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Elements
Element | Data Type | Description | Default (on insert/update) | Sample Data | ContractLineItemCode | String | Unique Contract Line Item Code | P001395-CL1 | ContractLineItemId | Int32 | Contract Line Item Id. For internal use only. | ContractLineItemUid | Int64 | The Contract Line Item Uid is a unique and immutable identifier for a contract line item. | 1152921504607083377 | ContractLineItemName | String | Contract Line Item Name | Web Services Engagement | EngagementIdentity | PwsEngagementRef |
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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 | C | C | DeferredRevenueOpeningBalanceEngCurrency | Double | Deferred Revenue Opening Balance in the Engagement Currency | 20000 | DeferredRevenueOpeningBalanceEngGLCurrency | Double | Deferred Revenue Opening Balance in the General Ledger Currency | 15000 | HoldbackAmount | Double | Holdback Amount. Applies only when holdback type is A; null otherwise. | 5000 | HoldbackPercent | Double | Holdback Percent. Applies only when holdback type is P; null otherwise. | 0.25 | |
HoldbackType | String | Holdback Type. "N" for none "A" for Amount "P" for Percent | N | A | MaxCostContractAmount | Double | Maximum Cost Contract Amount Must be specified for cost contract terms F or C, and null otherwise. | 5000 | MaxTimeContractAmount | Double | Maximum Time Contract Amount Must be specified for time contract terms F or C, and null otherwise. | 20000 | MinCostContractAmount | Double | Minimum Cost Contract Amount Must be specified for cost contract terms F, and null otherwise. | 10000 | MinTimeContractAmount | Double | Minimum Time Contract Amount Must be specified for time contract terms F, and null otherwise. | 15000 | RevenueEarnedByDate | DateTime | The date that revenue should be earned by | 2018-06-30T00:00:00Z | RevenueRecognitionMethod | String | Revenue Recognition Method "P" for percent complete "R" for revenue schedule Leave blank for non-billable engagements. | R | RevenueSchedule | PwsRevenueScheduleItem |
Element
Data Type
Required? | Default | Description | Sample Data |
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ContractLineItemName | String |
Contract Line Item Name | Web Services Engagement | |||
EngagementCode | String |
Engagement Code. A unique identifier for an Engagement | E001395 | |||
EngagementId | Int32 |
Engagement Id. A unique identifier for an Engagement. For internal use only. | |||
EngagementUid | Int64 |
Engagement Unique Id. A unique and immutable identifer for an engagement. | 1152921504607083377 | |||
EngagementIdentity |
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 | ||
DeferredRevenueOpeningBalanceEngCurrency | Double |
Deferred Revenue Opening Balance in the Engagement Currency | 20000 | |||
DeferredRevenueOpeningBalanceEngGLCurrency | Double |
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Deferred Revenue Opening Balance in the General Ledger Currency | 15000 |
HoldbackAmount | Double |
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Holdback Amount. Applies only when holdback type is A; null otherwise. | 5000 |
HoldbackPercent | Double |
Holdback Percent. Applies only when holdback type is P; null otherwise. | .25 | |||
HoldbackType | String |
Holdback Type. "N" for none "A" for Amount "P" for Percent | N | |||
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. | 20000 | |||
MinCostContractAmount | Double |
Maximum Cost Contract Amount Must be specified for cost contract terms F or C, and null otherwise. | 5000 | |||
MinTimeContractAmount | Double |
Minimum Time Contract Amount Must be specified for time contract terms F, and null otherwise. | 15000 | |||
RevenueEarnedByDate | DateTime |
This is a date by which an engagement is expected to finish. | 2018-06-30T00:00:00Z | |||
RevenueRecognitionMethod | String |
Revenue Recognition Method "P" for percent complete "R" for revenue schedule Leave blank for non-billable engagements. | P | |||
RevenueSchedule |
TimeContractTerms | String |
Time Contract Terms "T" for Time & Materials "F" for Fixed Price "C" for Not to Exceed | ||||
ContractTypeIdentity |
InheritPurchaseOrderNumberFlag | Boolean |
Inherit Purchase Order Number from Parent Client (if any). Please see Inheritance for more information. | true/false | ||
ModelContractedHoursAndOveragesFlag | Boolean |
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 | true/false | |||
OverageProjectIdentity |
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. | P001395-002 | ||
PurchaseOrderNumber | String |
Purchase Order Number associated with the Contract Line Item | PO-1234 |
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"/> <HoldbackPercent i:nil="true"/> <HoldbackType>N</HoldbackType> <MaxCostContractAmount i:nil="true"/> <MaxTimeContractAmount i:nil="true"/> <MinCostContractAmount i:nil="true"/> <MinTimeContractAmount i:nil="true"/> <RevenueEarnedByDate i:nil="true"/> <RevenueRecognitionMethod i:nil="true"/> <RevenueSchedule/> <TimeContractTerms>T</TimeContractTerms> <ContractTypeIdentity i:nil="true"/> <InheritPurchaseOrderNumberFlag>true</InheritPurchaseOrderNumberFlag> <ModelContractedHoursAndOveragesFlag>false</ModelContractedHoursAndOveragesFlag> <OverageProjectIdentity i:nil="true"/> <PurchaseOrderNumber>PO-1234/PurchaseOrderNumber> <Timestamp>AAAAAA61fo0=</Timestamp> </ContractLineItemDetail> |