Required? | Default | Description | Sample Data |
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ContractLineItemCode | String |
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| The contract line item |
EngagementCode
String
code is a unique identifier for a contract line item |
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ContractLineItemId | Int32 |
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| The contract line item id. For internal use only |
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ContractLineItemUid | Int64 |
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| A unique and immutable Id for a contract line item |
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ContractLineItemName |
The engagement Uid associated with the contract line item. This is a unique and immutable identifer for an engagement.
String |
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| The contract line item name |
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EngagementIdentity |
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CostContractTerms | String |
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| The cost contract terms associated with the contract line item: "F" for Fixed Price "T" for Time and Materials "C" for Time and Materials with a cap Null on update means leave as |
is |
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DeferredRevenueOpeningBalanceEngCurrency | Double |
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| The deferred revenue opening balance associated with the contract line item (in the engagement currency) |
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DeferredRevenueOpeningBalanceEngGLCurrency | Double |
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| The deferred revenue opening balance associated with the contract line item (in the general ledger currency) |
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HoldbackAmount | Double |
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| The holdback amount associated with the contract line item. Applies only when holdback type is A; null otherwise. |
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HoldbackPercent | Double |
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| The holdback percent associated with the contract line item. Applies only when holdback type is P; null otherwise. |
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HoldbackType | String |
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| The holdback type associated with the contract line item |
"N" for none "A" for Amount "P" for |
Percent |
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MaxCostContractAmount | Double |
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| The maximum cost contract amount associated with the contract line item |
Must be specified for cost contract terms F or C, and null otherwise |
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MaxTimeContractAmount | Double |
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| The maximum time contract amount associated with the contract line item |
Must be specified for time contract terms F or C, and null otherwise |
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MinCostContractAmount | Double |
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| The minimum cost contract amount associated with the contract line item |
Must be specified for cost contract terms F or C, and null otherwise |
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MinTimeContractAmount | Double |
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| The minimum time contract amount associated with the contract line item |
Must be specified for time contract terms F, and null otherwise |
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RevenueEarnedByDate | DateTime |
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| This is a date by which the contract line item is expected to be complete |
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RevenueRecognitionMethod | String |
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| The revenue recognition method associated with the contract line item |
"P" for percent complete "R" for revenue schedule Leave blank for non-billable engagements |
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RevenueSchedule |
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| The information associated with the revenue schedule associated with the contract line item. Applies only whtn the RevenueRecogntionMethod = 'R' |
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TimeContractTerms | String |
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| The time contract terms associated with the contract line item |
"T" for Time & Materials "F" for Fixed Price "C" for Not to Exceed |
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ContractTypeIdentity |
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| The contract type identity with the contract line item |
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InheritPurchaseOrderNumberFlag | Boolean |
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| Inherit Purchase Order Number from Parent Client (if any). Please see Inheritance for more information. |
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ModelContractedHoursAndOveragesFlag | Boolean |
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| When set to "true", the contract will be modeled to account for contracted hours and overages. This setting is typically used when setting up service contracts where a client purchases a fixed amount of hours for a specific time period. Time that exceeds the allottment is then billed at a different rate. This overage is handled by a separate project. Only available for Fixed Price time contracts using a revenue schedule. |
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OverageProjectIdentity |
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| For Contract Line Items that are defined to model Contracted Hours and Overages, this is the project to which hours that exceed a set number within a date range will be transferred |
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PurchaseOrderNumber | String |
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| Purchase Order Number associated with the Contract Line Item |
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Usage Example(s)
Code Block | ||||||
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<ContractLineItemDetail> <ContractLineItemCode>P001395-CL1</ContractLineItemCode> <ContractLineItemId i:nil="true"/> <ContractLineItemUid>1152921504607083377</ContractLineItemUid> <ContractLineItemName>Web Services Engagement</ContractLineItemName> <EngagementIdentity> <EngagementCode>E001395</EngagementCode> <EngagementId i:nil="true"/> <EngagementUid>1152921504607324698</EngagementUid> </EngagementIdentity> <CostContractTerms>T</CostContractTerms> <DeferredRevenueOpeningBalanceEngCurrency>0</DeferredRevenueOpeningBalanceEngCurrency> <DeferredRevenueOpeningBalanceEngGLCurrency>0</DeferredRevenueOpeningBalanceEngGLCurrency> <HoldbackAmount i:nil="true"/><HoldbackAmount>5000</HoldbackAmount> <HoldbackPercent i:nil="true"/> <HoldbackType>N<<HoldbackType>A</HoldbackType> <MaxCostContractAmount i:nil="true"/> <MaxTimeContractAmount i:nil="true"/> <MaxTimeContractAmount>100000</MaxTimeContractAmount> <MinCostContractAmount i:nil="true"/> <MinTimeContractAmount i:nil="true"/><MinTimeContractAmount>100000</MinTimeContractAmount> <RevenueEarnedByDate i:nil="true"/><RevenueEarnedByDate>2018-06-30T00:00:00Z</RevenueEarnedByDate> <RevenueRecognitionMethod i:nil="true"/><RevenueRecognitionMethod>P</RevenueRecognitionMethod> <RevenueSchedule/> <TimeContractTerms>T<<TimeContractTerms>F</TimeContractTerms> <ContractTypeIdentity i:nil="true"/> <InheritPurchaseOrderNumberFlag>true</InheritPurchaseOrderNumberFlag> <ModelContractedHoursAndOveragesFlag>false</ModelContractedHoursAndOveragesFlag> <OverageProjectIdentity i:nil="true"/> <PurchaseOrderNumber>PO-1234<PurchaseOrderNumber>PR-PSA01</PurchaseOrderNumber> <Timestamp>AAAAAA61fo0<Timestamp>AAAAAA61kS0=</Timestamp> </ContractLineItemDetail> |