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Element | Data Type | Required? | Default | Description | Sample Data |
|---|---|---|---|---|---|
ClientId | Int32 | The Client Id is a unque identifier for a Client. For internal use only. | |||
ClientNumber | String | The Client Number is a unique identifier for a Client. | Projector PSA | ||
ClientUid | Int64 | A The Client Uid is a unique and immutable Id identifier for a Client. | 1152921504606961482 | ||
ClientIdentity | |||||
EngagementName | String | The Engagement Name | Web Services Engagement | ||
Address | |||||
BillingAdjustedRevenueTimeBudgetAmount | Double | The Billing Adjusted Revenue Time Budget Amount | 10000 | ||
BillingCultureIdentity | |||||
BillingCycleIdentity | |||||
BillingInstructions | String | Billing Instructions for the client | This client should be billed on the 15th of each month. | ||
ClientAmountCostBudgetAmount | Double | Cost Budget for the Client Amount | 10000 | ||
ClientMessage | String | A per-invoice client message to appear on the invoice. | Thank you for using revcorp-bb. We appreciate your business. | ||
ClientMessagePlain | String | A per-invoice client message to appear on the invoice in plain text. | Thank you for using revcorp-bb. We appreciate your business. | ||
ContractRevenueTimeBudgetAmount | Double | Time Budget for the Contract Revenue | 5000 | ||
CostAlertsBasisType | String | Cost Alerts Basis Type "A" for actuals to date "E" for estimate at completion | E | ||
CostBudgetMetric | String | Cost Budget Metric "C" for client amount "D" for disbursed amount "E" for expense amount | C | ||
CostCenterIdentity | |||||
CostContractTerms | String | Cost Contract Terms "F" for Fixed Price "T" for Time and Materials "C" for Time and Materials with a cap Null on update means leave as is | T | ||
CurrencyIdentity | |||||
DisbursedAmountCostBudgetAmount | Double | Cost Budget for the Disbursed Amount | 10000 | ||
EngagementStageIdentity | |||||
EngagementTypeIdentity | |||||
ExpenseAmountCostBudgetAmount | Double | Cost Budget for an Expense Amount | 2500 | ||
HoldbackAmount | Double | Holdback amount. Applies only when holdback type is A; null otherwise. | 2000 | ||
HoldbackPercent | Double | Holdback percent. Applies only when holdback type is P; null otherwise. | .20 | ||
HoldbackType | String | Holdback Type: "N" for none "A" for Amount "P" for Percent | A | ||
InheritAddressFlag | Boolean | Inherit Address from the client. Please see Inheritancefor more information. | true/false | ||
InheritBillingCycleFlag | Boolean | Inherit Billing Cycle from the client. Please see Inheritancefor more information. | true/false | ||
InheritBillingInstructionsFlag | Boolean | Inherit Billing Instructions from the client. Please see Inheritancefor more information. | true/false | ||
InheritClientMessageFlag | Boolean | Inherit Client Message from the client. Please see Inheritancefor more information. | true/false | ||
InheritInvoiceContentFlag | Boolean | Inherit Invoice Content from the client. Please see Inheritancefor more information. | true/false | ||
InheritInvoiceScopeFlag | Boolean | Inherit Invoice Scope from the client. Please see Inheritancefor more information. | true/false | ||
InheritInvoiceTemplateFlag | Boolean | Inherit Invoice Template from the client. Please see Inheritancefor more information. | true/false | ||
InheritPaymentTermFlag | Boolean | Inherit Payment Term from the client. Please see Inheritancefor more information. | true/false | ||
InheritPurchaseOrderNumberFlag | Boolean | Inherit Purchase Order Number from the client. Please see Inheritancefor more information. | true/false | ||
InheritTimeBillingTypeFlag | Boolean | Inherit Time Billing Type from the client. Please see Inheritancefor more information. | true/false | ||
InvoiceContent | String | Invoice Content "B" for time and cost together "S" for time and cost separately | B | ||
InvoiceScope | String | Invoice Scope "C" for client "N" for purchase order number "E" for engagement "P" for project | E | ||
InvoiceTemplateIdentity | |||||
ManagerIdentity | |||||
MaxCostContractAmount | Double | Maximum Cost Contract Amount Must be specified for cost contract terms F or C, and null otherwise. | 10000 | ||
MaxTimeContractAmount | Double | Maximum Time Contract Amount Must be specified for time contract terms F or C, and null otherwise. | 50000 | ||
MinCostContractAmount | Double | Minimum Cost Contract Amount Must be specified for cost contract terms F, and null otherwise. | 2500 | ||
MinTimeContractAmount | Double | Minimum Time Contract Amount Must be specified for time contract terms F, and null otherwise. | 20000 | ||
NewEngagementCode | String | New Engagement Code | Web Services Engagement - New | ||
PaymentTermIdentity | |||||
PurchaseOrderNumber | String | Purchase Order Number | PO-1234E | ||
ResourceDirectCostTimeBudgetAmount | Double | Time Budget Amount for the Resource Direct Cost | 12500 | ||
RevenueEarnedByDate | DateTime | Revenue Earn By Date | 2018-03-31T00:00:00Z | ||
RevenueRecognitionMethod | String | Revenue Recognition Method "P" for percent complete "R" for revenue schedule Leave blank for non-billable engagements. | P | ||
TimeAlertsBasisType | String | Time Alerts Basis Type "A" for Actuals to Date "E" for Estimate at Completion | A | ||
TimeBillingType | String | Time Billing Type "D" for Daily "H" for Hourly | D | ||
TimeBudgetMetric | String | Time Budget Metric "B" for Billing Adjusted Revenue "C" for Contract Revenue "R" for Resource Direct Cost "H" for Working Hours | B | ||
TimeContractTerms | String | Time Contract Terms "T" for Time & Materials "F" for Fixed Price "C" for Not to Exceed | T | ||
Timestamp | String | Base64 encoded timestamp | AAAAAA61gVA= | ||
UserDefinedFields | |||||
WorkMinutesTimeBudgetAmount | Int32 | Time Budget Amount for Work Minutes (applicable only when time budget metric is H, null otherwise). | 3660 | ||
CalculateEngagementBudgetFlag | Boolean | Calculate Engagement Budget Flag | true/false | ||
ChargeableMinutesTimeBudgetAmount | Int32 | Time Budget Amount for Chargeable Minutes | |||
InheritInvoiceEmailSettingsFlag | Boolean | Inherit Invoice Email settings from the client. Please see Inheritancefor more information. | true/false | ||
InvoiceEmailSettings | |||||
InheritRenderReceiptsFlag | Boolean | Inherit Render Receipts flag from the client. Please see Inheritancefor more information. | true/false | ||
RenderReceiptsFlag | Boolean | If set to true, Render Receipts on the invoice. | true/false | ||
AutoApplyAvailableBalanceFlag | Boolean | If set to true, for engagements with a pre-payment balance, automatically apply the balance to new invoices. | true/false | ||
InheritAutoApplyAvailableBalanceFlag | Boolean | Inherit Auto Apply Available Balance flag from the Client. Please see Inheritancefor more information. | true/false | ||
InheritTaxTypesFlag | Boolean | Inherit Tax Types flag from the Client. Please see Inheritancefor more information. | true/false | ||
TaxType1Identity | |||||
TaxType2Identity | |||||
TaxType3Identity |
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